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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
46,395
shares
|
$3.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 85.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
46,304
shares
|
$3.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,227
shares
|
$3.59 Million
0.07% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
46,000
shares
|
$3.57 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
45,591
shares
|
$3.54 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
45,563
shares
|
$3.54 Million
3.12% of portfolio
|
Q3 2024
Added 244.47%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
45,247
shares
|
$3.51 Million
0.08% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
45,054
shares
|
$3.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
45,050
shares
|
$3.5 Million
0.43% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
45,002
shares
|
$3.49 Million
1.89% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
44,833
shares
|
$3.48 Million
0.04% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
44,797
shares
|
$3.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
44,549
shares
|
$3.46 Million
0.13% of portfolio
|
Q2 2024
Added 37.23%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
44,540
shares
|
$3.46 Million
2.55% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
44,386
shares
|
$3.45 Million
3.99% of portfolio
|
Q3 2024
Added 207.47%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
44,105
shares
|
$3.42 Million
1.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
43,920
shares
|
$3.41 Million
0.71% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,760
shares
|
$3.4 Million
0.09% of portfolio
|
Q3 2024
Added 286.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
43,635
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 71.61%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
43,398
shares
|
$3.37 Million
1.63% of portfolio
|
Q3 2024
Added 39.4%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
43,342
shares
|
$3.37 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
43,233
shares
|
$3.36 Million
0.04% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
43,163
shares
|
$3.35 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
43,009
shares
|
$3.34 Million
1.14% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.31 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|