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 1,669 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,569,397
shares
|
$1.2 Billion
0.08% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
11,265,082
shares
|
$1 Billion
0.06% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,469,767
shares
|
$752 Million
0.05% of portfolio
|
Q3 2025
Added 89.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
7,360,844
shares
|
$653 Million
0.2% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,625,057
shares
|
$499 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,491,719
shares
|
$399 Million
0.06% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,001,297
shares
|
$355 Million
0.06% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,511,968
shares
|
$312 Million
0.09% of portfolio
|
Q3 2025
Added 157.63%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
3,202,194
shares
|
$284 Million
1.45% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,176,383
shares
|
$282 Million
0.09% of portfolio
|
Q3 2025
Added 82.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,834,692
shares
|
$252 Million
0.06% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,221,130
shares
|
$197 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,120,778
shares
|
$188 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
|
$183 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
|
$173 Million
0.32% of portfolio
|
Q3 2025
Added 136.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,888,465
shares
|
$168 Million
0.23% of portfolio
|
Q3 2025
Added 245.99%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,774,700
shares
|
$158 Million
1.67% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,741,112
shares
|
$155 Million
1.36% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,644,771
shares
|
$146 Million
0.21% of portfolio
|
Q3 2025
Added 53.71%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
1,549,733
shares
|
$138 Million
5.19% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,530,438
shares
|
$136 Million
0.32% of portfolio
|
Q3 2025
Added 615.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,299,024
shares
|
$115 Million
0.14% of portfolio
|
Q3 2025
Added 33.02%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
1,242,609
shares
|
$110 Million
1.57% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,240,216
shares
|
$110 Million
2.53% of portfolio
|
Q3 2025
Added 95595.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,032,658
shares
|
$91.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 66.53%
|
|