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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
8,836
shares
|
$697,160
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
8,825
shares
|
$696,292
0.48% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,819
shares
|
$695,819
0.32% of portfolio
|
Q1 2025
Added 76.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,759
shares
|
$691,085
0.09% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
8,681
shares
|
$684,930
0.16% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
8,670
shares
|
$684,063
0.19% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
8,666
shares
|
$683,747
0.43% of portfolio
|
Q1 2025
Reduced 69.85%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,638
shares
|
$681,538
0.68% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
8,576
shares
|
$676,646
0.14% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
8,550
shares
|
$674,595
0.61% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$674,200
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
8,540
shares
|
$673,806
0.53% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,522
shares
|
$672,385
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,515
shares
|
$671,833
0.05% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,470
shares
|
$668,283
0.17% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
8,415
shares
|
$663,943
0.07% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
8,403
shares
|
$662,996
0.14% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8,400
shares
|
$662,760
0.04% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
8,326
shares
|
$656,921
0.02% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,285
shares
|
$653,686
0.05% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,267
shares
|
$652,266
0.03% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,210
shares
|
$647,769
0.21% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
8,177
shares
|
$645,165
0.44% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
8,174
shares
|
$644,928
0.43% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,154
shares
|
$643,350
0.01% of portfolio
|
Q1 2025
Added 1.87%
|