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 |
|---|---|---|---|---|---|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
28,933
shares
|
$2.28 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
28,922
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
28,854
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
28,840
shares
|
$2.28 Million
0.22% of portfolio
|
Q1 2025
Reduced 54.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
28,788
shares
|
$2.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
28,744
shares
|
$2.27 Million
0.41% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
28,663
shares
|
$2.26 Million
0.36% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
28,410
shares
|
$2.24 Million
0.7% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
28,359
shares
|
$2.24 Million
0.31% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
28,357
shares
|
$2.24 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
28,309
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
28,215
shares
|
$2.23 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
28,135
shares
|
$2.22 Million
1.0% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
28,126
shares
|
$2.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 71.31%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
27,941
shares
|
$2.2 Million
0.16% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
27,880
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
27,840
shares
|
$2.2 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
27,672
shares
|
$2.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
27,457
shares
|
$2.17 Million
2.2% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
27,373
shares
|
$2.16 Million
0.57% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
27,192
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
27,086
shares
|
$2.14 Million
1.26% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
27,075
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
26,835
shares
|
$2.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.18%
|