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 1,544 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
45
shares
|
$3,611
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
45
shares
|
$3,611
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
43
shares
|
$3,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
42
shares
|
$3,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,210
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$2,808
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
34
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
33
shares
|
$2,648
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
32
shares
|
$2,568
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
31
shares
|
$2,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
29
shares
|
$2,327
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
29
shares
|
$2,327
0.0% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
28
shares
|
$2,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,166
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
26
shares
|
$2,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
21
shares
|
$1,685
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,685
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,685
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
19
shares
|
$1,524
0.0% of portfolio
|
Q2 2023
Reduced 96.02%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
14
shares
|
$1,123
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
12
shares
|
$963
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$882
0.08% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
10
shares
|
$802
0.0% of portfolio
|
Q1 2024
New holding
|