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 |
|---|---|---|---|---|---|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
21,986
shares
|
$1.73 Million
1.57% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
21,910
shares
|
$1.73 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,906
shares
|
$1.73 Million
0.11% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
21,902
shares
|
$1.73 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,759
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
21,729
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,650
shares
|
$1.71 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
21,645
shares
|
$1.71 Million
1.29% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
21,627
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2023
Reduced 5.81%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
21,584
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
21,578
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21,544
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
21,508
shares
|
$1.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
21,500
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,450
shares
|
$1.69 Million
0.12% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
21,430
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
21,372
shares
|
$1.69 Million
0.62% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
21,230
shares
|
$1.68 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
21,212
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 218.26%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
21,136
shares
|
$1.67 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,075
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
21,017
shares
|
$1.66 Million
1.12% of portfolio
|
Q1 2025
Added 30.79%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
21,002
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,978
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
20,963
shares
|
$1.65 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.43%
|