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 1,495 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,455
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 123.53%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
15,428
shares
|
$1.21 Million
0.65% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,316
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 58.44%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
15,252
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
15,231
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,230
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
15,230
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
15,177
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,149
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
15,073
shares
|
$1.18 Million
0.91% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,991
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,889
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Added 71.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,751
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
14,639
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
14,362
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,304
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,247
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
14,220
shares
|
$1.11 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,199
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
14,066
shares
|
$1.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
14,064
shares
|
$1.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
14,056
shares
|
$1.1 Million
0.38% of portfolio
|
Q4 2024
Reduced 52.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
14,022
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,003
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Added 491.84%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
13,733
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
New holding
|