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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,244
shares
|
$334,851
0.03% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,232
shares
|
$333,904
0.01% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,213
shares
|
$332,405
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,204
shares
|
$331,695
0.02% of portfolio
|
Q1 2025
Reduced 52.96%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,200
shares
|
$331,380
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
4,200
shares
|
$331,380
0.13% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,187
shares
|
$330,354
0.02% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$329,407
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
4,156
shares
|
$327,908
0.22% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,155
shares
|
$327,829
0.15% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,151
shares
|
$327,513
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,125
shares
|
$325,462
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
4,118
shares
|
$324,910
0.3% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,092
shares
|
$322,858
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,091
shares
|
$322,779
0.0% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
4,077
shares
|
$321,675
0.34% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
4,068
shares
|
$320,965
0.06% of portfolio
|
Q1 2025
Added 114.11%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
4,044
shares
|
$319,071
0.02% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,036
shares
|
$318,440
0.03% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,028
shares
|
$317,809
0.01% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,015
shares
|
$316,783
0.05% of portfolio
|
Q1 2025
Reduced 60.7%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,000
shares
|
$315,600
0.32% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
3,981
shares
|
$314,100
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
3,980
shares
|
$314,022
0.03% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
3,955
shares
|
$312,049
0.24% of portfolio
|
Q1 2025
New holding
|