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 |
|---|---|---|---|---|---|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
42,353
shares
|
$3.34 Million
3.83% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
42,151
shares
|
$3.33 Million
1.67% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
42,052
shares
|
$3.32 Million
3.19% of portfolio
|
Q1 2025
Added 83.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
42,027
shares
|
$3.32 Million
0.27% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
41,816
shares
|
$3.3 Million
0.1% of portfolio
|
Q1 2025
Added 76.8%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
41,617
shares
|
$3.28 Million
3.13% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
41,371
shares
|
$3.26 Million
0.89% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
41,236
shares
|
$3.25 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
40,889
shares
|
$3.23 Million
0.25% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
40,851
shares
|
$3.22 Million
1.14% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.18 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
40,144
shares
|
$3.17 Million
0.96% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
39,576
shares
|
$3.12 Million
0.42% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
39,521
shares
|
$3.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
39,277
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
39,236
shares
|
$3.1 Million
0.2% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
39,196
shares
|
$3.09 Million
1.11% of portfolio
|
Q1 2025
Added 178.86%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
39,091
shares
|
$3.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
39,057
shares
|
$3.08 Million
1.27% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
38,865
shares
|
$3.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
38,827
shares
|
$3.06 Million
1.28% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
38,745
shares
|
$3.06 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
38,547
shares
|
$3.04 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
38,458
shares
|
$3.03 Million
0.11% of portfolio
|
Q1 2025
Added 20.73%
|