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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
76,976
shares
|
$6.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
76,729
shares
|
$6.05 Million
2.89% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
76,564
shares
|
$6.04 Million
0.2% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
76,092
shares
|
$6 Million
0.22% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$6 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
75,859
shares
|
$5.99 Million
0.28% of portfolio
|
Q4 2024
Reduced 70.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
75,651
shares
|
$5.97 Million
1.16% of portfolio
|
Q1 2025
Added 108.07%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
75,444
shares
|
$5.95 Million
1.78% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
75,237
shares
|
$5.94 Million
5.2% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
74,851
shares
|
$5.91 Million
2.07% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
74,024
shares
|
$5.84 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
74,000
shares
|
$5.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 62.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
73,977
shares
|
$5.84 Million
0.15% of portfolio
|
Q1 2025
Added 200.23%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
73,049
shares
|
$5.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
72,847
shares
|
$5.75 Million
0.59% of portfolio
|
Q3 2023
Added 21.94%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
72,000
shares
|
$5.68 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
71,245
shares
|
$5.62 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
70,974
shares
|
$5.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.41%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
70,641
shares
|
$5.57 Million
2.32% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
70,496
shares
|
$5.56 Million
0.98% of portfolio
|
Q1 2025
Added 585.23%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
70,400
shares
|
$5.55 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
70,320
shares
|
$5.55 Million
0.88% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
70,199
shares
|
$5.54 Million
1.78% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
69,642
shares
|
$5.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
69,595
shares
|
$5.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.01%
|