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 |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
24,164
shares
|
$1.91 Million
1.1% of portfolio
|
Q1 2025
Reduced 44.74%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
24,120
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
24,056
shares
|
$1.9 Million
0.08% of portfolio
|
Q1 2025
Added 33.22%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
24,000
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
23,870
shares
|
$1.88 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
23,625
shares
|
$1.86 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
23,485
shares
|
$1.85 Million
0.55% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
23,375
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23,372
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2023
Added 4574.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
23,354
shares
|
$1.84 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
23,278
shares
|
$1.84 Million
0.7% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
23,243
shares
|
$1.83 Million
0.57% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
23,055
shares
|
$1.82 Million
0.81% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,986
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2023
Reduced 11.82%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
22,860
shares
|
$1.8 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
22,754
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2024
Added 129.38%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
22,748
shares
|
$1.79 Million
0.87% of portfolio
|
Q1 2025
Reduced 35.6%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
22,435
shares
|
$1.77 Million
1.11% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
22,304
shares
|
$1.76 Million
0.46% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
22,288
shares
|
$1.76 Million
0.2% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
22,267
shares
|
$1.76 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
22,236
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
22,152
shares
|
$1.75 Million
0.82% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,031
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
22,000
shares
|
$1.74 Million
1.98% of portfolio
|
Q1 2023
New holding
|