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 1,587 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,741,579
shares
|
$1.08 Billion
0.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,915,100
shares
|
$843 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,451,495
shares
|
$634 Million
0.1% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
6,058,759
shares
|
$515 Million
0.86% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,841,413
shares
|
$497 Million
0.19% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,476,381
shares
|
$381 Million
0.03% of portfolio
|
Q1 2025
Added 149.81%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,200,361
shares
|
$357 Million
1.52% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,540,571
shares
|
$301 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,968,521
shares
|
$252 Million
0.05% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,865,869
shares
|
$244 Million
0.06% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
2,763,194
shares
|
$235 Million
1.42% of portfolio
|
Q1 2025
Reduced 29.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,639,154
shares
|
$224 Million
0.47% of portfolio
|
Q1 2025
Added 51.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,468,081
shares
|
$210 Million
0.04% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,432,256
shares
|
$207 Million
2.69% of portfolio
|
Q1 2025
Added 44.41%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,360,000
shares
|
$201 Million
0.42% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,330,103
shares
|
$198 Million
2.4% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,257,300
shares
|
$192 Million
2.08% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,120,778
shares
|
$180 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,703,700
shares
|
$145 Million
0.31% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,450,363
shares
|
$123 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
1,319,434
shares
|
$112 Million
1.71% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,078,458
shares
|
$91.7 Million
0.05% of portfolio
|
Q1 2025
Added 360.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,063,893
shares
|
$90.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
976,447
shares
|
$83 Million
0.87% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
954,060
shares
|
$81.1 Million
0.02% of portfolio
|
Q1 2025
Added 11.11%
|