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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
3,948
shares
|
$311,497
0.01% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
3,944
shares
|
$311,181
0.04% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,944
shares
|
$311,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,944
shares
|
$311,181
0.2% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
3,929
shares
|
$309,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
3,921
shares
|
$309,366
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
3,910
shares
|
$308,499
0.05% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,893
shares
|
$307,157
0.08% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,885
shares
|
$306,526
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,875
shares
|
$305,737
0.03% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
3,862
shares
|
$304,711
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
3,845
shares
|
$303,370
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
3,836
shares
|
$302,660
0.34% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,833
shares
|
$302,423
0.02% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,832
shares
|
$302,344
0.08% of portfolio
|
Q1 2025
Reduced 79.59%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
3,818
shares
|
$301,240
0.14% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
3,809
shares
|
$300,530
0.25% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$300,372
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,801
shares
|
$299,898
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,795
shares
|
$299,425
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$299,031
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
3,789
shares
|
$298,952
0.16% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
3,782
shares
|
$298,399
0.24% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
3,780
shares
|
$298,242
0.18% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
3,776
shares
|
$297,926
0.11% of portfolio
|
Q1 2025
Added 5.56%
|