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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,634
shares
|
$444,522
0.0% of portfolio
|
Q1 2025
Reduced 95.83%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,600
shares
|
$441,840
0.01% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
5,592
shares
|
$441,208
0.03% of portfolio
|
Q1 2024
Added 2.85%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
5,566
shares
|
$439,157
0.06% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
5,549
shares
|
$437,816
0.16% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
5,524
shares
|
$435,843
0.34% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,488
shares
|
$433,003
0.33% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
5,458
shares
|
$430,636
0.23% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,445
shares
|
$429,610
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,444
shares
|
$429,531
0.11% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,433
shares
|
$428,663
0.1% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
5,425
shares
|
$428,032
0.03% of portfolio
|
Q1 2025
Reduced 82.98%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
5,424
shares
|
$427,953
0.49% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
5,393
shares
|
$425,507
0.14% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,386
shares
|
$424,955
0.09% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,366
shares
|
$423,377
0.17% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
5,348
shares
|
$421,957
0.12% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,336
shares
|
$421,010
0.01% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
5,319
shares
|
$419,669
0.12% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
5,317
shares
|
$419,511
0.12% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
5,298
shares
|
$418,012
0.37% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,287
shares
|
$417,144
0.04% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,275
shares
|
$416,197
0.03% of portfolio
|
Q1 2025
Reduced 29.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,270
shares
|
$415,803
0.03% of portfolio
|
Q1 2025
Reduced 40.87%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
5,251
shares
|
$414,303
0.08% of portfolio
|
Q1 2025
Reduced 8.15%
|