St Sr Utl SL SE SPDR ETF-UsdXLUETF
13F holders, Q4 2025 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $330.3M |
| Exits | 103 | $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.