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 1,487 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,934,519
shares
|
$1.08 Billion
0.08% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,410,491
shares
|
$1.04 Billion
0.09% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,630,206
shares
|
$670 Million
0.12% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,624,545
shares
|
$437 Million
0.21% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
5,194,652
shares
|
$403 Million
0.69% of portfolio
|
Q3 2024
Added 182.01%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
4,054,222
shares
|
$315 Million
2.09% of portfolio
|
Q3 2024
Added 526.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,790,778
shares
|
$294 Million
0.1% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,324,000
shares
|
$258 Million
0.66% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,301,323
shares
|
$256 Million
0.06% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,705,265
shares
|
$210 Million
0.05% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,644,531
shares
|
$205 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
2,329,763
shares
|
$181 Million
2.89% of portfolio
|
Q4 2024
Reduced 42.48%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,294,196
shares
|
$178 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
2,257,300
shares
|
$175 Million
1.89% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,120,778
shares
|
$165 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,935,199
shares
|
$150 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,769,926
shares
|
$137 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,738,652
shares
|
$135 Million
0.28% of portfolio
|
Q4 2024
Reduced 49.33%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,684,261
shares
|
$131 Million
1.83% of portfolio
|
Q4 2024
Reduced 51.77%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 13, 2024 Q3 2024 |
1,549,733
shares
|
$120 Million
12.08% of portfolio
|
Q1 2023
Reduced 28.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,527,266
shares
|
$119 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
Nov 14, 2024 Q3 2024 |
1,460,000
shares
|
$113 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,403,020
shares
|
$109 Million
0.02% of portfolio
|
Q3 2024
Added 1906.09%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
1,369,895
shares
|
$106 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
1,323,900
shares
|
$103 Million
0.95% of portfolio
|
Q3 2024
Reduced 33.84%
|