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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

$72.72
+1.26 (+1.76%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Number of
Institutional Buyers
(last 12 months)
693
Total
Institutional Inflows
(last 12 months)
$3.11B
Number of
Institutional Sellers
(last 12 months)
551
Total
Institutional Outflows
(last 12 months)
$1.61B
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XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/30/2024 Cambridge Trust Co.575$38K0.0%-84.4%0.000%
5/29/2024 Soltis Investment Advisors LLC9,364$615K0.1%+19.8%0.005%
5/24/2024 Cetera Advisor Networks LLC394,527$25.90M0.1%+13.7%0.219%
5/24/2024 Cetera Advisors LLC226,035$14.84M0.1%+75.7%0.126%
5/24/2024 Cetera Investment Advisers740,621$48.62M0.1%+238.6%0.412%
5/23/2024 Community Trust & Investment Co.292,987$19.24M1.4%+0.9%0.163%
5/22/2024 Koesten Hirschmann & Crabtree INC.520$34K0.0%N/A0.000%
5/22/2024 Second Line Capital LLC5,787$380K0.1%-21.7%0.003%
5/21/2024 Atria Investments Inc143,031$9.39M0.1%+26.2%0.080%
5/21/2024 LRI Investments LLC3,442$226K0.0%N/A0.002%
5/20/2024Strategic Wealth Partners Ltd.3,706$243K0.0%-65.4%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC8,211$539K0.0%-62.7%0.005%
5/17/2024 Comerica Bank67,779$4.45M0.0%-9.9%0.038%
5/17/2024 Tidal Investments LLC12,141$797K0.0%N/A0.007%
5/16/2024 Meiji Yasuda Life Insurance Co123,869$8.13M0.2%+26.3%0.069%
5/16/2024 Innova Wealth Partners71,604$4.70M3.6%N/A0.040%
5/16/2024 Levin Capital Strategies L.P.8,000$525K0.1%N/A0.004%
5/16/2024 B. Riley Wealth Advisors Inc.63,325$4.16M0.1%-6.7%0.035%
5/16/2024 High Falls Advisors Inc4,061$267K0.1%-18.0%0.002%
5/16/2024 Prudent Investors Network Inc.130,149$8.54M3.2%N/A0.072%
5/16/2024 Kraft Davis & Associates LLC22,305$1.59M0.5%+10.4%0.012%
5/16/2024 Bayesian Capital Management LP18,489$1.21M0.1%N/A0.010%
5/16/2024 Waverly Advisors LLC43,333$2.85M0.1%+880.4%0.024%
5/16/2024 Silvercrest Asset Management Group LLC1,223,501$80.32M0.5%N/A0.681%
5/16/2024 Zurich Insurance Group Ltd FI44,229$2.90M0.0%+22.1%0.025%
5/16/2024 Econ Financial Services Corp44,506$2.92M1.8%+69.7%0.025%
5/15/2024 Ascent Group LLC4,202$276K0.0%-6.8%0.002%
5/15/2024 SVB Wealth LLC14,796$971K0.0%-42.7%0.008%
5/15/2024 Mount Yale Investment Advisors LLC15,529$1.02M0.1%+5.9%0.009%
5/15/2024 Talisman Wealth Advisors LLC4,741$311K0.4%+18.7%0.003%
5/15/2024 Manhattan West Asset Management LLC3,895$256K0.1%+9.9%0.002%
5/15/2024 Alpine Global Management LLC15,720$1.03M0.3%+144.6%0.009%
5/15/2024 LRI Investments LLC3,442$245K0.0%N/A0.002%
5/14/2024 Toronto Dominion Bank2,993,148$196.50M0.3%-7.1%1.665%
5/14/2024 Main Management Fund Advisors LLC690,900$45.36M9.2%N/A0.384%
5/14/2024 Stamos Capital Partners L.P.19,100$1.25M0.3%-3.7%0.011%
5/14/2024 Axxcess Wealth Management LLC24,729$1.62M0.0%-2.1%0.014%
5/14/2024 EP Wealth Advisors LLC49,708$3.26M0.0%-10.6%0.028%
5/14/2024 Freestone Capital Holdings LLC62,676$4.12M0.2%-1.9%0.035%
5/14/2024 CreativeOne Wealth LLC10,577$694K0.0%+48.2%0.006%
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5/14/2024 Forte Capital LLC ADV92,709$6.09M0.8%+0.9%0.052%
5/14/2024 Natixis1,714,586$112.56M0.6%+383.7%0.954%
5/14/2024 Oxford Financial Group LTD. LLC806$53K0.0%-26.9%0.000%
5/14/2024 Vaughan David Investments LLC IL175,750$11.54M0.3%+7.5%0.098%
5/13/2024 Bessemer Group Inc.929,700$61.04M0.1%0.0%0.517%
5/13/2024 O Shaughnessy Asset Management LLC3,173$208K0.0%+35.7%0.002%
5/13/2024 Alerus Financial NA23,844$1.57M0.1%N/A0.013%
5/13/2024 Rockport Wealth LLC8,588$562K0.2%N/A0.005%
5/11/2024 Resurgent Financial Advisors LLC35,332$2.32M1.2%+163.6%0.020%
5/11/2024 Vista Finance LLC45,337$2.98M7.4%N/A0.025%
5/11/2024 Jacobi Capital Management LLC4,867$320K0.0%-68.9%0.003%
5/11/2024 Edgestream Partners L.P.3,718$244K0.0%-79.3%0.002%
5/11/2024 Ironsides Asset Advisors LLC9,035$593K0.2%N/A0.005%
5/11/2024 Patten & Patten Inc. TN27,313$1.79M0.1%-2.6%0.015%
5/10/2024 Osaic Holdings Inc.746,623$49.02M0.1%+5.5%0.415%
5/10/2024 TIAA Trust National Association17,779$1.17M0.0%+5.1%0.010%
5/10/2024 Cornerstone Advisors LLC8,200$538K0.0%N/A0.005%
5/10/2024 Spirepoint Private Client LLC70,041$4.60M0.7%N/A0.039%
5/10/2024 Mizuho Markets Americas LLC53,150$3.49M0.1%N/A0.030%
5/10/2024 Tocqueville Asset Management L.P.12,194$801K0.0%-15.2%0.007%
5/10/2024 J.Safra Asset Management Corp478,450$31.41M3.6%+519,954.3%0.266%
5/10/2024 1ST Source Bank20,548$1.35M0.1%+19.8%0.011%
5/10/2024 Nwam LLC7,559$525K0.0%+85.3%0.004%
5/10/2024 Banco BTG Pactual S.A.6,093$400K0.1%-87.8%0.003%
5/10/2024 Gratus Wealth Advisors LLC7,424$478K0.1%-92.6%0.004%
5/9/2024 ProVise Management Group LLC5,224$343K0.0%+13.6%0.003%
5/9/2024 Private Portfolio Partners LLC20,987$1.38M0.3%+24.2%0.012%
5/9/2024 Blair William & Co. IL56,874$3.73M0.0%-5.0%0.032%
5/9/2024 Orion Portfolio Solutions LLC132,802$8.72M0.1%+20.0%0.074%
5/9/2024 Maple Capital Management Inc.8,065$529K0.0%+2.5%0.004%
5/9/2024 HBK Sorce Advisory LLC3,823$251K0.0%+18.0%0.002%
5/9/2024 Kingsview Wealth Management LLC27,549$1.81M0.0%-2.9%0.015%
5/9/2024 JBR Co Financial Management Inc8,456$555K0.4%-3.7%0.005%
5/9/2024 Planning Directions Inc.9,013$592K0.4%-67.4%0.005%
5/9/2024 TBH Global Asset Management LLC8,175$537K0.1%-27.1%0.005%
5/9/2024 SageView Advisory Group LLC2,764$181K0.0%-53.7%0.002%
5/9/2024 Interchange Capital Partners LLC5,790$385K0.3%+35.3%0.003%
5/9/2024 Dearborn Partners LLC6,697$440K0.0%+61.9%0.004%
5/9/2024 Pettyjohn Wood & White Inc.11,339$744K0.1%-3.8%0.006%
5/9/2024 WP Advisors LLC22,348$1.47M0.5%-6.4%0.012%
5/9/2024 Koshinski Asset Management Inc.16,664$1.09M0.1%-50.3%0.009%
5/8/2024 FPC Investment Advisory Inc.8,262$551K0.5%N/A0.005%
5/8/2024 Winthrop Capital Management LLC36,967$2.43M1.1%+0.6%0.021%
5/8/2024 Avantax Advisory Services Inc.74,840$4.91M0.0%-3.2%0.042%
5/8/2024 US Bancorp DE427,458$28.06M0.0%+1.9%0.238%
5/8/2024 Headlands Technologies LLC2,050$135K0.0%-86.2%0.001%
5/7/2024 Verus Capital Partners LLC3,751$246K0.0%-31.7%0.002%
5/7/2024 Capital Square LLC7,118$467K0.3%N/A0.004%
5/7/2024 Choate Investment Advisors28,650$1.88M0.1%N/A0.016%
5/7/2024 WNY Asset Management LLC214,719$14.10M2.2%+1,826.1%0.119%
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5/7/2024 Concurrent Investment Advisors LLC69,980$4.59M0.2%+64.0%0.039%
5/7/2024 Montag A & Associates Inc.32,217$2.12M0.1%-24.1%0.018%
5/7/2024Susquehanna International Group Ltd.18,775$1.23M0.3%N/A0.010%
5/7/2024 KCM Investment Advisors LLC95,439$6.27M0.2%-12.6%0.053%
5/7/2024 NTV Asset Management LLC3,325$218K0.0%-36.7%0.002%
5/7/2024 Hyman Charles D3,107$204K0.0%N/A0.002%
5/7/2024 Oppenheimer & Co. Inc.22,609$1.48M0.0%+67.6%0.013%
5/7/2024 PFG Advisors19,139$1.26M0.1%-14.1%0.011%
5/7/2024 Wealthspire Advisors LLC5,720$376K0.0%-8.0%0.003%
5/7/2024 SG Americas Securities LLC76,814$5.04M0.0%-62.1%0.043%
(Data available from 1/1/2016 forward)

XLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLU shares?

During the previous two years, 1,304 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Caisse DE Depot ET Placement DU Quebec ($324.20M), Harel Insurance Investments & Financial Services Ltd. ($256.22M), Wells Fargo & Company MN ($230.77M), LPL Financial LLC ($213.44M), Healthcare of Ontario Pension Plan Trust Fund ($211.46M), and Envestnet Asset Management Inc. ($206.25M).Learn more on XLU's institutional investors.

Which institutional investors have been buying Utilities Select Sector SPDR Fund stock?

Of the 1,153 institutional investors that purchased Utilities Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Nova Scotia ($5.51M), Caisse DE Depot ET Placement DU Quebec ($5.50M), Toronto Dominion Bank ($4.58M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Migdal Insurance & Financial Holdings Ltd. ($3.70M), Envestnet Asset Management Inc. ($3.48M), and Natixis ($3.35M).

How much institutional buying is happening at Utilities Select Sector SPDR Fund?

Institutional investors have bought a total of 109,901,847 shares in the last 24 months. This purchase volume represents approximately $7.27B in transactions.

Which Utilities Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 811 institutional investors that sold Utilities Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($5.01M), Bessemer Group Inc. ($3.79M), Migdal Insurance & Financial Holdings Ltd. ($2.81M), JPMorgan Chase & Co. ($2.66M), Toronto Dominion Bank ($1.98M), TD Asset Management Inc ($1.96M), and Ameriprise Financial Inc. ($1.83M).

How much institutional selling is happening at Utilities Select Sector SPDR Fund?

Institutional investors have sold a total of 59,361,367 shares in the last 24 months. This volume of shares sold represents approximately $3.90B in transactions.


This page (NYSEARCA:XLU) was last updated on 6/1/2024 by MarketBeat.com Staff

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