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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
42,654
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
41,863
shares
|
$3.25 Million
3.81% of portfolio
|
Q2 2024
Added 85.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
41,761
shares
|
$3.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
41,706
shares
|
$3.24 Million
0.18% of portfolio
|
Q3 2024
Added 51.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
40,561
shares
|
$3.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
40,488
shares
|
$3.14 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
40,479
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2024
Added 51.01%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.13 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40,085
shares
|
$3.11 Million
0.1% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
39,853
shares
|
$3.09 Million
4.14% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
39,838
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2024
Added 127.89%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
39,666
shares
|
$3.08 Million
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.07 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
38,795
shares
|
$3.01 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
38,749
shares
|
$3.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
38,728
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
38,704
shares
|
$3 Million
0.67% of portfolio
|
Q3 2024
Reduced 33.28%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
38,596
shares
|
$3 Million
0.81% of portfolio
|
Q3 2024
Added 394.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
38,337
shares
|
$2.98 Million
2.3% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
38,201
shares
|
$2.97 Million
0.29% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
38,174
shares
|
$2.96 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$2.95 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
38,011
shares
|
$2.95 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$2.95 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|