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 1,494 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$611,442
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,756
shares
|
$607,992
0.18% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,695
shares
|
$603,211
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
7,692
shares
|
$602,975
0.05% of portfolio
|
Q3 2024
Added 54.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,640
shares
|
$598,899
0.04% of portfolio
|
Q4 2024
Added 52.5%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
7,639
shares
|
$598,821
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,638
shares
|
$598,742
0.09% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
7,635
shares
|
$598,507
0.03% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,577
shares
|
$593,961
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
7,516
shares
|
$589,179
0.39% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$587,925
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
7,495
shares
|
$587,533
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,494
shares
|
$587,454
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
7,386
shares
|
$578,988
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
7,377
shares
|
$578,283
0.18% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,346
shares
|
$575,852
0.0% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
7,291
shares
|
$571,541
0.3% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,231
shares
|
$566,838
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,224
shares
|
$566,289
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,205
shares
|
$564,799
0.23% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$561,821
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,142
shares
|
$559,861
0.28% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$559,469
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$559,391
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,093
shares
|
$556,020
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|