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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,629
shares
|
$508,709
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,628
shares
|
$508,632
0.09% of portfolio
|
Q3 2024
Added 61.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
6,610
shares
|
$507,251
0.27% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
6,607
shares
|
$507,021
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
6,600
shares
|
$506,483
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
6,566
shares
|
$503,874
0.12% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,555
shares
|
$503,030
0.1% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,531
shares
|
$501,188
0.03% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$498,809
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
6,500
shares
|
$498,809
4.23% of portfolio
|
Q3 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$494,972
0.27% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,432
shares
|
$493,591
0.07% of portfolio
|
Q4 2024
Added 54.95%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
6,422
shares
|
$492,824
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,343
shares
|
$486,761
0.16% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
6,340
shares
|
$486,531
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
6,319
shares
|
$484,920
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,284
shares
|
$482,234
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,177
shares
|
$474,022
0.25% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,145
shares
|
$471,567
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
6,083
shares
|
$466,809
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,079
shares
|
$466,502
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$465,197
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$465,197
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$463,049
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,021
shares
|
$462,051
0.14% of portfolio
|
Q3 2024
New holding
|