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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
32,023
shares
|
$2.53 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
31,914
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
31,901
shares
|
$2.52 Million
1.09% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
31,541
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
31,428
shares
|
$2.48 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
31,364
shares
|
$2.47 Million
0.34% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
31,350
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
31,332
shares
|
$2.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
31,203
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
30,950
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 1775.76%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
30,772
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
30,636
shares
|
$2.42 Million
0.64% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,630
shares
|
$2.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,493
shares
|
$2.41 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
30,271
shares
|
$2.39 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
29,978
shares
|
$2.37 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
29,973
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
29,843
shares
|
$2.35 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29,758
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Added 51.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
29,686
shares
|
$2.34 Million
0.28% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
29,573
shares
|
$2.33 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
29,361
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
29,183
shares
|
$2.3 Million
2.01% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
29,141
shares
|
$2.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
29,118
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Added 7.9%
|