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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
20,932
shares
|
$1.65 Million
1.32% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,918
shares
|
$1.65 Million
0.29% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
20,623
shares
|
$1.63 Million
0.22% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
20,541
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,528
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2023
Reduced 12.95%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
20,500
shares
|
$1.62 Million
1.82% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
20,457
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Added 523.5%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
20,441
shares
|
$1.61 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
20,405
shares
|
$1.61 Million
0.2% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,392
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
20,367
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
20,287
shares
|
$1.6 Million
0.78% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
20,253
shares
|
$1.6 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
20,188
shares
|
$1.59 Million
0.72% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
20,157
shares
|
$1.59 Million
0.14% of portfolio
|
Q1 2025
Added 36.65%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
20,057
shares
|
$1.58 Million
1.13% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
20,000
shares
|
$1.58 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
19,989
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 125.41%
|
|
|
Savior LLC
|
Apr 22, 2025 Q1 2025 |
19,796
shares
|
$1.56 Million
9.38% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
19,730
shares
|
$1.56 Million
1.39% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
19,591
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,133
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
19,016
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
18,917
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|