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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
6,092
shares
|
$480,658
0.38% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$478,291
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$478,291
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,045
shares
|
$476,950
0.01% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$476,082
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$474,189
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
6,010
shares
|
$474,189
0.2% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
6,000
shares
|
$473,400
0.44% of portfolio
|
Q1 2025
Reduced 32.3%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
5,966
shares
|
$470,717
0.35% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,939
shares
|
$468,587
0.18% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,934
shares
|
$468,192
0.11% of portfolio
|
Q1 2025
Added 44.13%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
5,908
shares
|
$466,141
0.14% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
5,882
shares
|
$464,089
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,873
shares
|
$463,379
0.01% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
5,871
shares
|
$463,221
0.03% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,850
shares
|
$461,565
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
5,850
shares
|
$461,565
0.47% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
5,744
shares
|
$453,201
0.04% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$452,886
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
5,716
shares
|
$450,992
0.49% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
5,674
shares
|
$447,678
0.15% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
5,672
shares
|
$447,520
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
5,663
shares
|
$446,810
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
5,654
shares
|
$446,100
0.45% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,652
shares
|
$445,942
0.37% of portfolio
|
Q1 2025
Added 0.05%
|