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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$547,616
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,093
shares
|
$544,316
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
7,092
shares
|
$544,240
0.47% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$541,017
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,022
shares
|
$538,868
0.12% of portfolio
|
Q4 2024
Added 227.06%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
7,000
shares
|
$537,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,987
shares
|
$536,182
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,985
shares
|
$536,028
0.26% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
6,978
shares
|
$535,491
0.09% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
6,952
shares
|
$533,496
0.3% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,947
shares
|
$533,112
0.02% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,942
shares
|
$532,729
0.36% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$531,271
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
6,913
shares
|
$530,503
0.07% of portfolio
|
Q3 2024
Reduced 86.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,904
shares
|
$529,812
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$529,122
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,861
shares
|
$526,513
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$526,282
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$525,669
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,802
shares
|
$521,985
0.16% of portfolio
|
Q3 2024
Added 58.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,754
shares
|
$518,301
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
6,740
shares
|
$517,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,711
shares
|
$515,002
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
6,698
shares
|
$514,004
0.33% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,636
shares
|
$509,246
0.13% of portfolio
|
Q1 2024
Reduced 4.61%
|