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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,196
shares
|
$705,701
0.12% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,165
shares
|
$703,322
0.01% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
9,141
shares
|
$701,480
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$699,792
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$697,106
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
9,043
shares
|
$693,959
0.25% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
9,022
shares
|
$692,348
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,970
shares
|
$688,357
0.19% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
8,957
shares
|
$687,360
0.29% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,955
shares
|
$687,206
0.45% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,939
shares
|
$685,978
0.08% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,938
shares
|
$685,902
0.03% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
8,902
shares
|
$683,139
0.23% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
8,894
shares
|
$682,525
0.22% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
8,862
shares
|
$680,069
0.65% of portfolio
|
Q4 2024
Added 47.7%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,829
shares
|
$677,537
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
8,814
shares
|
$676,386
0.47% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,745
shares
|
$671,091
0.18% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
8,723
shares
|
$669,403
0.4% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,650
shares
|
$663,801
0.05% of portfolio
|
Q1 2024
Added 22.22%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8,614
shares
|
$661,038
0.15% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
8,575
shares
|
$658,045
0.06% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
8,561
shares
|
$656,971
0.46% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,560
shares
|
$656,894
0.16% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$655,743
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|