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 1,482 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 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
|
$1.09 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
|
$1.05 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
|
$676 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
|
$441 Million
0.21% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
5,194,652
shares
|
$407 Million
0.69% of portfolio
|
Q3 2024
Added 182.01%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
4,054,222
shares
|
$318 Million
2.09% of portfolio
|
Q3 2024
Added 526.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,790,778
shares
|
$297 Million
0.1% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
3,492,015
shares
|
$273 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
|
$269 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
|
$260 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
|
$259 Million
0.06% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,705,265
shares
|
$212 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
|
$207 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
|
$182 Million
2.89% of portfolio
|
Q4 2024
Reduced 42.48%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,294,196
shares
|
$180 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
|
$177 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
|
$166 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,935,199
shares
|
$152 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,769,926
shares
|
$139 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,728,772
shares
|
$135 Million
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 13, 2024 Q3 2024 |
1,549,733
shares
|
$121 Million
12.08% of portfolio
|
Q1 2023
Reduced 28.27%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
1,548,858
shares
|
$121 Million
2.16% of portfolio
|
Q3 2024
Added 449.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,527,266
shares
|
$120 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
|
$114 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
|
$110 Million
0.02% of portfolio
|
Q3 2024
Added 1906.09%
|