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 1,573 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
174,884
shares
|
$13.8 Million
1.19% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
172,011
shares
|
$13.6 Million
1.31% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
167,416
shares
|
$13.2 Million
1.39% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
166,577
shares
|
$13.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
166,385
shares
|
$13.1 Million
1.01% of portfolio
|
Q1 2025
Added 106.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
165,891
shares
|
$13.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
164,286
shares
|
$13 Million
5.57% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
160,861
shares
|
$12.7 Million
1.46% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
157,083
shares
|
$12.4 Million
1.35% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
156,703
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
154,633
shares
|
$12.2 Million
0.15% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
154,058
shares
|
$12.2 Million
5.13% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
153,800
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
146,902
shares
|
$11.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
143,411
shares
|
$11.3 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
141,379
shares
|
$11.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 14, 2025 Q1 2025 |
140,265
shares
|
$11.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
137,788
shares
|
$10.9 Million
1.42% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
136,408
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
135,971
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
135,720
shares
|
$10.7 Million
0.32% of portfolio
|
Q4 2024
Added 1954.18%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$10.7 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$10.7 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
129,272
shares
|
$10.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
128,004
shares
|
$10.1 Million
0.07% of portfolio
|
Q4 2024
Added 2.63%
|