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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$828,765
0.05% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,446
shares
|
$824,189
0.07% of portfolio
|
Q1 2025
Added 94863.64%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,427
shares
|
$822,690
0.0% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
10,335
shares
|
$815,431
0.08% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
10,292
shares
|
$812,038
0.06% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,275
shares
|
$810,697
0.01% of portfolio
|
Q1 2025
Added 121.11%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
10,274
shares
|
$810,618
0.13% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,258
shares
|
$809,356
0.73% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
10,244
shares
|
$808,251
0.59% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
10,235
shares
|
$807,541
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,225
shares
|
$806,752
0.0% of portfolio
|
Q1 2025
Added 92.74%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
10,215
shares
|
$805,963
0.41% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,210
shares
|
$805,569
0.03% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,184
shares
|
$803,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,141
shares
|
$800,124
0.02% of portfolio
|
Q1 2025
Added 96.57%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,075
shares
|
$794,917
0.03% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$792,945
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,018
shares
|
$790,420
0.13% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
10,012
shares
|
$789,946
0.53% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
9,982
shares
|
$787,579
0.44% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
9,980
shares
|
$787,422
0.61% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$787,343
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
9,963
shares
|
$786,080
0.12% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
9,922
shares
|
$782,845
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,900
shares
|
$781,110
0.31% of portfolio
|
Q1 2025
Reduced 13.75%
|