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 1,575 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
127,559
shares
|
$10.1 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
127,534
shares
|
$10.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
127,200
shares
|
$10 Million
0.37% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
126,698
shares
|
$10 Million
0.22% of portfolio
|
Q1 2025
Added 522.99%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
126,481
shares
|
$9.98 Million
0.01% of portfolio
|
Q1 2025
Added 1131.2%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
126,470
shares
|
$9.98 Million
2.36% of portfolio
|
Q4 2024
Added 21.8%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
125,525
shares
|
$9.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
123,409
shares
|
$9.74 Million
0.92% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
121,334
shares
|
$9.57 Million
0.22% of portfolio
|
Q4 2024
Added 82.29%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
120,056
shares
|
$9.47 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
117,751
shares
|
$9.29 Million
2.37% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$9.27 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
115,645
shares
|
$9.12 Million
1.39% of portfolio
|
Q1 2025
Added 2185.02%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
115,123
shares
|
$9.08 Million
0.22% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
114,653
shares
|
$9.05 Million
0.05% of portfolio
|
Q1 2025
Added 807.35%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
113,419
shares
|
$8.95 Million
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
112,451
shares
|
$8.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
111,481
shares
|
$8.8 Million
4.19% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
110,963
shares
|
$8.75 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
109,775
shares
|
$8.66 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
109,630
shares
|
$8.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$8.64 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
108,300
shares
|
$8.54 Million
1.36% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
107,836
shares
|
$8.51 Million
0.87% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
107,444
shares
|
$8.48 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.51%
|