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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
171,631
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
169,157
shares
|
$13.1 Million
1.09% of portfolio
|
Q1 2023
Added 6.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
168,640
shares
|
$13.1 Million
0.4% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
167,416
shares
|
$13 Million
1.39% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
166,168
shares
|
$12.9 Million
0.38% of portfolio
|
Q3 2024
Added 40.05%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
160,615
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
160,484
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
159,272
shares
|
$12.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
157,818
shares
|
$12.3 Million
2.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
154,795
shares
|
$12 Million
6.37% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
153,610
shares
|
$11.9 Million
1.32% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
153,541
shares
|
$11.9 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
153,399
shares
|
$11.9 Million
5.13% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
151,706
shares
|
$11.8 Million
3.77% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
151,672
shares
|
$11.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
150,024
shares
|
$11.6 Million
0.49% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
148,909
shares
|
$11.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
147,529
shares
|
$11.5 Million
0.77% of portfolio
|
Q3 2024
Added 350.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
146,148
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,327
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
141,660
shares
|
$11 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
140,857
shares
|
$10.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 66.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
136,952
shares
|
$10.6 Million
0.28% of portfolio
|
Q3 2024
Added 445.08%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$10.5 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$10.5 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|