St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q4 2024 (December 31)
1,362holders +61
119new positions
129sold out
7famous investors
$75.67avg. 13F price*

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

InstitutionsTotal Value
New Positions119$657.6M
Exits129$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.

Show all 1,362 holders