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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
13,202
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
13,047
shares
|
$1.03 Million
0.56% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.03 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
13,011
shares
|
$1.03 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
12,973
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
12,952
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
12,913
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,845
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,808
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
12,789
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
12,782
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
12,765
shares
|
$1.01 Million
1.03% of portfolio
|
Q1 2025
Added 103.59%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
12,761
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
12,732
shares
|
$1 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
12,648
shares
|
$997,927
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12,592
shares
|
$993,508
0.12% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
12,500
shares
|
$986,250
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,470
shares
|
$983,883
0.01% of portfolio
|
Q1 2025
Added 111.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,468
shares
|
$983,725
0.04% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
12,433
shares
|
$980,963
0.18% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
12,433
shares
|
$980,963
0.0% of portfolio
|
Q1 2025
Reduced 57.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
12,420
shares
|
$979,938
0.13% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
12,417
shares
|
$979,701
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,409
shares
|
$979,070
0.07% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$971,574
0.08% of portfolio
|
Q3 2022
Added 167.87%
|