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 1,549 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
35,173
shares
|
$2.72 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
35,096
shares
|
$2.71 Million
0.87% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
34,793
shares
|
$2.69 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
34,765
shares
|
$2.69 Million
0.2% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,707
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 3470600.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,700
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
34,548
shares
|
$2.67 Million
2.94% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
34,503
shares
|
$2.67 Million
1.4% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$2.66 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
34,404
shares
|
$2.66 Million
0.02% of portfolio
|
Q4 2024
Added 164.73%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
34,182
shares
|
$2.64 Million
0.33% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
34,091
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
34,028
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 41.62%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
34,002
shares
|
$2.63 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
34,000
shares
|
$2.63 Million
0.21% of portfolio
|
Q4 2018
Closed
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
33,738
shares
|
$2.61 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
33,727
shares
|
$2.61 Million
0.02% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
33,609
shares
|
$2.6 Million
1.19% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
33,240
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
32,293
shares
|
$2.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,167
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Added 363.03%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
31,876
shares
|
$2.46 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
31,855
shares
|
$2.46 Million
0.1% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
31,800
shares
|
$2.46 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
31,779
shares
|
$2.46 Million
0.64% of portfolio
|
Q4 2024
New holding
|