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 1,486 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
45
shares
|
$3,493
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
45
shares
|
$3,493
0.0% of portfolio
|
Q3 2024
Reduced 70.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,105
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
38
shares
|
$2,950
0.0% of portfolio
|
Q2 2024
Added 322.22%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
37
shares
|
$2,872
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$2,717
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
34
shares
|
$2,639
0.0% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
33
shares
|
$2,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
33
shares
|
$2,562
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
29
shares
|
$2,251
0.0% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,173
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$2,096
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
19
shares
|
$1,475
0.0% of portfolio
|
Q2 2023
Reduced 96.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,242
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
12
shares
|
$931
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10
shares
|
$776
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
9
shares
|
$698
0.0% of portfolio
|
Q4 2022
Reduced 71.88%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2024
New holding
|