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 1,555 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,453,885
shares
|
$1.05 Billion
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,155,217
shares
|
$792 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,356,458
shares
|
$574 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
6,058,759
shares
|
$473 Million
0.86% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,587,569
shares
|
$436 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,200,361
shares
|
$328 Million
1.52% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,081,176
shares
|
$318 Million
0.06% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
3,917,794
shares
|
$306 Million
1.87% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
3,408,635
shares
|
$266 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,060,000
shares
|
$239 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,678,868
shares
|
$209 Million
0.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,422,272
shares
|
$189 Million
0.04% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,385,632
shares
|
$186 Million
0.05% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
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%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,257,300
shares
|
$176 Million
2.08% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,159,200
shares
|
$168 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,791,929
shares
|
$140 Million
0.01% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,738,652
shares
|
$136 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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,558,305
shares
|
$122 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
Feb 14, 2025 Q4 2024 |
1,549,733
shares
|
$121 Million
11.37% of portfolio
|
Q1 2023
Reduced 28.27%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,473,000
shares
|
$115 Million
31.14% of portfolio
|
Q4 2024
Added 227.33%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
1,238,341
shares
|
$96.6 Million
1.65% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,068,052
shares
|
$83.3 Million
0.07% of portfolio
|
Q4 2024
Added 343.45%
|