St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q3 2025 (September 30)
1,429holders +34
128new positions
92sold out
9famous investors
$87.21avg. 13F price*

At the end of Q3 2025, 1,429 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 34 from Q2 2025. 128 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($982.4M) and JPMorgan Chase & Co. ($738.6M). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions128$334.2M
Exits92$287.6M

All 13F filers, Q2 2025 → Q3 2025: 26,107,375 shares bought and 24,368,342 shares sold, net +1,739,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,429 holders

Bank of America Corp. 0.09% Add +14.1% 13,569,397 $1.2B
Morgan Stanley 0.06% Reduce -12.7% 11,265,082 $982.4M
JPMorgan Chase & Co. 0.05% Reduce -6.8% 8,469,767 $738.6M
LPL Financial LLC 0.19% Add +2.1% 7,360,844 $641.9M
Wells Fargo & Company 0.10% Reduce -9.9% 5,625,057 $490.6M
UBS Group AG 0.08% Add +27.5% 4,491,719 $391.7M
Royal Bank of Canada 0.06% Add +49.2% 4,001,297 $349.0M
Envestnet Asset Management Inc. 0.09% Add +157.6% 3,511,968 $306.3M
Menora Mivtachim Holdings LTD. 1.42% Add +0.4% 3,202,194 $279.3M
BNP Paribas Financial Markets 0.22% Add +9.8% 3,199,315 $279.0M
Raymond James Financial Inc. 0.09% Add +82.0% 3,176,383 $277.0M
Ameriprise Financial Inc. 0.06% Add +4.3% 2,834,692 $247.3M
Goldman Sachs Group Inc. 0.03% Reduce -22.0% 2,221,130 $193.7M
Factory Mutual Insurance Co. 1.75% Reduce -8.6% 2,062,250 $179.8M
Cibc World Market Inc. 0.35% Add +136.2% 1,949,741 $170.0M
Truist Financial Corp. 0.22% Add +246.0% 1,888,465 $164.7M
Migdal Insurance & Financial Holdings Ltd. 1.67% Reduce -29.0% 1,774,700 $154.8M
Harel Insurance Investments & Financial Services Ltd. 1.36% Reduce -25.2% 1,741,112 $151.8M
Osaic Holdings, Inc. 0.20% Add +53.7% 1,644,771 $141.4M
Saudi Central Bank 5.14% No change 1,549,733 $135.2M
Janney Montgomery Scott LLC 0.32% Add +615.3% 1,530,438 $133.5M
Cetera Investment Advisers 0.13% Add +33.0% 1,299,024 $113.3M
Focus Partners Wealth 0.18% Add +517.6% 1,253,772 $109.3M
Meitav Investment House Ltd. 1.43% Reduce -5.8% 1,242,609 $108.2M
WestEnd Advisors, LLC 2.53% Add +95595.7% 1,240,216 $108.2M
Bessemer Group Inc. 0.14% Reduce -66.5% 1,032,658 $90.1M
Main Management Fund Advisors LLC 8.69% Add +11.0% 1,028,300 $89.7M
Citigroup Inc. 0.06% Add +36.4% 994,566 $86.7M
Commonwealth Equity Services, LLC 0.11% Add +19.4% 982,892 $85.7M
Stifel Financial Corp. 0.07% Add +25.4% 929,145 $81.0M
Moss Adams Wealth Advisors LLC 5.38% Add +8.6% 790,510 $68.9M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -33.5% 713,001 $62.2M
Bank of Montreal 0.03% Add +316.9% 704,689 $61.5M
Graham Capital Management, L.P. 3.04% Add +25.3% 635,206 $55.4M
PGIM Custom Harvest LLC 0.81% New 618,903 $54.0M
Wolverine Trading, LLC 1.08% Add +20.3% 615,640 $53.6M
Qube Research & Technologies Ltd 0.07% Add +14.4% 602,715 $52.6M
Barclays PLC 0.02% Add +124.4% 596,799 $52.0M
Kingsview Wealth Management, LLC 0.76% Add +1892.6% 568,102 $49.5M
Alps Advisors Inc. 0.27% Reduce -4.3% 558,551 $48.7M
Richard Bernstein Advisors LLC 1.36% Reduce -2.8% 541,973 $47.7M
Millennium Management 0.04% Add +211.9% 544,121 $47.5M
Rational Advisors, Inc. 4.92% Add +5.9% 540,865 $47.2M
HighTower Advisors, LLC 0.05% Add +3.5% 507,976 $44.3M
Tiaa Trust, National Association 0.10% Reduce -0.9% 490,283 $42.8M
Private Advisor Group, LLC 0.21% Add +29.0% 487,513 $42.5M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -6.8% 482,184 $42.1M
US Bancorp \de 0.05% Add +1.9% 479,643 $41.8M
Georgetown University 13.86% New 475,590 $41.5M
First Financial Bankshares Inc 0.82% Add +2.3% 459,664 $40.1M
Victory Capital Management Inc. 0.02% New 431,350 $37.6M
Signature Estate & Investment Advisors LLC 0.80% Add +1.1% 427,835 $37.3M
GLOBALT Investments LLC / GA 1.34% Reduce -1.1% 421,756 $36.8M
Natixis 0.19% Reduce -54.9% 406,161 $35.4M
Summit Financial, LLC 0.51% Add +6.7% 382,861 $33.4M
PNC Financial Services Group, Inc. 0.02% Add +12.2% 381,524 $33.3M
Mariner, LLC 0.04% Reduce -5.1% 375,852 $32.8M
Phoenix Financial Ltd. 0.36% Reduce -38.4% 342,383 $29.9M
Baird Financial Group, Inc. 0.05% Add +0.8% 331,177 $28.9M
BlackRock, Inc. 0.00% Add +6.6% 323,836 $28.2M
Balyasny Asset Management L.P. 0.06% Add +23.1% 318,800 $27.8M
Community Trust & Investment Co. 1.46% Add +1.6% 311,796 $27.2M
Northern Trust Corp. 0.00% Add +13.3% 310,370 $27.1M
Hilton Capital Management, LLC 2.02% Reduce -6.8% 285,827 $24.9M
FMR LLC 0.00% Add +2.1% 284,519 $24.8M
Berkshire Money Management, Inc. 2.53% Add +2.3% 282,184 $24.6M
Lido Advisors, LLC 0.10% Reduce -23.6% 278,510 $24.3M
Toronto Dominion Bank 0.05% Add +643.1% 278,457 $24.3M
MML Investors Services, LLC 0.06% Add +11.8% 274,585 $23.9M
Cwm, LLC 0.07% Add +16.9% 273,034 $23.8M
StoneX Group Inc. 1.04% Add +7.5% 272,860 $23.8M
Mercer Global Advisors Inc. 0.04% Add +383.8% 271,856 $23.7M
FIL Ltd 0.02% Add +2657.2% 268,690 $23.4M
Jane Street Group, LLC 0.03% New 268,283 $23.4M
Renaissance Technologies 0.03% Add +27.1% 266,900 $23.3M
Tudor Investment Corporation 0.15% Reduce -59.6% 256,726 $22.4M
Captrust Financial Advisors 0.05% Add +0.2% 256,458 $22.4M
New Harbor Financial Group, LLC 4.48% Add +3.1% 253,695 $22.1M
Quantitative Investment Management, LLC 3.06% Add +481.7% 252,036 $22.0M
Equitable Holdings, Inc. 0.16% Add +5.8% 249,360 $21.7M
Kestra Advisory Services, LLC 0.10% Add +8.2% 242,922 $21.2M
Capital Fund Management S.A. 0.21% Add +6.6% 240,461 $21.0M
Advisory Alpha, LLC 0.57% Add +4.3% 233,992 $20.6M
Pathstone Holdings, LLC 0.08% Reduce -0.8% 233,348 $20.4M
Jump Financial, LLC 0.27% New 228,455 $19.9M
Sanctuary Advisors, LLC 0.11% Add +19.3% 224,762 $19.6M
Dupont Capital Management Corp. 1.99% Add +26.7% 220,285 $19.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +5.6% 211,202 $19.0M
Janney Capital Management LLC 1.18% Reduce -3.7% 217,957 $19.0M
NorthCoast Asset Management LLC 0.07% Add +2.6% 210,224 $18.3M
Passaic Partners LLC 2.20% Add +25.9% 209,935 $18.3M
Greenwood Gearhart LLC 1.04% Add +2.1% 205,988 $18.0M
Ethos Financial Group, LLC 1.40% Add +0.7% 203,984 $17.8M
Cornerstone Capital, Inc. 1.66% Add +0.8% 194,425 $17.0M
Prudential PLC 0.12% New 191,200 $16.7M
Jones Financial Companies LLLP 0.01% Add +21.8% 189,251 $16.4M
Wealth Advisors of Iowa, LLC 5.45% Add +10.6% 183,470 $16.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.04% No change 177,456 $15.4M
Trust Asset Management LLC 1.06% No change 176,270 $15.4M
Vaughan David Investments LLC 0.33% Reduce -5.4% 175,077 $15.3M

"% 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 1,429 holders