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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
17,081
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
17,064
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
17,000
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,982
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
16,918
shares
|
$1.33 Million
0.08% of portfolio
|
Q1 2025
Added 11030.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
16,904
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 60.08%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
16,893
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
16,865
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
16,861
shares
|
$1.33 Million
0.5% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
16,624
shares
|
$1.31 Million
0.56% of portfolio
|
Q1 2025
Added 31.07%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
16,521
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
16,496
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 56.32%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
16,455
shares
|
$1.3 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
16,402
shares
|
$1.29 Million
0.75% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,301
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.03%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
16,243
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.79%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
16,143
shares
|
$1.27 Million
0.57% of portfolio
|
Q1 2025
Reduced 48.65%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
16,122
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
16,064
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
16,031
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
16,018
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,998
shares
|
$1.26 Million
1.06% of portfolio
|
Q1 2025
Reduced 67.8%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
15,872
shares
|
$1.25 Million
0.49% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
15,851
shares
|
$1.25 Million
0.86% of portfolio
|
Q1 2025
Reduced 67.33%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
15,795
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 10.95%
|