St Sr Utl SL SE SPDR ETF-UsdXLUETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,362 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 61 from Q3 2024. 119 opened new positions and 129 sold out. The largest holders were Morgan Stanley ($1.0B), Bank of America Corp. ($768.6M) and Goldman Sachs Group Inc. ($556.8M). 7 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- St Sr Utl SL SE SPDR ETF-Usd
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $657.6M |
| Exits | 129 | $656.2M |
All 13F filers, Q3 2024 → Q4 2024: 20,472,641 shares bought and 46,708,368 shares sold, net −26,235,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,362 holders
| Morgan Stanley | 0.07% | Reduce -3.5% | 13,453,885 | $1.0B |
| Bank of America Corp. | 0.07% | Reduce -24.3% | 10,155,217 | $768.6M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -14.8% | 7,356,458 | $556.8M |
| Bessemer Group Inc. | 0.75% | Add +16.2% | 6,034,838 | $456.8M |
| LPL Financial LLC | 0.17% | Reduce -0.7% | 5,587,569 | $422.9M |
| UBS Group AG | 0.07% | Add +50.9% | 4,081,176 | $308.9M |
| Menora Mivtachim Holdings LTD. | 1.86% | Reduce -3.4% | 3,917,794 | $296.5M |
| Caisse de depot et placement du Quebec | 0.54% | New | 3,408,635 | $258.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.50% | Reduce -7.9% | 3,060,000 | $231.6M |
| Wells Fargo & Company | 0.05% | Add +1.3% | 2,678,868 | $202.8M |
| Royal Bank of Canada | 0.04% | Reduce -26.6% | 2,422,272 | $183.3M |
| Ameriprise Financial Inc. | 0.05% | Add +34.8% | 2,385,632 | $180.4M |
| Harel Insurance Investments & Financial Services Ltd. | 2.89% | Reduce -42.5% | 2,329,763 | $176.3M |
| Factory Mutual Insurance Co. | 1.85% | No change | 2,257,300 | $170.9M |
| Two Sigma Investments, LP | 0.39% | New | 2,159,200 | $163.4M |
| JPMorgan Chase & Co. | 0.01% | Add +17.3% | 1,791,929 | $135.6M |
| Cibc World Market Inc. | 0.30% | Reduce -49.3% | 1,738,652 | $131.6M |
| Migdal Insurance & Financial Holdings Ltd. | 1.83% | Reduce -51.8% | 1,684,261 | $127.5M |
| Saudi Central Bank | 11.41% | No change | 1,549,733 | $121.4M |
| Raymond James Financial Inc. | 0.04% | — | 1,558,305 | $117.9M |
| Mizuho Bank, Ltd. | 31.13% | Add +227.3% | 1,473,000 | $111.5M |
| Meitav Investment House Ltd. | 1.58% | Reduce -20.1% | 1,238,341 | $93.7M |
| D. E. Shaw & Co. | 0.10% | Add +343.4% | 1,068,052 | $80.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -74.0% | 984,969 | $74.6M |
| CHURCHILL MANAGEMENT Corp | 0.81% | Add +1.6% | 979,497 | $74.1M |
| Natixis | 0.46% | No change | 900,000 | $68.1M |
| Osaic Holdings, Inc. | 0.15% | Reduce -3.1% | 992,747 | $67.9M |
| Barclays PLC | 0.03% | Reduce -62.6% | 858,699 | $65.0M |
| Balyasny Asset Management L.P. | 0.15% | Add +418.8% | 832,622 | $63.0M |
| Exchange Traded Concepts, LLC | 1.25% | Add +178.8% | 812,415 | $61.5M |
| Qube Research & Technologies Ltd | 0.10% | Add +277.2% | 798,279 | $60.4M |
| Stifel Financial Corp. | 0.06% | Reduce -8.7% | 767,309 | $58.1M |
| Cetera Investment Advisers | 0.12% | Reduce -12.8% | 761,613 | $57.6M |
| Main Management Fund Advisors LLC | 8.80% | Reduce -6.3% | 761,400 | $57.6M |
| Commonwealth Equity Services, LLC | 0.08% | Add +5.7% | 733,471 | $55.5M |
| BlackRock, Inc. | 0.00% | Add +462.8% | 730,305 | $55.3M |
| Wolverine Trading, LLC | 1.23% | Add +40.1% | 722,732 | $54.8M |
| Moss Adams Wealth Advisors LLC | 5.77% | Add +3.9% | 721,541 | $54.6M |
| First Financial Bankshares Inc | 1.00% | Reduce -0.2% | 611,691 | $46.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -27.4% | 607,827 | $46.0M |
| Maryland State Retirement & Pension System | 0.93% | No change | 568,263 | $43.0M |
| Citigroup Inc. | 0.04% | Reduce -70.8% | 564,437 | $42.7M |
| Truist Financial Corp. | 0.07% | Reduce -67.6% | 560,680 | $42.4M |
| Rational Advisors, Inc. | 4.03% | Add +35.9% | 525,534 | $39.8M |
| Alps Advisors Inc. | 0.23% | Add +8.7% | 480,654 | $36.4M |
| Tudor Investment Corporation | 0.39% | Add +240.9% | 480,209 | $36.3M |
| Quantitative Investment Management, LLC | 2.60% | New | 458,542 | $34.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +1.3% | 443,889 | $34.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -21.7% | 448,469 | $33.9M |
| PGIM Custom Harvest LLC | 0.65% | Add +3.1% | 440,351 | $33.3M |
| Susquehanna International Group, LLP | 0.05% | Reduce -39.1% | 416,937 | $31.6M |
| Mariner, LLC | 0.05% | Reduce -8.3% | 407,277 | $30.8M |
| US Bancorp \de | 0.04% | Reduce -2.1% | 406,667 | $30.8M |
| Private Advisor Group, LLC | 0.17% | Add +11.2% | 391,595 | $29.6M |
| Marshall Wace, LLP | 0.04% | Add +972.6% | 388,713 | $29.4M |
| Tradewinds Capital Management, LLC | 7.37% | Add +738032.0% | 369,066 | $27.9M |
| Signature Estate & Investment Advisors LLC | 0.68% | Reduce -31.4% | 356,876 | $27.0M |
| Cercano Management LLC | 0.66% | New | 342,407 | $25.9M |
| Citadel Advisors | 0.02% | Reduce -75.8% | 340,175 | $25.7M |
| Phoenix Financial Ltd. | 0.35% | Reduce -0.3% | 335,238 | $25.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -8.9% | 326,526 | $24.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.26% | Reduce -27.3% | 320,247 | $24.4M |
| Baird Financial Group, Inc. | 0.05% | Add +0.3% | 320,769 | $24.3M |
| New Harbor Financial Group, LLC | 7.21% | Add +0.5% | 319,538 | $24.2M |
| Fiduciary Family Office, LLC | 7.21% | New | 319,538 | $24.2M |
| Schroder Investment Management Group | 0.02% | Add +55.0% | 310,000 | $23.5M |
| Hilton Capital Management, LLC | 2.00% | Reduce -11.3% | 305,765 | $23.1M |
| Community Trust & Investment Co. | 1.40% | Add +2.8% | 298,923 | $22.6M |
| Independent Advisor Alliance | 0.29% | New | 284,790 | $21.6M |
| McElhenny Sheffield Capital Management, LLC | 7.10% | Add +0.8% | 279,891 | $21.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 278,043 | $21.0M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -82.1% | 275,493 | $20.9M |
| Lido Advisors, LLC | 0.13% | Add +4.4% | 271,749 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -18.8% | 268,333 | $20.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -94.6% | 261,041 | $19.8M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -27.8% | 255,985 | $19.4M |
| Meiji Yasuda Life Insurance Co | 0.36% | No change | 249,613 | $18.9M |
| Janney Capital Management LLC | 1.22% | Reduce -3.5% | 244,349 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +1.3% | 242,100 | $18.3M |
| Millennium Management | 0.02% | Reduce -76.8% | 234,118 | $17.7M |
| Cwm, LLC | 0.07% | Add +3.1% | 231,237 | $17.5M |
| HSBC Holdings PLC | 0.01% | Reduce -1.9% | 223,193 | $16.9M |
| Passaic Partners LLC | 2.41% | Add +18.1% | 219,045 | $16.6M |
| Captrust Financial Advisors | 0.05% | Add +3.5% | 219,005 | $16.6M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -48.9% | 215,219 | $16.3M |
| Bank of Montreal | 0.01% | Reduce -29.0% | 213,436 | $16.2M |
| Advisory Alpha, LLC | 0.56% | Reduce -0.2% | 208,306 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.1% | 206,267 | $15.6M |
| Greenwood Gearhart LLC | 1.08% | Add +4.4% | 206,122 | $15.6M |
| Main Management LLC | 1.27% | Reduce -12.1% | 206,100 | $15.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +17.6% | 204,758 | $15.5M |
| MML Investors Services, LLC | 0.05% | Reduce -28.8% | 204,688 | $15.5M |
| First Financial Bank - Trust Division | 1.38% | Reduce -1.6% | 194,819 | $14.7M |
| Camarda Financial Advisors, LLC | 5.41% | Add +2.0% | 190,184 | $14.4M |
| Cornerstone Capital, Inc. | 1.51% | Reduce -10.6% | 190,016 | $14.4M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +7.7% | 188,590 | $14.3M |
| Equitable Holdings, Inc. | 0.14% | Add +8.2% | 187,366 | $14.2M |
| SG Americas Securities, LLC | 0.06% | Reduce -76.2% | 182,409 | $13.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +1863.2% | 181,695 | $13.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.06% | Add +92.2% | 177,456 | $13.4M |
"% 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.