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 1,480 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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,845
shares
|
$305,639
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,844
shares
|
$305,559
0.02% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,823
shares
|
$303,890
0.01% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,819
shares
|
$303,572
0.01% of portfolio
|
Q2 2024
Added 8.31%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,818
shares
|
$303,492
0.14% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,813
shares
|
$303,095
0.03% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$302,618
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
3,792
shares
|
$301,426
0.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$301,267
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,787
shares
|
$301,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,787
shares
|
$301,028
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,776
shares
|
$300,154
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,773
shares
|
$299,915
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,773
shares
|
$299,915
0.11% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,762
shares
|
$299,041
0.02% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,741
shares
|
$297,372
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,728
shares
|
$296,338
0.02% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$293,000
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,676
shares
|
$292,205
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
3,644
shares
|
$289,661
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
3,619
shares
|
$287,674
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,602
shares
|
$286,322
0.13% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,584
shares
|
$284,892
0.01% of portfolio
|
Q3 2024
Reduced 82.13%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,577
shares
|
$284,335
0.1% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,568
shares
|
$283,620
0.0% of portfolio
|
Q4 2024
Reduced 50.77%
|