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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,542
shares
|
$279,463
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
3,519
shares
|
$277,649
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
3,511
shares
|
$277,017
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
3,502
shares
|
$276,307
0.09% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
3,493
shares
|
$275,597
0.1% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
3,493
shares
|
$275,597
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
3,490
shares
|
$275,361
0.02% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,481
shares
|
$274,650
0.06% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,473
shares
|
$274,019
0.02% of portfolio
|
Q1 2025
Reduced 38.51%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,439
shares
|
$271,337
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,427
shares
|
$270,390
0.03% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,417
shares
|
$269,601
0.14% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
3,389
shares
|
$267,392
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,389
shares
|
$267,392
0.1% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$266,287
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
3,372
shares
|
$266,050
0.04% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
3,372
shares
|
$266,050
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,364
shares
|
$265,419
0.09% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
3,348
shares
|
$264,157
0.11% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,347
shares
|
$264,078
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,343
shares
|
$263,762
0.12% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
3,320
shares
|
$261,948
0.19% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,317
shares
|
$261,711
0.0% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
3,313
shares
|
$261,395
0.13% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,300
shares
|
$260,370
0.08% of portfolio
|
Q1 2025
Reduced 4.1%
|