St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q4 2025 (December 31)
1,534holders +105
133new positions
103sold out
9famous investors
$42.71avg. 13F price*

At the end of Q4 2025, 1,534 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 105 from Q3 2025. 133 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($926.1M) and JPMorgan Chase & Co. ($772.8M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q4 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions133$330.3M
Exits103$292.6M

All 13F filers, Q3 2025 → Q4 2025: 33,743,789 shares bought and 23,350,308 shares sold, net +10,393,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,534 holders

Bank of America Corp. 0.08% Reduce -0.6% 26,986,072 $1.2B
Morgan Stanley 0.06% Reduce -3.7% 21,694,396 $926.1M
JPMorgan Chase & Co. 0.05% Add +6.9% 18,102,656 $772.8M
LPL Financial LLC 0.18% Add +3.1% 15,178,321 $648.0M
Wells Fargo & Company 0.11% Add +13.2% 12,732,033 $543.5M
Migdal Insurance & Financial Holdings Ltd. 3.32% Add +155.1% 9,052,676 $386.5M
UBS Group AG 0.08% Reduce -0.2% 8,965,893 $382.8M
Royal Bank of Canada 0.06% Reduce -6.6% 7,470,987 $318.9M
Raymond James Financial Inc. 0.09% Add +6.1% 6,742,430 $287.8M
Ameriprise Financial Inc. 0.06% Add +15.2% 6,529,550 $279.6M
Envestnet Asset Management Inc. 0.08% Reduce -7.3% 6,508,007 $277.8M
Harel Insurance Investments & Financial Services Ltd. 2.30% Add +78.5% 6,215,695 $265.3M
Menora Mivtachim Holdings LTD. 1.08% Reduce -15.8% 5,395,188 $230.3M
Goldman Sachs Group Inc. 0.03% Add +2.6% 4,558,991 $194.6M
Laura & John Arnold Foundation 31.58% — 4,202,774 $179.4M
Factory Mutual Insurance Co. 1.65% Reduce -7.3% 3,823,850 $163.2M
BNP Paribas Financial Markets 0.10% Reduce -40.4% 3,813,443 $162.8M
Truist Financial Corp. 0.21% Reduce -3.3% 3,651,926 $155.9M
Osaic Holdings, Inc. 0.22% Add +5.4% 3,465,806 $148.0M
Saudi Central Bank 4.94% No change 3,099,466 $132.3M
Janney Montgomery Scott LLC 0.30% Reduce -1.2% 3,022,842 $129.0M
Cetera Investment Advisers 0.13% Add +8.0% 2,805,058 $119.7M
Cibc World Market Inc. 0.21% Reduce -30.0% 2,728,566 $116.5M
Meitav Investment House Ltd. 1.27% Add +3.9% 2,580,912 $110.2M
Focus Partners Wealth 0.12% Reduce -2.4% 2,447,759 $104.5M
WestEnd Advisors, LLC 2.35% Reduce -4.9% 2,358,990 $100.7M
Citigroup Inc. 0.06% Reduce -0.7% 1,975,549 $84.3M
Stifel Financial Corp. 0.07% Add +4.9% 1,949,978 $83.2M
Bessemer Group Inc. 0.13% Reduce -6.8% 1,925,758 $82.2M
Moss Adams Wealth Advisors LLC 5.30% Add +8.3% 1,712,726 $73.1M
GLOBALT Investments LLC / GA 2.61% Add +98.7% 1,675,946 $71.5M
Bank of Montreal 0.03% Add +10.8% 1,561,763 $66.7M
Commonwealth Equity Services, LLC 0.09% Reduce -20.6% 1,561,163 $66.6M
Barclays PLC 0.02% Add +17.1% 1,397,697 $59.7M
Cwm, LLC 0.16% Add +153.4% 1,383,556 $59.1M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -8.8% 1,300,002 $55.5M
Citadel Advisors 0.04% New 1,241,054 $53.0M
Alps Advisors Inc. 0.31% Add +11.1% 1,240,672 $53.0M
PGIM Custom Harvest LLC 0.78% Add +0.1% 1,239,292 $52.9M
BW Gestao de Investimentos Ltda. 1.73% New 1,150,000 $49.1M
Kingsview Wealth Management, LLC 0.70% Reduce -0.4% 1,131,705 $48.3M
Cornerstone Advisors, LLC 1.57% New 1,104,962 $47.2M
Private Advisor Group, LLC 0.22% Add +10.9% 1,080,931 $46.1M
Richard Bernstein Advisors LLC 1.34% Reduce -1.7% 1,065,126 $45.5M
Cambridge Investment Research Advisors, Inc. 0.12% Add +10.4% 1,064,353 $45.4M
BlackRock, Inc. 0.00% Add +54.0% 997,104 $42.6M
HighTower Advisors, LLC 0.05% Reduce -2.3% 992,281 $42.4M
US Bancorp \de 0.05% Add +1.8% 976,342 $41.7M
Rational Advisors, Inc. 4.50% Reduce -10.5% 967,683 $41.3M
Georgetown University 16.28% Add +0.7% 958,251 $40.9M
First Financial Bankshares Inc 0.79% No change 919,960 $39.3M
Signature Estate & Investment Advisors LLC 0.75% Add +1.7% 870,082 $37.1M
Victory Capital Management Inc. 0.02% Reduce -3.7% 830,655 $35.5M
FIL Ltd 0.03% Add +53.6% 825,370 $35.2M
Capital Fund Management S.A. 0.33% Add +69.5% 815,245 $34.8M
Natixis 0.14% Reduce -0.8% 805,913 $34.4M
Mariner, LLC 0.04% Add +5.1% 790,303 $33.7M
Phoenix Financial Ltd. 0.36% Add +12.1% 767,612 $32.8M
Summit Financial, LLC 0.47% Reduce -1.1% 757,338 $32.3M
PNC Financial Services Group, Inc. 0.02% Reduce -2.2% 746,281 $31.9M
Jane Street Group, LLC 0.03% Add +26.8% 680,080 $29.0M
Baird Financial Group, Inc. 0.04% Reduce -0.8% 656,894 $28.0M
Northern Trust Corp. 0.00% Add +4.7% 649,638 $27.7M
MML Investors Services, LLC 0.07% Add +16.2% 637,916 $27.2M
Thrivent Financial for Lutherans 0.05% Add +109.0% 630,191 $27.0M
Equitable Holdings, Inc. 0.18% Add +23.6% 616,604 $26.3M
Community Trust & Investment Co. 1.38% Reduce -2.2% 609,724 $26.0M
Agf Management Ltd. 0.11% Add +101.7% 593,506 $25.3M
Mercer Global Advisors Inc. 0.04% Add +7.6% 585,160 $25.0M
Lido Advisors, LLC 0.10% Reduce -17.2% 461,047 $24.9M
StoneX Group Inc. 1.07% Add +6.0% 578,349 $24.7M
Hilton Capital Management, LLC 1.86% Add +1.1% 578,246 $24.7M
Berkshire Money Management, Inc. 2.35% Add +2.1% 576,065 $24.6M
Alliancebernstein L.P. 0.01% Add +532.7% 554,255 $23.7M
FMR LLC 0.00% Reduce -4.2% 544,942 $23.3M
New Harbor Financial Group, LLC 4.20% Add +5.8% 536,874 $22.9M
Kestra Advisory Services, LLC 0.09% Add +10.0% 534,620 $22.8M
Millennium Management 0.02% Reduce -52.0% 522,528 $22.3M
Dupont Capital Management Corp. 2.46% Add +16.2% 512,018 $21.9M
Captrust Financial Advisors 0.04% Reduce -1.2% 506,750 $21.6M
Exchange Traded Concepts, LLC 0.18% Add +244.2% 501,825 $21.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +16.4% 491,486 $21.1M
Cerity Partners LLC 0.03% Add +67.2% 490,997 $21.0M
Advisory Alpha, LLC 0.55% Add +0.6% 470,590 $20.1M
Passaic Partners LLC 2.06% Add +10.9% 465,647 $19.9M
Pathstone Holdings, LLC 0.08% Reduce -1.3% 460,736 $19.7M
Sanctuary Advisors, LLC 0.11% Add +2.3% 459,625 $19.6M
Toronto Dominion Bank 0.03% Reduce -17.9% 457,319 $19.5M
Assetmark, Inc. 0.04% Add +34.7% 444,776 $19.0M
German American Bancorp, Inc. 1.62% Add +38.4% 444,499 $19.0M
WCG Wealth Advisors LLC 0.53% Add +177.1% 441,768 $18.9M
Jones Financial Companies LLLP 0.01% Add +14.1% 432,005 $18.4M
Janney Capital Management LLC 1.14% Reduce -2.3% 426,002 $18.2M
Greenwood Gearhart LLC 0.98% Add +1.2% 416,882 $17.8M
Squarepoint Ops LLC 0.04% Add +25.5% 415,356 $17.7M
Ethos Financial Group, LLC 1.26% Reduce -2.5% 397,734 $17.0M
Spirepoint Private Client, LLC 1.60% Add +24.9% 392,441 $16.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% New 388,842 $16.6M
Cornerstone Capital, Inc. 1.64% Reduce -0.1% 388,446 $16.6M
Graham Capital Management, L.P. 0.79% Reduce -70.3% 377,830 $16.1M

"% 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 1,534 holders