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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,201
shares
|
$333,937
0.02% of portfolio
|
Q3 2024
Added 27.26%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$333,858
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
4,200
shares
|
$333,858
0.12% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,196
shares
|
$333,540
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,186
shares
|
$332,745
0.03% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$331,870
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,171
shares
|
$331,552
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
4,156
shares
|
$330,360
0.21% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,156
shares
|
$330,360
0.27% of portfolio
|
Q3 2024
Reduced 45.15%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,155
shares
|
$330,280
0.14% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,122
shares
|
$327,657
0.13% of portfolio
|
Q3 2024
Reduced 45.88%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,117
shares
|
$327,260
0.08% of portfolio
|
Q4 2024
Added 30.82%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,113
shares
|
$326,942
0.09% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,102
shares
|
$326,067
0.07% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,094
shares
|
$325,432
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,042
shares
|
$321,298
0.04% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,031
shares
|
$320,424
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,008
shares
|
$318,595
0.21% of portfolio
|
Q2 2024
Reduced 17.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,004
shares
|
$318,277
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$317,960
0.18% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,991
shares
|
$317,244
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,966
shares
|
$315,257
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$312,713
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$310,011
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,888
shares
|
$309,057
0.25% of portfolio
|
Q3 2024
Added 8.45%
|