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 1,484 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
12,778
shares
|
$980,583
0.17% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
12,758
shares
|
$979,048
0.05% of portfolio
|
Q3 2024
Added 175.31%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,685
shares
|
$973,446
0.2% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,588
shares
|
$966,003
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,588
shares
|
$966,003
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,554
shares
|
$963,393
0.1% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,545
shares
|
$962,703
0.08% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,504
shares
|
$959,556
0.02% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
12,498
shares
|
$959,096
0.2% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
12,448
shares
|
$955,259
0.54% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
12,426
shares
|
$953,571
0.25% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
12,421
shares
|
$953,187
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
12,389
shares
|
$950,731
0.18% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
12,384
shares
|
$950,348
0.44% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
12,349
shares
|
$947,662
0.03% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$944,976
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$938,530
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,227
shares
|
$938,299
0.13% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,194
shares
|
$935,767
0.02% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,190
shares
|
$935,460
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
12,127
shares
|
$930,625
0.08% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
12,118
shares
|
$929,935
0.14% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,094
shares
|
$928,093
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,084
shares
|
$927,326
0.06% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
12,083
shares
|
$927,249
1.66% of portfolio
|
Q4 2024
Added 0.7%
|