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 |
|---|---|---|---|---|---|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
2,617
shares
|
$208,025
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$206,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
2,593
shares
|
$206,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,590
shares
|
$205,879
0.0% of portfolio
|
Q2 2024
Reduced 27.55%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$205,561
0.03% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
2,572
shares
|
$204,448
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,561
shares
|
$203,573
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,559
shares
|
$203,414
0.03% of portfolio
|
Q3 2024
Reduced 96.93%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
2,556
shares
|
$203,176
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
2,550
shares
|
$202,699
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
2,526
shares
|
$200,791
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
2,521
shares
|
$200,394
0.01% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
2,508
shares
|
$199,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
2,506
shares
|
$199,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
2,457
shares
|
$195,306
0.06% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,424
shares
|
$192,683
0.02% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,421
shares
|
$192,445
0.07% of portfolio
|
Q3 2024
Added 194.88%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
2,397
shares
|
$190,537
0.02% of portfolio
|
Q2 2024
Reduced 27.76%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,368
shares
|
$188,232
0.02% of portfolio
|
Q3 2024
Added 580.46%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,366
shares
|
$188,073
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,344
shares
|
$186,324
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,334
shares
|
$185,529
0.02% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,306
shares
|
$183,303
0.01% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2,225
shares
|
$176,865
0.06% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,200
shares
|
$174,878
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|