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 1,573 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
107,157
shares
|
$8.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
107,042
shares
|
$8.45 Million
0.28% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
106,615
shares
|
$8.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 34.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,287
shares
|
$8.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
104,954
shares
|
$8.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
103,950
shares
|
$8.2 Million
0.16% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
103,110
shares
|
$8.14 Million
0.66% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
101,696
shares
|
$8.02 Million
0.27% of portfolio
|
Q1 2025
Added 34.87%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
101,074
shares
|
$7.97 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
101,050
shares
|
$7.97 Million
0.23% of portfolio
|
Q4 2024
Reduced 32.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
100,677
shares
|
$7.94 Million
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
100,426
shares
|
$7.92 Million
1.22% of portfolio
|
Q1 2025
Added 84.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
98,659
shares
|
$7.78 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
98,043
shares
|
$7.74 Million
1.58% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
97,237
shares
|
$7.67 Million
0.27% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
96,354
shares
|
$7.6 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
96,320
shares
|
$7.6 Million
2.17% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
96,101
shares
|
$7.58 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
95,466
shares
|
$7.53 Million
2.32% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
94,852
shares
|
$7.48 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
94,112
shares
|
$7.43 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
93,368
shares
|
$7.37 Million
0.48% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
92,911
shares
|
$7.33 Million
1.92% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
92,231
shares
|
$7.28 Million
0.45% of portfolio
|
Q1 2025
Reduced 55.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$7.23 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|