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 1,565 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,675
shares
|
$211,057
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,671
shares
|
$210,741
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,658
shares
|
$209,716
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,655
shares
|
$209,479
0.01% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,654
shares
|
$209,400
0.32% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,650
shares
|
$209,085
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,641
shares
|
$208,374
0.07% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,636
shares
|
$207,980
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,633
shares
|
$207,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
2,629
shares
|
$207,428
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,619
shares
|
$206,639
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,611
shares
|
$206,007
0.01% of portfolio
|
Q1 2025
Added 153.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,590
shares
|
$204,351
0.0% of portfolio
|
Q2 2024
Reduced 27.55%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
2,581
shares
|
$203,640
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,579
shares
|
$203,483
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
2,572
shares
|
$202,930
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,540
shares
|
$200,406
0.04% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$197,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,500
shares
|
$197,250
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,439
shares
|
$192,437
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,424
shares
|
$191,253
0.02% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
2,401
shares
|
$189,438
0.07% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,397
shares
|
$189,123
0.03% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,360
shares
|
$186,204
0.0% of portfolio
|
Q1 2025
Reduced 81.64%
|