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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
3,559
shares
|
$282,904
0.03% of portfolio
|
Q2 2024
Added 880.44%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
3,548
shares
|
$282,030
0.1% of portfolio
|
Q1 2024
Added 137.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,534
shares
|
$280,917
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,527
shares
|
$280,361
0.04% of portfolio
|
Q4 2024
Reduced 89.15%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
3,515
shares
|
$279,407
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,509
shares
|
$278,930
0.12% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
3,502
shares
|
$278,373
0.07% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$278,215
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
3,494
shares
|
$277,738
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
3,493
shares
|
$277,658
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,481
shares
|
$276,704
0.06% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,479
shares
|
$276,545
0.03% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,433
shares
|
$272,889
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,429
shares
|
$272,571
0.02% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,401
shares
|
$270,345
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,389
shares
|
$269,391
0.05% of portfolio
|
Q4 2024
Reduced 96.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$268,278
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,372
shares
|
$268,040
0.04% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
3,348
shares
|
$266,132
0.11% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,347
shares
|
$266,053
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,346
shares
|
$265,973
0.02% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
3,308
shares
|
$262,952
0.31% of portfolio
|
Q4 2024
Reduced 74.61%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,292
shares
|
$261,681
0.13% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,288
shares
|
$261,363
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
3,275
shares
|
$260,329
0.13% of portfolio
|
Q1 2024
New holding
|