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 |
|---|---|---|---|---|---|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,080
shares
|
$244,829
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
3,078
shares
|
$244,670
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,078
shares
|
$244,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,069
shares
|
$243,954
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,069
shares
|
$243,954
0.05% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,065
shares
|
$243,636
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,062
shares
|
$243,398
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,060
shares
|
$243,239
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$242,762
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,048
shares
|
$242,285
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$242,285
0.04% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,043
shares
|
$241,888
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,032
shares
|
$241,013
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,003
shares
|
$238,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
3,000
shares
|
$238,469
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$238,469
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$238,469
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,988
shares
|
$237,516
0.13% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
2,985
shares
|
$237,277
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$235,767
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,962
shares
|
$235,449
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,938
shares
|
$233,541
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,937
shares
|
$233,462
0.08% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,933
shares
|
$233,144
0.06% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,908
shares
|
$231,156
0.02% of portfolio
|
Q3 2024
Reduced 9.15%
|