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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
18,903
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
18,695
shares
|
$1.48 Million
0.25% of portfolio
|
Q1 2025
Added 54.27%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
18,663
shares
|
$1.47 Million
0.16% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,606
shares
|
$1.47 Million
1.12% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
18,574
shares
|
$1.47 Million
0.49% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.46 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
18,426
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
18,384
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,235
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
18,084
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
18,044
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,898
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
17,822
shares
|
$1.41 Million
0.15% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
17,746
shares
|
$1.4 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
17,606
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
17,435
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Added 159.8%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
17,371
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Reduced 66.74%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
17,311
shares
|
$1.37 Million
0.8% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,221
shares
|
$1.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,199
shares
|
$1.36 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
17,196
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,180
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,159
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
17,085
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.5%
|