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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,522
shares
|
$653,978
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
8,434
shares
|
$647,225
0.13% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
8,400
shares
|
$644,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
8,384
shares
|
$643,388
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
8,374
shares
|
$642,620
0.01% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,300
shares
|
$636,942
0.2% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,267
shares
|
$634,409
0.03% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,259
shares
|
$633,795
0.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,177
shares
|
$627,502
0.43% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,143
shares
|
$624,893
0.05% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
8,133
shares
|
$624,126
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$620,442
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,081
shares
|
$620,135
0.4% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$620,059
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,066
shares
|
$618,984
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,059
shares
|
$618,447
0.05% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
8,031
shares
|
$616,298
0.43% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
8,001
shares
|
$613,996
0.33% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
7,989
shares
|
$613,075
0.54% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
7,988
shares
|
$612,999
0.31% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
7,875
shares
|
$604,327
0.27% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,851
shares
|
$602,485
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$601,948
1.2% of portfolio
|
Q3 2022
Added 104.06%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,844
shares
|
$601,948
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$598,572
0.14% of portfolio
|
Q2 2024
New holding
|