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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
38,458
shares
|
$3.03 Million
0.11% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$3.03 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
38,139
shares
|
$3.01 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$3 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$2.99 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
37,833
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
37,738
shares
|
$2.98 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
37,738
shares
|
$2.98 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$2.95 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
37,415
shares
|
$2.95 Million
1.69% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
37,363
shares
|
$2.95 Million
1.04% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
37,300
shares
|
$2.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
37,287
shares
|
$2.94 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
37,084
shares
|
$2.93 Million
0.8% of portfolio
|
Q1 2025
Reduced 64.32%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
36,924
shares
|
$2.91 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
36,737
shares
|
$2.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,693
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
36,663
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
36,425
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.8%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
36,279
shares
|
$2.86 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
36,023
shares
|
$2.84 Million
0.57% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
35,996
shares
|
$2.84 Million
0.81% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
35,827
shares
|
$2.83 Million
0.87% of portfolio
|
Q1 2025
Added 40.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
34,964
shares
|
$2.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,855
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.64%
|