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 |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
8,147
shares
|
$642,798
0.21% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
8,137
shares
|
$642,009
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$637,906
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$637,512
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
8,031
shares
|
$633,645
0.0% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
8,029
shares
|
$633,488
0.05% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
8,013
shares
|
$632,225
0.21% of portfolio
|
Q1 2025
Added 26.33%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
7,995
shares
|
$630,805
0.03% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
7,988
shares
|
$630,253
0.31% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
7,851
shares
|
$619,443
0.1% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$618,891
1.2% of portfolio
|
Q3 2022
Added 104.06%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
7,800
shares
|
$615,420
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
7,721
shares
|
$609,186
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
7,700
shares
|
$607,530
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,695
shares
|
$607,135
0.01% of portfolio
|
Q4 2024
Reduced 35.46%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
7,639
shares
|
$602,717
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
7,605
shares
|
$600,034
0.19% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,562
shares
|
$596,641
0.26% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
7,546
shares
|
$595,379
0.4% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
7,477
shares
|
$589,935
0.16% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
7,459
shares
|
$588,515
0.0% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
7,430
shares
|
$586,227
0.16% of portfolio
|
Q1 2025
Reduced 59.82%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
7,373
shares
|
$581,729
0.16% of portfolio
|
Q1 2025
Added 40.55%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
7,362
shares
|
$580,861
0.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
7,329
shares
|
$578,258
0.36% of portfolio
|
Q1 2025
Reduced 64.53%
|