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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
91,208
shares
|
$7.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
91,178
shares
|
$7.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
91,118
shares
|
$7.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
90,025
shares
|
$7.1 Million
0.01% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
88,576
shares
|
$6.99 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
88,286
shares
|
$6.97 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
86,400
shares
|
$6.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
86,243
shares
|
$6.8 Million
0.22% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
84,715
shares
|
$6.68 Million
0.01% of portfolio
|
Q1 2025
Added 457.56%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
84,390
shares
|
$6.66 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
83,868
shares
|
$6.62 Million
0.44% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
82,726
shares
|
$6.53 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
82,340
shares
|
$6.5 Million
4.33% of portfolio
|
Q1 2025
Added 195.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
82,319
shares
|
$6.49 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
81,607
shares
|
$6.44 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
81,561
shares
|
$6.44 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
81,369
shares
|
$6.42 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
80,397
shares
|
$6.34 Million
2.26% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$6.23 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
78,903
shares
|
$6.23 Million
6.63% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
78,724
shares
|
$6.21 Million
0.07% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
78,719
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2024
Added 80.4%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
77,258
shares
|
$6.1 Million
0.35% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
77,211
shares
|
$6.09 Million
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
77,072
shares
|
$6.08 Million
4.5% of portfolio
|
Q4 2024
Added 28.57%
|