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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
956
shares
|
$75,428
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
944
shares
|
$74,481
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$74,244
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
935
shares
|
$73,771
0.03% of portfolio
|
Q4 2023
Added 68.47%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
932
shares
|
$73,534
0.08% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
915
shares
|
$72,193
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
891
shares
|
$70,299
0.0% of portfolio
|
Q1 2025
Reduced 63.65%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
884
shares
|
$69,747
0.01% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
810
shares
|
$63,909
0.02% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
800
shares
|
$63,120
0.05% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
799
shares
|
$63,041
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
785
shares
|
$61,936
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
730
shares
|
$57,597
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
709
shares
|
$55,940
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
701
shares
|
$55,308
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
700
shares
|
$55,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
671
shares
|
$52,941
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$52,468
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
647
shares
|
$51,048
0.01% of portfolio
|
Q1 2025
Added 61.75%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
630
shares
|
$49,707
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
625
shares
|
$49,312
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
624
shares
|
$49,233
0.02% of portfolio
|
Q1 2025
Added 101.94%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
623
shares
|
$49,154
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$48,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
615
shares
|
$48,523
0.05% of portfolio
|
Q1 2025
Reduced 10.74%
|