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 1,565 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
48,270
shares
|
$3.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
47,975
shares
|
$3.79 Million
0.09% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
47,744
shares
|
$3.77 Million
1.56% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
47,736
shares
|
$3.77 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$3.76 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$3.72 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
46,852
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
46,276
shares
|
$3.65 Million
0.47% of portfolio
|
Q1 2025
Added 147.24%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
46,113
shares
|
$3.64 Million
0.06% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
45,962
shares
|
$3.63 Million
2.9% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
45,894
shares
|
$3.62 Million
1.17% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
45,765
shares
|
$3.61 Million
1.08% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
45,550
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
45,328
shares
|
$3.58 Million
2.78% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
45,302
shares
|
$3.57 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
45,276
shares
|
$3.57 Million
1.25% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
44,800
shares
|
$3.53 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
44,136
shares
|
$3.48 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
43,857
shares
|
$3.46 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
43,773
shares
|
$3.45 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
43,562
shares
|
$3.44 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
43,329
shares
|
$3.42 Million
0.64% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
42,773
shares
|
$3.37 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
42,744
shares
|
$3.37 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.37 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|