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 1,479 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,449
shares
|
$433,141
0.3% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,445
shares
|
$432,823
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,368
shares
|
$426,702
0.09% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,365
shares
|
$426,463
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
5,353
shares
|
$425,509
0.13% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
5,344
shares
|
$424,794
0.15% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5,319
shares
|
$422,807
0.04% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,317
shares
|
$422,648
0.11% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,279
shares
|
$419,627
0.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
5,231
shares
|
$415,812
0.02% of portfolio
|
Q3 2024
Added 36.37%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,214
shares
|
$414,460
0.04% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,187
shares
|
$412,314
0.1% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,168
shares
|
$410,804
0.04% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
5,155
shares
|
$409,770
0.03% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
5,148
shares
|
$409,214
0.27% of portfolio
|
Q3 2024
Reduced 62.6%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,148
shares
|
$409,214
0.2% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
5,115
shares
|
$406,591
0.19% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,110
shares
|
$406,193
0.16% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,105
shares
|
$405,796
0.06% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,101
shares
|
$405,478
0.06% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$405,001
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$404,445
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$403,173
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,062
shares
|
$402,378
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,061
shares
|
$402,298
0.06% of portfolio
|
Q4 2024
Reduced 96.79%
|