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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,904,625
shares
|
$1.16 Billion
0.07% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,896,107
shares
|
$1.07 Billion
0.07% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
8,825,164
shares
|
$792 Million
3.58% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
8,469,767
shares
|
$760 Million
0.05% of portfolio
|
Q3 2025
Added 89.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,207,846
shares
|
$646 Million
0.21% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,241,530
shares
|
$560 Million
0.11% of portfolio
|
Q2 2025
Added 110.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,523,291
shares
|
$316 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,511,968
shares
|
$315 Million
0.09% of portfolio
|
Q3 2025
Added 157.63%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
3,188,194
shares
|
$286 Million
1.52% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,846,559
shares
|
$255 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,719,137
shares
|
$244 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,682,007
shares
|
$241 Million
0.04% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,329,180
shares
|
$209 Million
0.41% of portfolio
|
Q2 2025
Added 8026.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,120,778
shares
|
$190 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
2,062,250
shares
|
$185 Million
1.78% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,949,741
shares
|
$175 Million
0.32% of portfolio
|
Q3 2025
Added 136.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,888,465
shares
|
$169 Million
0.23% of portfolio
|
Q3 2025
Added 245.99%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,774,700
shares
|
$159 Million
1.67% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,745,268
shares
|
$157 Million
0.05% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,741,112
shares
|
$156 Million
1.36% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
1,549,733
shares
|
$139 Million
5.26% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,530,438
shares
|
$137 Million
0.32% of portfolio
|
Q3 2025
Added 615.29%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
1,242,609
shares
|
$111 Million
1.57% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,240,216
shares
|
$111 Million
2.53% of portfolio
|
Q3 2025
Added 95595.68%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,072,937
shares
|
$96.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 54.54%
|