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 1,486 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $14 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%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
11,855,717
shares
|
$920 Million
0.35% of portfolio
|
Q3 2024
Added 122262.65%
|
|
|
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%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
4,050,269
shares
|
$314 Million
5.64% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,790,778
shares
|
$294 Million
0.1% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
3,492,015
shares
|
$271 Million
4.56% of portfolio
|
Q3 2024
Added 1054889.38%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,431,337
shares
|
$266 Million
0.58% of portfolio
|
Q3 2024
Added 69.8%
|
|
|
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%
|
|
|
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 |
Oct 10, 2024 Q3 2024 |
2,257,300
shares
|
$175 Million
1.92% 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%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,728,772
shares
|
$134 Million
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
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%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
1,548,858
shares
|
$120 Million
2.16% of portfolio
|
Q3 2024
Added 449.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,542,079
shares
|
$120 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,527,266
shares
|
$119 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.82%
|