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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,328
shares
|
$893,779
0.12% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,313
shares
|
$892,595
0.01% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,236
shares
|
$886,520
0.06% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
11,131
shares
|
$878,235
0.32% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
11,065
shares
|
$873,028
0.5% of portfolio
|
Q1 2025
Added 71.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,927
shares
|
$862,140
0.01% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
10,922
shares
|
$861,745
0.33% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
10,872
shares
|
$857,800
0.16% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,870
shares
|
$857,643
0.03% of portfolio
|
Q1 2025
Added 45.05%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
10,786
shares
|
$851,015
0.26% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
10,775
shares
|
$850,147
0.45% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,774
shares
|
$850,068
0.03% of portfolio
|
Q1 2025
Added 33568.75%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$846,202
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
10,700
shares
|
$844,230
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$844,072
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
10,692
shares
|
$843,598
0.17% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
10,669
shares
|
$841,784
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
10,648
shares
|
$840,127
0.55% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
10,600
shares
|
$836,340
0.16% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
10,554
shares
|
$832,710
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$832,000
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
10,537
shares
|
$831,369
0.26% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,526
shares
|
$830,501
0.0% of portfolio
|
Q1 2025
Added 1052500.0%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,516
shares
|
$829,712
0.16% of portfolio
|
Q1 2025
Reduced 40.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
10,516
shares
|
$829,712
0.2% of portfolio
|
Q1 2025
Added 20.25%
|