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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,291
shares
|
$575,259
0.29% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
7,259
shares
|
$572,735
0.02% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,246
shares
|
$571,709
0.03% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,205
shares
|
$568,474
0.23% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,191
shares
|
$567,369
0.04% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,190
shares
|
$567,291
0.11% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
7,177
shares
|
$566,265
0.48% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$565,476
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$563,109
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$563,030
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
7,103
shares
|
$560,426
0.18% of portfolio
|
Q1 2025
Added 58.41%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
7,057
shares
|
$556,797
0.09% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,030
shares
|
$554,667
0.02% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,017
shares
|
$553,641
0.05% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,991
shares
|
$551,589
0.26% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
6,987
shares
|
$551,274
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
6,970
shares
|
$549,933
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
6,957
shares
|
$548,907
0.15% of portfolio
|
Q1 2025
Added 118.29%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$546,224
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$544,015
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$541,096
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$540,465
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,821
shares
|
$538,176
0.38% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
6,766
shares
|
$533,837
0.21% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,756
shares
|
$533,048
0.08% of portfolio
|
Q1 2025
Added 5.04%
|