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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
4,500
shares
|
$355,050
0.01% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,492
shares
|
$354,418
0.0% of portfolio
|
Q1 2025
Reduced 86.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
4,479
shares
|
$353,393
0.02% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
4,471
shares
|
$352,761
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,470
shares
|
$352,683
0.01% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
4,456
shares
|
$351,578
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
4,447
shares
|
$350,868
0.01% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,427
shares
|
$349,290
0.09% of portfolio
|
Q1 2025
Added 204.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,398
shares
|
$347,002
0.05% of portfolio
|
Q1 2025
Reduced 55.18%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
4,390
shares
|
$346,371
0.08% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,388
shares
|
$346,213
0.05% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
4,387
shares
|
$346,134
0.15% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,375
shares
|
$345,187
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,374
shares
|
$345,108
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
4,363
shares
|
$344,240
0.29% of portfolio
|
Q1 2025
Reduced 45.7%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,360
shares
|
$344,004
0.08% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
4,348
shares
|
$343,057
0.11% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,344
shares
|
$342,741
0.01% of portfolio
|
Q4 2024
Added 399.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,334
shares
|
$341,952
0.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$340,453
0.01% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,304
shares
|
$339,585
0.01% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
4,289
shares
|
$338,402
0.21% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,254
shares
|
$335,640
0.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
4,254
shares
|
$335,640
0.11% of portfolio
|
Q1 2025
Reduced 72.08%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,249
shares
|
$335,246
0.05% of portfolio
|
Q1 2025
Added 20.47%
|