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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
15,705
shares
|
$1.24 Million
1.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
15,690
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,612
shares
|
$1.23 Million
0.44% of portfolio
|
Q4 2022
Reduced 98.58%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
15,599
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
15,592
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
15,519
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
15,482
shares
|
$1.22 Million
0.49% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
15,477
shares
|
$1.22 Million
0.51% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
15,441
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
15,437
shares
|
$1.22 Million
0.65% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,409
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
15,378
shares
|
$1.21 Million
0.6% of portfolio
|
Q1 2025
Added 32.79%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
15,364
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
15,282
shares
|
$1.21 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
15,260
shares
|
$1.2 Million
1.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
15,260
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
15,233
shares
|
$1.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,230
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,149
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
15,074
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
15,040
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
14,770
shares
|
$1.17 Million
0.66% of portfolio
|
Q1 2025
Added 45.4%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
14,695
shares
|
$1.16 Million
1.1% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
14,632
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
14,489
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.76%
|