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 1,570 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
26,670
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
26,650
shares
|
$2.1 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
26,450
shares
|
$2.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
26,262
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,074
shares
|
$2.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
25,914
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 48.78%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.03 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
25,689
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
25,599
shares
|
$2.02 Million
0.35% of portfolio
|
Q1 2025
Added 44.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
25,425
shares
|
$2.01 Million
0.11% of portfolio
|
Q1 2025
Added 73.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
25,380
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
25,378
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
25,344
shares
|
$2 Million
1.1% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
25,344
shares
|
$2 Million
1.16% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
25,272
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
25,216
shares
|
$1.99 Million
0.9% of portfolio
|
Q1 2025
Added 35.62%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
25,167
shares
|
$1.99 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
25,119
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,103
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
May 05, 2025 Q1 2025 |
25,000
shares
|
$1.97 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
24,948
shares
|
$1.97 Million
0.72% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
24,905
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Added 361.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
24,345
shares
|
$1.92 Million
0.2% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
24,321
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,250
shares
|
$1.91 Million
0.31% of portfolio
|
Q1 2025
Added 55.56%
|