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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,360
shares
|
$186,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,343
shares
|
$184,862
0.14% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,288
shares
|
$180,523
0.05% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,277
shares
|
$179,655
0.17% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,208
shares
|
$174,211
0.02% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
2,185
shares
|
$172,396
0.02% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,164
shares
|
$170,739
0.04% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,135
shares
|
$168,451
0.09% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
2,101
shares
|
$165,768
0.51% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,078
shares
|
$163,954
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,053
shares
|
$161,981
0.08% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
2,040
shares
|
$160,956
0.01% of portfolio
|
Q4 2023
Added 36.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,019
shares
|
$159,299
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,000
shares
|
$157,800
0.11% of portfolio
|
Q1 2018
Added 76.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$157,800
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,000
shares
|
$157,800
0.04% of portfolio
|
Q2 2021
Reduced 5.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,939
shares
|
$152,987
0.12% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,926
shares
|
$151,961
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,836
shares
|
$144,860
0.13% of portfolio
|
Q1 2025
Added 973.68%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
1,824
shares
|
$143,913
0.17% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,821
shares
|
$143,676
0.0% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,805
shares
|
$142,414
0.08% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,774
shares
|
$139,968
0.04% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,771
shares
|
$139,731
0.06% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,723
shares
|
$135,944
0.0% of portfolio
|
Q1 2025
Added 0.53%
|