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 |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
9,806
shares
|
$773,693
0.23% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
9,784
shares
|
$771,957
1.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
9,781
shares
|
$771,720
0.54% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
9,773
shares
|
$771,089
0.02% of portfolio
|
Q1 2025
Added 216.89%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
9,740
shares
|
$768,486
0.01% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,724
shares
|
$767,223
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,652
shares
|
$761,542
0.43% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
9,552
shares
|
$753,652
0.68% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
9,448
shares
|
$745,447
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
9,365
shares
|
$738,898
0.27% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
9,364
shares
|
$738,819
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
9,283
shares
|
$732,428
0.11% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,260
shares
|
$730,614
0.01% of portfolio
|
Q1 2025
Added 82.28%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
9,233
shares
|
$728,483
0.58% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
9,229
shares
|
$728,168
0.49% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
9,174
shares
|
$723,828
0.84% of portfolio
|
Q1 2025
Reduced 73.45%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
9,171
shares
|
$723,591
0.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
9,160
shares
|
$722,724
0.34% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$719,489
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
9,083
shares
|
$716,648
0.16% of portfolio
|
Q1 2025
Added 29.35%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
9,007
shares
|
$710,652
0.34% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
8,972
shares
|
$707,890
0.23% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
8,902
shares
|
$702,367
0.25% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
8,891
shares
|
$701,499
0.37% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,844
shares
|
$697,791
0.03% of portfolio
|
Q1 2025
Added 146.35%
|