Institutional Ownership Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU). We have compiled data on the 1,486 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
59,631
shares
|
$4.63 Million
1.85% of portfolio
|
Q3 2024
Added 40.89%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
59,202
shares
|
$4.6 Million
2.93% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
58,773
shares
|
$4.56 Million
3.08% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
58,586
shares
|
$4.55 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
58,381
shares
|
$4.53 Million
0.31% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
58,377
shares
|
$4.53 Million
0.33% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
57,942
shares
|
$4.5 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
57,160
shares
|
$4.44 Million
0.64% of portfolio
|
Q3 2024
Added 3823.13%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
56,794
shares
|
$4.41 Million
3.23% of portfolio
|
Q3 2024
Added 908.95%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
56,146
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
55,786
shares
|
$4.33 Million
0.1% of portfolio
|
Q3 2024
Added 48409.57%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
55,578
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.04%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
55,433
shares
|
$4.3 Million
0.04% of portfolio
|
Q3 2024
Added 35.92%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
54,512
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
54,411
shares
|
$4.22 Million
0.63% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
53,800
shares
|
$4.18 Million
0.09% of portfolio
|
Q3 2024
Added 767.46%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
53,662
shares
|
$4.17 Million
0.05% of portfolio
|
Q3 2024
Added 92.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
53,456
shares
|
$4.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
53,450
shares
|
$4.15 Million
1.71% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
53,113
shares
|
$4.12 Million
1.35% of portfolio
|
Q3 2024
Added 26.72%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
52,169
shares
|
$4.05 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 12, 2024 Q3 2024 |
51,940
shares
|
$4.03 Million
1.74% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
51,924
shares
|
$4.03 Million
0.41% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
51,915
shares
|
$4.03 Million
0.84% of portfolio
|
Q3 2024
Added 4925.65%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
51,857
shares
|
$4.03 Million
2.48% of portfolio
|
Q3 2024
Added 0.5%
|