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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$27,220
0.01% of portfolio
|
Q3 2023
Reduced 76.61%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
341
shares
|
$26,904
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
340
shares
|
$26,826
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
339
shares
|
$26,747
0.0% of portfolio
|
Q4 2024
Added 85.25%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
338
shares
|
$26,668
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
335
shares
|
$26,431
0.0% of portfolio
|
Q1 2025
Reduced 59.88%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
331
shares
|
$26,115
0.02% of portfolio
|
Q4 2023
Reduced 30.32%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
330
shares
|
$26,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
327
shares
|
$25,800
0.0% of portfolio
|
Q2 2023
Added 2.19%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
321
shares
|
$25,326
0.02% of portfolio
|
Q1 2021
Added 36.6%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
320
shares
|
$25,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
320
shares
|
$25,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
319
shares
|
$25,169
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
310
shares
|
$24,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
310
shares
|
$24,459
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
305
shares
|
$24,064
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$23,670
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$23,670
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$23,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
300
shares
|
$23,670
0.0% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
296
shares
|
$23,354
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
293
shares
|
$23,117
0.0% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
289
shares
|
$22,802
0.03% of portfolio
|
Q1 2025
Reduced 58.12%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
281
shares
|
$22,170
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
280
shares
|
$22,092
0.03% of portfolio
|
Q1 2023
Added 7.69%
|