St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q3 2024 (September 30)
1,301holders +106
185new positions
85sold out
9famous investors
$80.78avg. 13F price*

At the end of Q3 2024, 1,301 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 106 from Q2 2024. 185 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.1B) and Goldman Sachs Group Inc. ($697.1M). 9 famous investors held it, including Paul Singer (1.1% of Elliott Investment Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions185$653.7M
Exits85$246.9M

All 13F filers, Q2 2024 → Q3 2024: 38,964,172 shares bought and 24,187,734 shares sold, net +14,776,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,301 holders

Morgan Stanley 0.08% Add +26.0% 13,934,519 $1.1B
Bank of America Corp. 0.09% Reduce -5.2% 13,410,491 $1.1B
Goldman Sachs Group Inc. 0.13% Add +12.9% 8,630,206 $697.1M
LPL Financial LLC 0.20% Add +14.2% 5,624,545 $454.4M
Bessemer Group Inc. 0.69% Add +182.0% 5,194,652 $419.6M
BNP Paribas Financial Markets 0.38% Reduce -32.6% 4,822,766 $389.6M
Menora Mivtachim Holdings LTD. 2.06% Add +526.1% 4,054,222 $327.5M
Harel Insurance Investments & Financial Services Ltd. 5.64% Add +0.1% 4,050,269 $327.2M
Envestnet Asset Management Inc. 0.10% Add +18.3% 3,790,778 $306.2M
Migdal Insurance & Financial Holdings Ltd. 4.56% Add +1054889.4% 3,492,015 $282.1M
Cibc World Market Inc. 0.62% Add +69.8% 3,431,337 $277.2M
Healthcare of Ontario Pension Plan Trust Fund 0.66% Add +6.4% 3,324,000 $268.5M
Royal Bank of Canada 0.06% Add +30.8% 3,301,323 $266.7M
UBS Group AG 0.06% Add +5.2% 2,705,265 $218.5M
Wells Fargo & Company 0.05% Reduce -1.6% 2,644,531 $213.6M
Barclays PLC 0.08% Reduce -27.8% 2,294,196 $185.3M
Factory Mutual Insurance Co. 1.89% Add +4.9% 2,257,300 $182.3M
Raymond James & Associates 0.10% Reduce -6.1% 2,120,778 $171.3M
Citigroup Inc. 0.15% Reduce -15.1% 1,935,199 $156.3M
Ameriprise Financial Inc. 0.04% Reduce -27.0% 1,769,926 $143.3M
Truist Financial Corp. 0.22% Add +0.5% 1,728,772 $139.7M
Saudi Central Bank 12.08% No change 1,549,733 $125.2M
Meitav Investment House Ltd. 2.10% Add +449.6% 1,548,858 $125.1M
Janney Montgomery Scott LLC 0.35% Reduce -8.9% 1,542,079 $124.6M
JPMorgan Chase & Co. 0.01% Reduce -48.8% 1,527,266 $123.4M
Elliott Investment Management 1.13% New 1,460,000 $117.9M
Citadel Advisors 0.12% Add +1906.1% 1,403,020 $113.3M
Toronto Dominion Bank 0.20% Reduce -8.7% 1,369,895 $110.7M
Clal Insurance Enterprises Holdings Ltd 0.95% Reduce -33.8% 1,323,900 $106.9M
WestEnd Advisors, LLC 2.45% Reduce -10.8% 1,235,953 $99.8M
Osaic Holdings, Inc. 0.19% Add +32.5% 1,024,658 $82.8M
Coldstream Capital Management Inc. 1.76% Add +76.7% 1,010,539 $81.6M
Millennium Management 0.07% Add +5103.2% 1,007,488 $81.4M
CHURCHILL MANAGEMENT Corp 0.89% Add +2.5% 964,251 $77.9M
Natixis 0.44% Reduce -47.5% 900,000 $72.7M
Cetera Investment Advisers 0.15% Add +13.1% 873,795 $70.6M
Stifel Financial Corp. 0.07% Add +32.0% 840,496 $67.9M
Manufacturers Life Insurance Company, The 0.06% New 837,302 $67.6M
Main Management Fund Advisors LLC 11.26% Add +8.4% 813,000 $65.7M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -5.5% 809,547 $65.4M
SG Americas Securities, LLC 0.24% Add +83.7% 767,778 $62.0M
Moss Adams Wealth Advisors LLC 6.14% New 694,364 $56.1M
Commonwealth Equity Services, LLC 0.09% Reduce -0.3% 693,713 $56.0M
Susquehanna International Group, LLP 0.10% Reduce -44.4% 685,079 $55.3M
First Financial Bankshares Inc 1.04% Reduce -0.7% 613,025 $49.5M
Cambridge Investment Research Advisors, Inc. 0.16% Add +48.9% 572,635 $46.3M
Maryland State Retirement & Pension System 0.96% No change 568,263 $45.9M
Signature Estate & Investment Advisors LLC 0.97% Add +11784.1% 520,403 $42.0M
Wolverine Trading, LLC 1.08% Reduce -3.8% 515,938 $41.5M
J.Safra Asset Management Corp 3.82% Add +2.3% 499,928 $40.2M
1832 Asset Management L.P. 0.07% Add +29.6% 493,263 $39.8M
Mizuho Bank, Ltd. 7.17% New 450,000 $36.4M
Mariner, LLC 0.06% Add +18.1% 444,213 $35.9M
Alps Advisors Inc. 0.24% Reduce -4.2% 442,043 $35.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.36% Reduce -27.1% 440,465 $35.6M
Thrivent Financial for Lutherans 0.07% Add +147.2% 438,216 $35.4M
Kingsview Wealth Management, LLC 0.73% Add +1894.8% 432,620 $34.9M
PGIM Custom Harvest LLC 0.70% Add +23.0% 427,029 $34.5M
Ensign Peak Advisors, Inc 0.06% Reduce -3.8% 420,900 $34.0M
US Bancorp \de 0.04% Reduce -1.3% 415,206 $33.5M
Victory Capital Management Inc. 0.03% Reduce -10.0% 392,127 $31.7M
Rational Advisors, Inc. 3.09% Add +43.7% 386,760 $31.2M
PNC Financial Services Group, Inc. 0.02% Reduce -0.5% 358,499 $29.0M
Steward Partners Investment Advisory, LLC 0.26% Add +184.8% 354,447 $28.6M
Private Advisor Group, LLC 0.18% Add +19.8% 352,019 $28.4M
Longbow Finance SA 2.99% Add +52.3% 347,223 $28.0M
Hilton Capital Management, LLC 2.16% Add +96.0% 344,873 $27.9M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +1143.8% 341,540 $27.5M
Phoenix Financial Ltd. 0.40% Reduce -65.3% 336,363 $27.2M
Dynasty Wealth Management, LLC 0.81% New 332,051 $26.8M
HighTower Advisors, LLC 0.04% Add +15.4% 330,238 $26.7M
Baird Financial Group, Inc. 0.05% Add +19.4% 319,777 $25.8M
New Harbor Financial Group, LLC 7.39% Add +7.0% 317,871 $25.7M
Agf Management Ltd. 0.13% Add +100.4% 303,504 $24.5M
Assetmark, Inc. 0.07% Reduce -9.4% 303,304 $24.5M
Bank of Montreal 0.01% Reduce -90.6% 300,502 $24.2M
Exchange Traded Concepts, LLC 0.56% Reduce -13.6% 291,373 $23.5M
Community Trust & Investment Co. 1.49% Add +0.7% 290,731 $23.5M
MML Investors Services, LLC 0.08% Add +57.9% 287,576 $23.2M
Flagship Harbor Advisors, LLC 1.26% Reduce -5.5% 283,575 $22.9M
Northern Trust Corp. 0.00% Reduce -0.0% 278,495 $22.5M
Dark Forest Capital Management LP 2.87% New 278,046 $22.5M
McElhenny Sheffield Capital Management, LLC 7.36% New 277,655 $22.4M
DRW Securities, LLC 1.19% Add +3723.1% 266,696 $21.5M
WINTON GROUP Ltd 1.50% Add +12.1% 264,259 $21.3M
Lido Advisors, LLC 0.16% Add +1211.1% 260,366 $21.0M
GTS Securities LLC 0.41% Reduce -16.4% 255,108 $20.6M
Janney Capital Management LLC 1.38% Reduce -3.8% 253,121 $20.4M
Meiji Yasuda Life Insurance Co 0.37% Add +4.3% 249,613 $20.2M
Gateway Advisory, LLC 3.25% Add +3.6% 249,500 $20.2M
D. E. Shaw & Co. 0.03% Reduce -81.9% 240,852 $19.5M
Pathstone Holdings, LLC 0.09% Reduce -0.1% 238,924 $19.3M
Main Management LLC 1.56% Reduce -1.0% 234,400 $18.9M
HSBC Holdings PLC 0.01% Add +11.3% 227,537 $18.4M
Cwm, LLC 0.08% Add +12.7% 224,320 $18.1M
Marex Group Ltd 0.40% New 219,354 $17.7M
Cornerstone Capital, Inc. 1.60% Add +0.2% 212,491 $17.2M
Captrust Financial Advisors 0.05% Add +196.5% 211,690 $17.1M
Qube Research & Technologies Ltd 0.03% Reduce -48.7% 211,643 $17.1M
D. Scott Neal, Inc. 8.94% New 209,208 $16.9M

"% of holder's portfolio" is XLU's weight in each manager's 13F, not the share of St Sr Utl SL SE SPDR ETF-Usd the manager owns.

Show all 1,301 holders