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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,136
shares
|
$169,790
0.05% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,132
shares
|
$169,472
0.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,126
shares
|
$168,995
0.08% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,100
shares
|
$166,929
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,080
shares
|
$165,339
0.0% of portfolio
|
Q4 2024
Added 41.59%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,078
shares
|
$165,180
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,069
shares
|
$164,464
0.41% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,040
shares
|
$162,159
0.01% of portfolio
|
Q4 2023
Added 36.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,013
shares
|
$160,013
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,000
shares
|
$158,980
0.11% of portfolio
|
Q1 2018
Added 76.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$158,980
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,000
shares
|
$158,980
0.04% of portfolio
|
Q2 2021
Reduced 5.21%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,000
shares
|
$158,980
0.01% of portfolio
|
Q3 2023
Reduced 11.66%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,954
shares
|
$155,323
0.04% of portfolio
|
Q3 2023
Added 0.72%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
1,942
shares
|
$154,369
0.17% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,939
shares
|
$154,131
0.14% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$151,031
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,869
shares
|
$148,566
0.07% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$145,387
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,821
shares
|
$144,751
0.0% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
1,714
shares
|
$136,245
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
1,660
shares
|
$131,953
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$131,794
0.05% of portfolio
|
Q3 2024
Added 139.6%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,637
shares
|
$130,125
0.06% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,620
shares
|
$128,773
0.03% of portfolio
|
Q4 2024
Reduced 90.19%
|