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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,922
shares
|
$230,545
0.08% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,921
shares
|
$230,466
0.01% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,907
shares
|
$229,362
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,901
shares
|
$228,888
0.06% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,879
shares
|
$227,153
0.06% of portfolio
|
Q1 2025
Reduced 95.57%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
2,862
shares
|
$225,811
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
2,862
shares
|
$225,811
0.17% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,846
shares
|
$224,549
0.09% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
2,835
shares
|
$223,681
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
2,834
shares
|
$223,602
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$221,709
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,810
shares
|
$221,709
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,788
shares
|
$219,973
0.06% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$217,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,757
shares
|
$217,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
2,751
shares
|
$217,053
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
2,746
shares
|
$216,659
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,735
shares
|
$215,791
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,733
shares
|
$215,633
0.06% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,733
shares
|
$215,633
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,730
shares
|
$215,397
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
2,709
shares
|
$213,740
0.23% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
2,708
shares
|
$213,661
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,689
shares
|
$212,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
2,676
shares
|
$211,136
0.1% of portfolio
|
Q1 2025
Reduced 7.66%
|