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 |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
3,774
shares
|
$297,768
0.04% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
3,771
shares
|
$297,531
0.01% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,770
shares
|
$297,453
0.05% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,769
shares
|
$297,374
0.33% of portfolio
|
Q1 2025
Reduced 80.55%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,733
shares
|
$294,533
0.04% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
3,723
shares
|
$293,744
0.17% of portfolio
|
Q1 2025
Reduced 32.32%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
3,722
shares
|
$293,665
0.11% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
3,720
shares
|
$293,508
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
3,705
shares
|
$292,324
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
3,700
shares
|
$291,930
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,687
shares
|
$290,904
0.02% of portfolio
|
Q1 2025
Reduced 85.94%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$290,825
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
3,677
shares
|
$290,115
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$288,931
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
3,655
shares
|
$288,379
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
3,633
shares
|
$286,643
0.13% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
3,619
shares
|
$285,539
0.08% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
3,602
shares
|
$284,197
0.14% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
3,599
shares
|
$283,961
0.03% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,597
shares
|
$283,803
0.18% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3,580
shares
|
$282,462
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
3,568
shares
|
$281,515
0.0% of portfolio
|
Q4 2024
Reduced 50.77%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
3,559
shares
|
$280,805
0.03% of portfolio
|
Q2 2024
Added 880.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,559
shares
|
$280,805
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,557
shares
|
$280,647
0.02% of portfolio
|
Q1 2025
Reduced 11.76%
|