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 |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
1,719
shares
|
$135,629
0.0% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$130,816
0.05% of portfolio
|
Q3 2024
Added 139.6%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,637
shares
|
$129,159
0.06% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,627
shares
|
$128,370
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,608
shares
|
$126,871
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,601
shares
|
$126,318
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,569
shares
|
$123,794
0.0% of portfolio
|
Q1 2025
Added 96.13%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,562
shares
|
$123,241
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,552
shares
|
$122,452
0.04% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,530
shares
|
$120,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,515
shares
|
$119,533
0.04% of portfolio
|
Q4 2022
Reduced 8.01%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,488
shares
|
$117,403
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,458
shares
|
$115,036
0.02% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,423
shares
|
$112,274
0.0% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,413
shares
|
$111,485
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,385
shares
|
$109,276
0.01% of portfolio
|
Q1 2025
Added 38.5%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,379
shares
|
$108,803
0.0% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,365
shares
|
$107,698
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,365
shares
|
$107,698
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,358
shares
|
$107,146
0.03% of portfolio
|
Q1 2025
Reduced 63.56%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,348
shares
|
$106,357
0.0% of portfolio
|
Q1 2025
Reduced 39.39%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,327
shares
|
$104,700
0.0% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,308
shares
|
$103,201
0.03% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,308
shares
|
$103,201
0.04% of portfolio
|
Q1 2025
Reduced 52.76%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,300
shares
|
$102,570
0.0% of portfolio
|
Q4 2024
Reduced 5.25%
|