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 1,551 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$381,384
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,927
shares
|
$381,152
0.01% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,925
shares
|
$380,998
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,924
shares
|
$380,920
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$380,688
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,917
shares
|
$380,379
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,872
shares
|
$376,897
0.16% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,869
shares
|
$376,665
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$376,124
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,854
shares
|
$375,505
0.01% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
4,846
shares
|
$374,886
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,829
shares
|
$373,571
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
4,819
shares
|
$372,797
0.15% of portfolio
|
Q4 2024
Reduced 94.68%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$371,328
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,784
shares
|
$370,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$368,233
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
4,746
shares
|
$367,150
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
4,742
shares
|
$366,841
0.07% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,729
shares
|
$365,835
0.32% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,722
shares
|
$365,293
0.07% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
4,713
shares
|
$364,597
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,712
shares
|
$364,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,647
shares
|
$359,491
0.0% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,626
shares
|
$357,867
0.04% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,618
shares
|
$357,248
0.08% of portfolio
|
Q4 2024
Reduced 10.97%
|