St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q1 2025 (March 31)
1,357holders −5
130new positions
127sold out
7famous investors
$78.83avg. 13F price*

At the end of Q1 2025, 1,357 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, down 5 from Q4 2024. 130 opened new positions and 127 sold out. The largest holders were Morgan Stanley ($1.0B), Bank of America Corp. ($781.8M) and Goldman Sachs Group Inc. ($587.6M). 7 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions130$295.1M
Exits127$724.7M

All 13F filers, Q4 2024 → Q1 2025: 16,965,700 shares bought and 21,913,536 shares sold, net −4,947,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,357 holders

Morgan Stanley 0.07% Reduce -5.3% 12,741,579 $1.0B
Bank of America Corp. 0.07% Reduce -2.4% 9,915,100 $781.8M
Goldman Sachs Group Inc. 0.11% Add +1.3% 7,451,495 $587.6M
Bessemer Group Inc. 0.86% Add +0.4% 6,058,759 $477.7M
LPL Financial LLC 0.18% Add +4.5% 5,841,413 $460.6M
JPMorgan Chase & Co. 0.03% Add +149.8% 4,476,381 $353.0M
UBS Group AG 0.06% Reduce -13.3% 3,540,571 $279.2M
Wells Fargo & Company 0.06% Add +10.8% 2,968,521 $234.1M
Ameriprise Financial Inc. 0.06% Add +20.1% 2,865,869 $226.9M
Menora Mivtachim Holdings LTD. 1.42% Reduce -29.5% 2,763,194 $217.9M
Cibc World Market Inc. 0.47% Add +51.8% 2,639,154 $208.1M
Royal Bank of Canada 0.04% Add +1.9% 2,468,081 $194.6M
Migdal Insurance & Financial Holdings Ltd. 2.69% Add +44.4% 2,432,256 $191.8M
Healthcare of Ontario Pension Plan Trust Fund 0.41% Reduce -22.9% 2,360,000 $186.1M
Harel Insurance Investments & Financial Services Ltd. 2.40% Add +0.0% 2,330,103 $183.7M
Factory Mutual Insurance Co. 2.06% No change 2,257,300 $178.0M
Two Sigma Investments, LP 0.30% Reduce -21.1% 1,703,700 $134.3M
Raymond James Financial Inc. 0.04% Reduce -6.9% 1,450,363 $114.4M
Meitav Investment House Ltd. 1.77% Reduce -1.4% 1,221,618 $96.3M
Millennium Management 0.09% Add +360.6% 1,078,458 $85.0M
Osaic Holdings, Inc. 0.19% Add +7.2% 1,063,893 $83.9M
CHURCHILL MANAGEMENT Corp 0.98% Reduce -0.4% 975,982 $77.0M
Barclays PLC 0.03% Add +11.1% 954,060 $75.2M
Envestnet Asset Management Inc. 0.02% Reduce -3.3% 952,261 $75.1M
Natixis 0.42% Add +0.7% 905,935 $71.1M
Main Management Fund Advisors LLC 9.88% Add +12.3% 855,200 $67.4M
Cetera Investment Advisers 0.13% Add +12.2% 854,868 $67.4M
Marshall Wace, LLP 0.09% Add +118.5% 849,467 $67.0M
Wolverine Trading, LLC 2.07% Add +15.9% 837,714 $65.3M
Commonwealth Equity Services, LLC 0.09% Add +9.7% 804,604 $63.4M
Moss Adams Wealth Advisors LLC 6.00% Add +0.2% 722,934 $57.0M
Stifel Financial Corp. 0.06% Reduce -7.5% 709,416 $55.9M
Qube Research & Technologies Ltd 0.09% Reduce -12.0% 702,678 $55.4M
Citigroup Inc. 0.04% Add +22.6% 691,938 $54.6M
Tudor Investment Corporation 0.48% Add +41.2% 677,997 $53.5M
Holocene Advisors, LP 0.15% New 661,764 $52.2M
Mizuho Bank, Ltd. 10.68% Reduce -59.3% 600,000 $47.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.47% Add +85.6% 594,288 $47.0M
Alps Advisors Inc. 0.26% Add +18.8% 570,999 $45.0M
Maryland State Retirement & Pension System 1.07% No change 568,263 $44.8M
Truist Financial Corp. 0.06% Reduce -13.8% 483,604 $38.1M
Pathstone Holdings, LLC 0.16% Add +96.3% 475,250 $37.5M
US Bancorp \de 0.05% Add +13.8% 462,639 $36.5M
HighTower Advisors, LLC 0.05% Add +70.0% 456,099 $36.0M
Rational Advisors, Inc. 3.70% Reduce -14.9% 447,450 $35.3M
First Financial Bankshares Inc 0.75% Reduce -27.8% 441,629 $34.8M
Susquehanna International Group, LLP 0.06% Add +2.3% 426,429 $33.6M
D. E. Shaw & Co. 0.04% Reduce -60.7% 419,664 $33.1M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -8.8% 408,788 $32.2M
Mariner, LLC 0.05% Reduce -2.6% 396,577 $31.3M
Signature Estate & Investment Advisors LLC 0.81% Add +9.2% 389,636 $30.7M
BNP Paribas Financial Markets 0.02% Add +48.3% 387,042 $30.5M
Summit Financial, LLC 0.85% Add +765.0% 384,920 $30.4M
Lido Advisors, LLC 0.18% Add +37.3% 373,153 $29.4M
Graham Capital Management, L.P. 1.30% Add +379.7% 355,000 $28.0M
Private Advisor Group, LLC 0.17% Reduce -11.3% 347,452 $27.4M
Cercano Management LLC 0.79% No change 342,407 $27.0M
Baird Financial Group, Inc. 0.05% Add +3.1% 330,847 $26.1M
PNC Financial Services Group, Inc. 0.01% Reduce -0.3% 325,478 $25.7M
Stonebridge Financial Group, LLC 2.73% Add +1450.8% 325,415 $25.7M
Meiji Yasuda Life Insurance Co 0.50% Add +27.9% 319,359 $25.2M
Hilton Capital Management, LLC 2.07% Add +0.9% 308,386 $24.3M
Community Trust & Investment Co. 1.53% Add +1.5% 303,310 $23.9M
BlackRock, Inc. 0.00% Reduce -59.3% 297,333 $23.4M
Thrivent Financial for Lutherans 0.05% Reduce -33.5% 295,067 $23.4M
Northern Trust Corp. 0.00% Add +5.9% 294,562 $23.2M
Jane Street Group, LLC 0.04% Add +9967.3% 280,878 $22.1M
Quantitative Investment Management, LLC 2.00% Reduce -39.9% 275,591 $21.7M
MML Investors Services, LLC 0.07% Add +31.8% 269,807 $21.3M
Berkshire Money Management, Inc. 2.27% New 256,087 $20.2M
Exchange Traded Concepts, LLC 0.36% Reduce -68.7% 254,293 $20.1M
Cwm, LLC 0.08% Add +4.7% 242,111 $19.1M
Janney Capital Management LLC 1.28% Reduce -3.6% 235,536 $18.6M
SG Americas Securities, LLC 0.06% Add +25.2% 228,378 $18.0M
Advisory Alpha, LLC 0.59% Add +5.9% 220,680 $17.4M
Captrust Financial Advisors 0.04% Add +0.4% 219,897 $17.3M
Janney Montgomery Scott LLC 0.05% Reduce -21.1% 217,513 $17.2M
Ensign Peak Advisors, Inc 0.03% Reduce -0.9% 213,358 $16.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.7% 209,807 $16.5M
Equitable Holdings, Inc. 0.15% Add +10.0% 206,136 $16.3M
Ethos Financial Group, LLC 1.53% New 202,752 $16.0M
Steward Partners Investment Advisory, LLC 0.14% Reduce -21.7% 200,485 $15.8M
Greenwood Gearhart LLC 1.08% Reduce -4.4% 197,140 $15.5M
Cornerstone Capital, Inc. 1.64% Add +1.6% 193,119 $15.2M
Focus Partners Wealth 0.04% Add +9.0% 187,989 $14.8M
Passaic Partners LLC 2.22% Reduce -15.1% 185,917 $14.7M
Flagship Harbor Advisors, LLC 0.77% Add +286.9% 185,333 $14.6M
Atria Wealth Solutions, Inc. 0.17% Reduce -3.6% 181,810 $14.3M
Vaughan David Investments LLC 0.33% Add +3.1% 181,313 $14.3M
Matauro, LLC 2.87% Add +11.4% 179,476 $14.2M
Avantax Advisory Services, Inc. 0.08% Add +208.5% 177,438 $14.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.14% No change 177,456 $14.0M
Trust Asset Management LLC 1.14% Add +4.2% 176,270 $13.9M
Fifth Third Securities, Inc. 1.16% Add +21.1% 174,884 $13.8M
First Financial Bank - Trust Division 1.31% Reduce -11.7% 172,011 $13.6M
Main Management LLC 1.19% Reduce -16.6% 172,000 $13.6M
Freestone Grove Partners LP 0.14% New 167,807 $13.2M
Integrity Alliance, Llc. 0.52% Add +337.9% 167,025 $13.2M
Westwood Holdings Group Inc. 0.10% Reduce -5.6% 166,577 $13.1M
Trek Financial, LLC 0.95% Add +106.4% 166,385 $13.1M

"% 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 1,357 holders