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 |
|---|---|---|---|---|---|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
4,902
shares
|
$386,767
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,902
shares
|
$386,767
0.05% of portfolio
|
Q1 2025
Reduced 59.91%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
4,898
shares
|
$386,452
0.06% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
4,872
shares
|
$384,400
0.18% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$383,611
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
4,850
shares
|
$382,665
0.08% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
4,800
shares
|
$378,720
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
4,789
shares
|
$377,852
0.33% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,760
shares
|
$375,564
0.1% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$375,564
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
4,747
shares
|
$374,538
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
4,729
shares
|
$373,118
0.03% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,720
shares
|
$372,408
0.01% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,662
shares
|
$367,831
0.06% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
4,654
shares
|
$367,200
0.06% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
4,636
shares
|
$365,780
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
4,632
shares
|
$365,464
0.02% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,626
shares
|
$364,991
0.04% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
4,626
shares
|
$364,991
0.08% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$360,336
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
4,563
shares
|
$360,020
0.3% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
4,563
shares
|
$360,020
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,540
shares
|
$358,206
0.15% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
4,523
shares
|
$356,864
0.1% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
4,517
shares
|
$356,391
0.54% of portfolio
|
Q1 2025
Reduced 19.28%
|