St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q1 2026 (March 31)
1,602holders +68
175new positions
109sold out
10famous investors
$45.97avg. 13F price*

At the end of Q1 2026, 1,602 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 68 from Q4 2025. 175 opened new positions and 109 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($1.1B) and JPMorgan Chase & Co. ($1.0B). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions175$485.5M
Exits109$221.3M

All 13F filers, Q4 2025 → Q1 2026: 53,176,164 shares bought and 36,873,183 shares sold, net +16,302,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,602 holders

Bank of America Corp. 0.09% Add +3.9% 28,041,814 $1.3B
Morgan Stanley 0.06% Add +7.7% 23,366,273 $1.1B
JPMorgan Chase & Co. 0.07% Add +23.9% 22,437,821 $1.0B
UBS Group AG 0.13% Add +80.2% 16,159,784 $741.6M
LPL Financial LLC 0.20% Add +5.5% 16,014,045 $734.9M
Wells Fargo & Company 0.12% Add +3.7% 13,206,000 $606.0M
Ameriprise Financial Inc. 0.08% Add +7.1% 6,995,897 $345.2M
Envestnet Asset Management Inc. 0.09% Add +14.3% 7,436,033 $341.2M
Raymond James Financial Inc. 0.10% Add +5.6% 7,121,142 $326.8M
BNP Paribas Financial Markets 0.17% Add +49.3% 5,694,524 $261.3M
Menora Mivtachim Holdings LTD. 1.17% No change 5,395,188 $247.6M
Cibc World Market Inc. 0.35% Add +59.4% 4,350,271 $199.6M
Laura & John Arnold Foundation 44.90% No change 4,202,774 $192.9M
Royal Bank of Canada 0.04% Reduce -45.7% 4,055,536 $186.1M
Focus Partners Wealth 0.20% Add +61.5% 3,952,034 $181.4M
Osaic Holdings, Inc. 0.26% Add +10.7% 3,834,783 $176.0M
Truist Financial Corp. 0.23% Reduce -0.4% 3,636,324 $166.9M
Meitav Investment House Ltd. 1.74% Add +33.8% 3,452,577 $158.4M
Migdal Insurance & Financial Holdings Ltd. 1.37% Reduce -61.9% 3,451,740 $158.4M
Janney Montgomery Scott LLC 0.39% Add +13.5% 3,431,828 $157.5M
Goldman Sachs Group Inc. 0.02% Reduce -26.5% 3,349,398 $153.7M
Factory Mutual Insurance Co. 1.66% Reduce -16.1% 3,208,900 $147.3M
Saudi Central Bank 3.01% No change 3,099,466 $142.2M
Cetera Investment Advisers 0.14% Add +5.1% 2,949,282 $135.3M
Stifel Financial Corp. 0.11% Add +29.4% 2,523,032 $115.8M
WestEnd Advisors, LLC 2.67% Add +2.3% 2,413,428 $110.8M
Bessemer Group Inc. 0.14% Add +2.3% 1,970,391 $90.4M
Moss Adams Wealth Advisors LLC 6.03% Add +5.0% 1,797,461 $82.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +2399.8% 1,751,137 $80.4M
GLOBALT Investments LLC / GA 2.84% Add +3.4% 1,733,147 $79.5M
Commonwealth Equity Services, LLC 0.10% Add +2.6% 1,602,049 $73.5M
Bank of Montreal 0.03% Add +2.0% 1,593,592 $73.1M
Barclays PLC 0.03% Add +11.2% 1,553,860 $71.3M
Brevan Howard Capital Management LP 0.71% Add +1150.0% 1,500,000 $68.8M
PGIM Custom Harvest LLC 1.02% Add +15.3% 1,428,807 $65.6M
Caisse de depot et placement du Quebec 0.10% New 1,353,006 $62.1M
Cornerstone Advisors, LLC 2.26% Add +20.9% 1,335,910 $61.3M
Citigroup Inc. 0.04% Reduce -32.8% 1,327,624 $60.9M
Alps Advisors Inc. 0.28% Add +4.5% 1,297,165 $59.5M
Electron Capital Partners, LLC 2.67% New 1,240,257 $56.9M
Private Advisor Group, LLC 0.26% Add +10.7% 1,196,871 $54.9M
FIL Ltd 0.04% Add +44.9% 1,196,016 $54.9M
University of Illinois Foundation 11.17% New 1,186,730 $54.5M
BlackRock, Inc. 0.00% Add +9.6% 1,093,175 $50.2M
Cambridge Investment Research Advisors, Inc. 0.13% Add +1.5% 1,080,172 $49.6M
US Bancorp \de 0.06% Add +3.9% 1,013,924 $46.5M
Provida Pension Fund Administrator 0.77% Add +4794.3% 992,861 $45.6M
Thrivent Financial for Lutherans 0.08% Add +50.5% 948,654 $43.5M
Rational Advisors, Inc. 4.61% Reduce -4.6% 923,163 $42.4M
Quadrature Capital Ltd 0.49% Add +325.7% 906,135 $41.6M
Signature Estate & Investment Advisors LLC 0.84% Add +4.1% 906,031 $41.6M
First Financial Bankshares Inc 0.84% Reduce -1.8% 903,189 $41.4M
Exchange Traded Concepts, LLC 0.32% Add +79.8% 902,336 $41.4M
BW Gestao de Investimentos Ltda. 1.84% Reduce -21.7% 900,000 $41.3M
HighTower Advisors, LLC 0.04% Reduce -12.7% 866,525 $39.8M
Victory Capital Management Inc. 0.03% Add +1.3% 841,800 $38.6M
Summit Financial, LLC 0.47% Add +6.6% 807,393 $37.1M
Natixis 0.15% Add +0.2% 807,279 $37.0M
PNC Financial Services Group, Inc. 0.02% Add +0.1% 746,970 $34.3M
Mariner, LLC 0.04% Reduce -6.3% 740,082 $34.0M
Capital Fund Management S.A. 0.30% Reduce -11.9% 718,345 $33.0M
MML Investors Services, LLC 0.09% Add +10.3% 703,946 $32.3M
Renaissance Technologies 0.05% Add +305.0% 703,900 $32.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Add +80.7% 702,486 $32.2M
Northern Trust Corp. 0.00% Add +7.4% 697,661 $32.0M
Cwm, LLC 0.08% Reduce -49.6% 697,503 $32.0M
Phoenix Financial Ltd. 0.30% Reduce -10.6% 686,634 $31.5M
Harel Insurance Investments & Financial Services Ltd. 0.21% Reduce -89.1% 675,005 $31.0M
Advisory Alpha, LLC 0.83% Add +40.8% 662,409 $30.4M
Kestra Advisory Services, LLC 0.11% Add +21.7% 650,398 $29.8M
Millennium Management 0.02% Add +23.7% 646,223 $29.7M
Baird Financial Group, Inc. 0.04% Reduce -4.7% 626,228 $28.7M
Community Trust & Investment Co. 1.54% Add +1.5% 618,679 $28.4M
Equitable Holdings, Inc. 0.18% Add +6.2% 655,108 $28.1M
Hilton Capital Management, LLC 2.04% Add +2.0% 589,746 $27.1M
Stonebridge Financial Group, LLC 2.19% New 581,263 $26.7M
Westwood Holdings Group Inc. 0.19% Add +78.4% 570,572 $26.2M
New Harbor Financial Group, LLC 4.69% Add +4.8% 562,680 $25.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.27% Add +132.2% 562,000 $25.8M
FMR LLC 0.00% Add +3.0% 561,118 $25.7M
Agf Management Ltd. 0.11% Reduce -6.6% 554,425 $25.4M
Cerity Partners LLC 0.04% Add +11.8% 548,973 $25.2M
Van Eck Associates Corp. 0.02% Add +262.2% 541,089 $24.8M
Captrust Financial Advisors 0.04% Add +4.8% 531,154 $24.4M
Dupont Capital Management Corp. 2.67% No change 512,018 $23.5M
Jones Financial Companies LLLP 0.01% Add +17.3% 506,929 $23.1M
Elo Mutual Pension Insurance Co 0.37% New 487,078 $22.4M
GTS Securities LLC 0.78% Add +256.7% 478,114 $21.9M
German American Bancorp, Inc. 1.87% Add +6.5% 473,533 $21.7M
Jane Street Group, LLC 0.02% Reduce -31.3% 466,913 $21.4M
Pathstone Holdings, LLC 0.08% Add +0.3% 461,878 $21.2M
Steward Partners Investment Advisory, LLC 0.11% Add +27.9% 457,091 $21.0M
WCG Wealth Advisors LLC 0.59% Add +3.2% 455,933 $20.9M
Mercer Global Advisors Inc. 0.03% Reduce -24.6% 440,971 $20.2M
Greenwood Gearhart LLC 1.08% Add +4.6% 436,177 $20.0M
Evoke Wealth, LLC 0.37% Add +26.0% 434,920 $20.0M
NewEdge Advisors, LLC 0.07% Add +15.0% 421,475 $19.3M
WNY Asset Management, LLC 2.00% — 421,238 $19.3M
Banco Santander, S.A. 0.15% Add +54.5% 416,731 $19.1M
Cornerstone Capital, Inc. 1.80% Add +0.9% 391,981 $18.0M

"% 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 1,602 holders