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 |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
5,168
shares
|
$407,755
0.04% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
5,168
shares
|
$407,755
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
5,164
shares
|
$407,439
0.28% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
5,155
shares
|
$406,729
0.03% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$401,995
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
5,082
shares
|
$400,969
0.44% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
5,073
shares
|
$400,259
0.04% of portfolio
|
Q1 2025
Reduced 71.23%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$400,180
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,062
shares
|
$399,391
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,062
shares
|
$399,391
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
5,057
shares
|
$398,997
0.05% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
5,050
shares
|
$398,445
0.39% of portfolio
|
Q1 2025
Added 362.88%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,039
shares
|
$397,577
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
5,018
shares
|
$395,920
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
5,016
shares
|
$395,762
0.02% of portfolio
|
Q1 2023
Reduced 21.82%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
5,000
shares
|
$394,500
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,968
shares
|
$391,975
0.71% of portfolio
|
Q1 2025
Reduced 92.08%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
4,962
shares
|
$391,501
0.1% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,956
shares
|
$391,028
0.01% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
4,946
shares
|
$390,239
0.08% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$389,608
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
4,936
shares
|
$389,450
0.03% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,934
shares
|
$389,292
0.18% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$388,977
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
4,907
shares
|
$387,162
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|