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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,700
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,679
shares
|
$2.74 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
34,634
shares
|
$2.73 Million
2.21% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$2.72 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
34,171
shares
|
$2.7 Million
1.29% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
34,116
shares
|
$2.69 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
34,000
shares
|
$2.68 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
33,872
shares
|
$2.67 Million
0.83% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
33,824
shares
|
$2.67 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,699
shares
|
$2.66 Million
0.12% of portfolio
|
Q1 2025
Added 421.09%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
33,698
shares
|
$2.66 Million
1.16% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
33,669
shares
|
$2.66 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
33,611
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
33,554
shares
|
$2.65 Million
0.23% of portfolio
|
Q1 2025
Added 59.7%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
33,512
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
33,396
shares
|
$2.63 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
33,189
shares
|
$2.62 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
33,007
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
32,734
shares
|
$2.58 Million
0.3% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
32,518
shares
|
$2.57 Million
1.24% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
32,379
shares
|
$2.55 Million
0.32% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
32,205
shares
|
$2.54 Million
0.49% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Rye Brook Capital LLC
|
Apr 16, 2025 Q1 2025 |
32,150
shares
|
$2.54 Million
3.18% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
32,138
shares
|
$2.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
32,063
shares
|
$2.53 Million
0.75% of portfolio
|
Q1 2025
Added 12.82%
|