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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
3,300
shares
|
$260,370
0.09% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,289
shares
|
$259,502
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
3,275
shares
|
$258,397
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,261
shares
|
$257,292
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
3,256
shares
|
$256,898
0.13% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,250
shares
|
$256,425
0.03% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,239
shares
|
$255,557
0.03% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
3,239
shares
|
$255,557
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
3,237
shares
|
$255,399
0.03% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,235
shares
|
$255,241
0.05% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
3,205
shares
|
$252,874
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$252,322
0.01% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
3,186
shares
|
$251,375
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,181
shares
|
$250,980
0.01% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,170
shares
|
$250,113
0.02% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
3,162
shares
|
$249,481
0.08% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
3,156
shares
|
$249,008
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,140
shares
|
$247,746
0.03% of portfolio
|
Q1 2025
Reduced 94.67%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
3,137
shares
|
$247,509
0.07% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
3,127
shares
|
$246,720
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,126
shares
|
$246,641
0.02% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,118
shares
|
$246,010
0.07% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,115
shares
|
$245,773
0.09% of portfolio
|
Q1 2024
Reduced 85.89%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$245,773
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,109
shares
|
$245,300
0.22% of portfolio
|
Q3 2024
Added 35.47%
|