St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q2 2025 (June 30)
1,395holders +38
146new positions
107sold out
9famous investors
$77.03avg. 13F price*

At the end of Q2 2025, 1,395 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 38 from Q1 2025. 146 opened new positions and 107 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($971.4M) and JPMorgan Chase & Co. ($742.1M). 9 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 (Q2 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions146$602.6M
Exits107$481.0M

All 13F filers, Q1 2025 → Q2 2025: 38,286,289 shares bought and 24,777,547 shares sold, net +13,508,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,395 holders

Morgan Stanley 0.07% Add +1.3% 12,904,625 $1.1B
Bank of America Corp. 0.08% Add +20.0% 11,896,107 $971.4M
JPMorgan Chase & Co. 0.05% Add +103.0% 9,087,078 $742.1M
LPL Financial LLC 0.20% Add +23.4% 7,207,846 $588.6M
Wells Fargo & Company 0.11% Add +110.3% 6,241,530 $509.7M
UBS Group AG 0.06% Reduce -0.5% 3,523,291 $287.7M
Menora Mivtachim Holdings LTD. 1.50% Add +15.4% 3,188,194 $260.3M
Bessemer Group Inc. 0.41% Reduce -49.1% 3,085,208 $251.9M
BNP Paribas Financial Markets 0.19% Add +653.2% 2,915,036 $238.0M
Goldman Sachs Group Inc. 0.04% Reduce -61.8% 2,846,559 $232.5M
Ameriprise Financial Inc. 0.05% Reduce -5.1% 2,719,137 $221.9M
Royal Bank of Canada 0.04% Add +8.7% 2,682,007 $219.0M
Migdal Insurance & Financial Holdings Ltd. 2.42% Add +2.8% 2,499,231 $204.1M
Harel Insurance Investments & Financial Services Ltd. 2.17% Reduce -0.2% 2,326,429 $190.0M
Factory Mutual Insurance Co. 2.01% No change 2,257,300 $184.3M
Raymond James Financial Inc. 0.05% Add +20.3% 1,745,268 $142.5M
Saudi Central Bank 5.16% New 1,549,733 $126.6M
Envestnet Asset Management Inc. 0.03% Add +43.1% 1,363,176 $111.3M
Meitav Investment House Ltd. 1.45% Add +8.0% 1,319,434 $107.8M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -54.5% 1,072,937 $87.6M
Osaic Holdings, Inc. 0.16% Add +0.6% 1,070,019 $87.4M
Peconic Partners LLC 2.62% New 1,000,000 $81.7M
Cetera Investment Advisers 0.13% Add +14.2% 976,564 $79.7M
CHURCHILL MANAGEMENT Corp 0.87% Add +0.1% 976,447 $79.7M
Main Management Fund Advisors LLC 9.02% Add +8.4% 926,700 $75.7M
Natixis 0.37% Reduce -0.7% 900,000 $73.5M
Cibc World Market Inc. 0.15% Reduce -68.7% 825,625 $67.4M
Commonwealth Equity Services, LLC 0.09% Add +2.3% 823,232 $67.2M
Stifel Financial Corp. 0.06% Add +4.4% 740,848 $60.5M
Citigroup Inc. 0.04% Add +5.4% 729,278 $59.6M
Moss Adams Wealth Advisors LLC 5.40% Add +0.7% 727,888 $59.4M
Tudor Investment Corporation 0.39% Reduce -6.2% 636,225 $52.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 605,907 $49.5M
Alps Advisors Inc. 0.27% Add +2.2% 583,410 $47.6M
Richard Bernstein Advisors LLC 1.12% New 557,493 $45.5M
Phoenix Financial Ltd. 0.60% Add +945.4% 555,588 $45.4M
Truist Financial Corp. 0.07% Add +12.9% 545,820 $44.6M
CW Advisors, LLC 0.43% Add +5207.3% 540,490 $44.1M
Qube Research & Technologies Ltd 0.06% Reduce -25.0% 526,757 $43.0M
Cambridge Investment Research Advisors, Inc. 0.13% Add +26.5% 517,084 $42.2M
Rational Advisors, Inc. 4.33% Add +14.2% 510,801 $41.7M
Wolverine Trading, LLC 1.06% Reduce -38.9% 511,981 $41.6M
Graham Capital Management, L.P. 1.26% Add +42.8% 506,950 $41.4M
Tiaa Trust, National Association 0.11% Add +3052.6% 494,641 $40.4M
HighTower Advisors, LLC 0.05% Add +7.6% 490,576 $40.1M
US Bancorp \de 0.05% Add +1.8% 470,736 $38.4M
Susquehanna International Group, LLP 0.06% Add +7.7% 459,115 $37.5M
First Financial Bankshares Inc 0.82% Add +1.8% 449,564 $36.7M
GLOBALT Investments LLC / GA 1.33% New 426,505 $34.8M
Signature Estate & Investment Advisors LLC 0.80% Add +8.6% 423,195 $34.6M
Mariner, LLC 0.05% Reduce -0.1% 396,208 $32.4M
Private Advisor Group, LLC 0.17% Add +8.8% 377,884 $30.9M
Lido Advisors, LLC 0.16% Reduce -2.3% 364,522 $29.8M
Summit Financial, LLC 0.66% Reduce -6.8% 358,714 $29.3M
PNC Financial Services Group, Inc. 0.02% Add +4.5% 340,015 $27.8M
D. E. Shaw & Co. 0.03% Reduce -19.7% 336,804 $27.5M
Baird Financial Group, Inc. 0.05% Reduce -0.7% 328,440 $26.8M
Community Trust & Investment Co. 1.45% Add +1.2% 307,035 $25.1M
Hilton Capital Management, LLC 2.00% Reduce -0.6% 306,614 $25.0M
Agf Management Ltd. 0.11% Add +123.8% 304,260 $24.8M
BlackRock, Inc. 0.00% Add +2.1% 303,675 $24.8M
PEAK6 LLC 0.82% Add +1376.0% 295,034 $24.1M
FMR LLC 0.00% Add +464.8% 278,787 $22.8M
Berkshire Money Management, Inc. 2.37% Add +7.7% 275,874 $22.5M
Northern Trust Corp. 0.00% Reduce -7.0% 273,847 $22.4M
Barclays PLC 0.01% Reduce -72.1% 266,004 $21.7M
Balyasny Asset Management L.P. 0.05% Add +88.2% 259,029 $21.2M
Captrust Financial Advisors 0.05% Add +16.4% 255,911 $20.9M
StoneX Group Inc. 1.01% Add +366.9% 253,827 $20.7M
New Harbor Financial Group, LLC 4.61% New 245,941 $20.1M
MML Investors Services, LLC 0.06% Reduce -9.0% 245,496 $20.0M
Cercano Management LLC 0.57% Reduce -28.5% 244,801 $20.0M
Avantax Advisory Services, Inc. 0.11% Add +37.1% 243,244 $19.9M
Equitable Holdings, Inc. 0.16% Add +14.3% 235,674 $19.2M
Pathstone Holdings, LLC 0.08% Reduce -50.5% 235,172 $19.2M
Cwm, LLC 0.07% Reduce -3.5% 233,622 $19.1M
Proficio Capital Partners LLC 1.17% New 8,825,164 $18.8M
Janney Capital Management LLC 1.19% Reduce -3.9% 226,276 $18.5M
Capital Fund Management S.A. 0.20% Add +103.3% 225,639 $18.4M
Kestra Advisory Services, LLC 0.09% Add +35.4% 224,535 $18.3M
Advisory Alpha, LLC 0.57% Add +1.6% 224,245 $18.3M
MYDA Advisors LLC 5.04% New 220,000 $18.0M
Janney Montgomery Scott LLC 0.05% Reduce -1.6% 213,961 $17.5M
Alliancebernstein L.P. 0.01% Add +94.8% 210,196 $17.2M
Renaissance Technologies 0.02% Add +143.1% 210,000 $17.1M
NorthCoast Asset Management LLC 0.07% Add +78.6% 204,809 $16.7M
Focus Partners Wealth 0.04% Add +8.0% 203,011 $16.6M
Ethos Financial Group, LLC 1.43% Reduce -0.1% 202,537 $16.5M
Greenwood Gearhart LLC 1.03% Add +2.3% 201,712 $16.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -4.7% 199,974 $16.4M
Cornerstone Capital, Inc. 1.65% Reduce -0.1% 192,966 $15.8M
Sanctuary Advisors, LLC 0.10% Add +64.2% 188,454 $15.4M
Vaughan David Investments LLC 0.34% Add +2.0% 185,020 $15.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.05% No change 177,456 $14.5M
Trust Asset Management LLC 1.07% No change 176,270 $14.4M
Flagship Harbor Advisors, LLC 0.68% Reduce -5.8% 174,672 $14.3M
Millennium Management 0.01% Reduce -83.8% 174,431 $14.2M
Dupont Capital Management Corp. 1.53% New 173,805 $14.2M
First Financial Bank - Trust Division 1.23% Add +0.0% 172,024 $14.0M
Main Management LLC 1.10% No change 172,000 $14.0M

"% 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 1,395 holders