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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,263
shares
|
$259,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,261
shares
|
$259,216
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,250
shares
|
$258,342
0.03% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,234
shares
|
$257,070
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,226
shares
|
$256,434
0.11% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,223
shares
|
$256,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,220
shares
|
$255,957
0.14% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,208
shares
|
$255,003
0.03% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,205
shares
|
$254,765
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$254,209
0.01% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
3,187
shares
|
$253,334
0.07% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
3,186
shares
|
$253,255
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,178
shares
|
$252,619
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
3,170
shares
|
$251,983
0.08% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,169
shares
|
$251,903
0.08% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,150
shares
|
$250,393
0.02% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$250,393
0.04% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,147
shares
|
$250,155
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
3,139
shares
|
$249,519
0.13% of portfolio
|
Q3 2024
Reduced 51.03%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,135
shares
|
$249,201
0.12% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,115
shares
|
$247,611
0.08% of portfolio
|
Q1 2024
Reduced 85.89%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$247,611
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,109
shares
|
$247,134
0.22% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,107
shares
|
$246,975
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,093
shares
|
$245,862
0.07% of portfolio
|
Q3 2024
Added 2.72%
|