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 1,620 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 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
|
$1.11 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
|
$1.03 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
|
$761 Million
3.58% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,207,846
shares
|
$621 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
|
$538 Million
0.11% of portfolio
|
Q2 2025
Added 110.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,476,381
shares
|
$386 Million
0.03% of portfolio
|
Q1 2025
Added 149.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,523,291
shares
|
$304 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
3,188,194
shares
|
$275 Million
1.52% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,085,208
shares
|
$266 Million
0.41% of portfolio
|
Q2 2025
Reduced 49.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,846,559
shares
|
$245 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,719,137
shares
|
$234 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
|
$231 Million
0.04% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
2,499,231
shares
|
$215 Million
2.42% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,329,180
shares
|
$201 Million
0.41% of portfolio
|
Q2 2025
Added 8026.09%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,326,429
shares
|
$200 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,257,300
shares
|
$195 Million
2.05% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,120,778
shares
|
$183 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,745,268
shares
|
$150 Million
0.05% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
1,549,733
shares
|
$134 Million
5.26% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,363,176
shares
|
$117 Million
0.03% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
1,319,434
shares
|
$114 Million
1.71% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,072,937
shares
|
$92.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 54.54%
|
|
|
Peconic Partners LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000,000
shares
|
$86.2 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
976,564
shares
|
$84.2 Million
0.14% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
976,447
shares
|
$84.2 Million
0.87% of portfolio
|
Q2 2025
Added 0.05%
|