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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
14,364
shares
|
$1.13 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,360
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Added 78.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
14,356
shares
|
$1.13 Million
0.15% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
14,264
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
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%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
14,245
shares
|
$1.12 Million
1.23% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
14,220
shares
|
$1.12 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
14,147
shares
|
$1.12 Million
0.69% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
13,969
shares
|
$1.1 Million
0.54% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
13,960
shares
|
$1.1 Million
0.66% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,940
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
13,831
shares
|
$1.09 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,812
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
13,772
shares
|
$1.09 Million
0.59% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
13,758
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
13,754
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
13,742
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,727
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
13,618
shares
|
$1.07 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
13,471
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,465
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
13,398
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Reduced 48.36%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
13,329
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
13,223
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.15%
|