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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
6,735
shares
|
$531,391
0.32% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
6,678
shares
|
$526,894
0.08% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
6,640
shares
|
$523,896
0.28% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
6,639
shares
|
$523,817
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6,636
shares
|
$523,580
0.13% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,633
shares
|
$523,343
0.01% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
6,629
shares
|
$523,028
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
6,619
shares
|
$522,239
0.35% of portfolio
|
Q1 2025
Added 44.71%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
6,600
shares
|
$520,740
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,555
shares
|
$517,189
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
6,550
shares
|
$516,795
0.18% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
6,520
shares
|
$514,428
0.46% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$512,850
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
6,440
shares
|
$508,116
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
6,375
shares
|
$502,987
0.12% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,363
shares
|
$502,040
0.01% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
6,319
shares
|
$498,569
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,312
shares
|
$498,016
0.12% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
6,284
shares
|
$495,807
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,246
shares
|
$492,809
0.08% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
6,230
shares
|
$491,547
0.27% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
6,218
shares
|
$490,600
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,190
shares
|
$488,391
0.04% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,177
shares
|
$487,365
0.14% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,176
shares
|
$487,286
0.05% of portfolio
|
Q1 2025
Reduced 67.94%
|