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 1,575 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 $12.1 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 |
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
975,982
shares
|
$77 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
952,261
shares
|
$75.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
900,000
shares
|
$71 Million
0.43% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
858,699
shares
|
$67.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 62.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
854,868
shares
|
$67.4 Million
0.14% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
832,622
shares
|
$65.7 Million
0.1% of portfolio
|
Q4 2024
Added 418.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$63.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
804,604
shares
|
$63.5 Million
0.09% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
798,279
shares
|
$63 Million
0.08% of portfolio
|
Q4 2024
Added 277.18%
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
761,400
shares
|
$60.1 Million
8.8% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
722,934
shares
|
$57 Million
6.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
722,732
shares
|
$57 Million
0.05% of portfolio
|
Q4 2024
Added 40.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
709,416
shares
|
$56 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
691,938
shares
|
$54.6 Million
0.03% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$52.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
611,691
shares
|
$48.3 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
607,827
shares
|
$48 Million
0.04% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
600,000
shares
|
$47.3 Million
10.68% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
594,288
shares
|
$46.9 Million
0.48% of portfolio
|
Q1 2025
Added 85.57%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
570,999
shares
|
$45.1 Million
0.26% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
568,263
shares
|
$44.8 Million
1.1% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
483,604
shares
|
$38.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
480,209
shares
|
$37.9 Million
0.14% of portfolio
|
Q4 2024
Added 240.92%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
462,639
shares
|
$36.5 Million
0.05% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
458,542
shares
|
$36.2 Million
2.6% of portfolio
|
Q4 2024
New holding
|