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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$81.84 +0.61 (+0.75%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Current
Institutional Ownership
Percentage
90.06%
Number of
Institutional Buyers
(last 12 months)
1007
Total
Institutional Inflows
(last 12 months)
$5.95B
Number of
Institutional Sellers
(last 12 months)
652
Total
Institutional Outflows
(last 12 months)
$3.80B
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XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 TrueWealth Advisors LLC6,999$572K0.2%+30.4%0.003%
7/3/2025 Sage Capital Advisors llc30,391$2.48M0.6%-0.8%0.013%
7/3/2025 City Center Advisors LLC35,546$2.90M3.1%+287.5%0.015%
7/2/2025 S. R. Schill & Associates47,715$3.90M2.9%+3.8%0.021%
7/2/2025 HBW Advisory Services LLC10,835$885K0.1%+18.1%0.005%
7/1/2025 Kera Capital Partners Inc.63,950$5.22M1.0%N/A0.028%
6/17/2025Howe & Rusling Inc.2,802$221K0.0%-6.8%0.001%
6/16/2025Lynx Investment Advisory12,423$980K0.7%+16.7%0.005%
6/2/2025Modern Wealth Management LLC87,647$6.91M0.2%+8.5%0.038%
5/29/2025Nova Wealth Management Inc.502$40K0.0%-28.4%0.000%
5/28/2025GK Wealth Management LLC4,232$334K0.4%+16.1%0.002%
5/28/2025Intrua Financial LLC83,781$6.61M1.0%+354.5%0.036%
5/27/2025Jacobi Capital Management LLC6,050$477K0.0%-51.2%0.003%
5/27/2025Iron Gate Global Advisors LLC4,898$386K0.1%+12.2%0.002%
5/21/2025Reliant Investment Partners LLC5,467$431K0.4%-5.6%0.002%
5/21/2025McAdam LLC8,970$707K0.0%+8.5%0.004%
5/21/2025Geneos Wealth Management Inc.21,729$1.71M0.1%-2.8%0.009%
5/21/2025Schmidt P J Investment Management Inc.2,768$218K0.0%N/A0.001%
5/20/2025Acorns Advisers LLC2,785$220K0.0%N/A0.001%
5/20/2025Fortis Capital Advisors LLC3,139$248K0.1%N/A0.001%
5/20/2025Belpointe Asset Management LLC25,503$2.01M0.1%+98.5%0.011%
5/20/2025Focus Partners Wealth187,989$14.82M0.0%+12.6%0.081%
5/20/2025Integrity Alliance LLC.167,025$13.17M0.5%+337.9%0.072%
5/20/2025Aspen Investment Management Inc27,192$2.14M1.0%+17.9%0.012%
5/19/2025Advisory Alpha LLC220,680$17.40M0.6%+5.9%0.095%
5/19/2025Game Plan Financial Advisors LLC732$58K0.0%-63.4%0.000%
5/19/2025SCS Capital Management LLC20,978$1.65M0.0%N/A0.009%
5/16/2025Wilson & Boucher Capital Management LLC29,978$2.36M1.8%-1.0%0.013%
5/16/2025Prostatis Group LLC4,348$343K0.1%-24.5%0.002%
5/16/2025Empowered Funds LLC16,031$1.26M0.0%N/A0.007%
5/16/2025Meiji Yasuda Life Insurance Co319,359$25.18M0.5%+27.9%0.138%
5/16/2025Arete Wealth Advisors LLC17,159$1.35M0.1%+7.8%0.007%
5/16/2025Strait & Sound Wealth Management LLC8,819$695K0.3%+76.6%0.004%
5/16/2025Signature Estate & Investment Advisors LLC389,636$30.72M0.8%+9.2%0.168%
5/16/2025Ashton Thomas Private Wealth LLC47,309$3.73M0.1%+91.8%0.020%
5/16/2025Goldman Sachs Group Inc.7,451,495$587.55M0.1%-0.2%3.228%
5/16/2025Jones Financial Companies Lllp664$49K0.0%-99.2%0.000%
5/16/2025Sepio Capital LP16,064$1.27M0.1%-3.9%0.007%
5/16/2025Redwood Financial Network Corp5,524$436K0.3%+26.6%0.002%
5/16/2025Rockport Wealth LLC37,363$2.95M1.0%+22.0%0.016%
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5/16/2025Pacific Center for Financial Services1,552$122K0.0%-27.3%0.001%
5/16/2025Passaic Partners LLC185,917$14.66M2.2%-15.1%0.080%
5/16/2025Pinnacle Family Advisors LLC7,329$578K0.3%-64.5%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.79,082$6.24M0.0%N/A0.034%
5/16/2025Integrated Wealth Concepts LLC81,359$6.42M0.1%-8.1%0.035%
5/16/2025Clark Capital Management Group Inc.11,979$945K0.0%N/A0.005%
5/16/2025AQR Capital Management LLC51,682$4.08M0.0%+3.5%0.022%
5/16/2025Algorithmic Investment Models LLC66,058$5.21M3.8%-14.3%0.029%
5/16/20251 North Wealth Services LLC41,236$3.25M1.5%N/A0.018%
5/15/2025Federation des caisses Desjardins du Quebec21,212$1.67M0.0%+218.3%0.009%
5/15/2025EP Wealth Advisors LLC48,270$3.81M0.0%-2.0%0.021%
5/15/2025Ashton Thomas Securities LLC5,348$422K0.1%-10.4%0.002%
5/15/2025Capital Investment Counsel LLC4,654$367K0.1%+5.6%0.002%
5/15/2025Paloma Partners Management Co10,516$829K0.1%-77.4%0.005%
5/15/2025Focus Partners Advisor Solutions LLC3,317$262K0.0%+21.7%0.001%
5/15/2025First Financial Bankshares Inc441,629$34.82M0.8%-27.8%0.191%
5/15/2025Flputnam Investment Management Co.2,633$208K0.0%N/A0.001%
5/15/2025Graham Capital Management L.P.355,000$27.99M0.5%+379.7%0.153%
5/15/2025Alamea Verwaltungs GmbH12,500$986K0.9%N/A0.005%
5/15/2025Retirement Planning Co of New England Inc.5,882$464K0.2%-5.0%0.003%
5/15/2025MAI Capital Management133,605$10.54M0.1%+4.4%0.058%
5/15/2025Calton & Associates Inc.6,312$498K0.1%+13.0%0.003%
5/15/2025Second Line Capital LLC2,901$229K0.1%-19.7%0.001%
5/15/2025Centric Wealth Management7,373$581K0.2%+40.5%0.003%
5/15/2025Connecticut Wealth Management LLC3,687$291K0.0%-85.9%0.002%
5/15/2025Baird Financial Group Inc.330,847$26.09M0.1%+3.1%0.143%
5/15/2025Activest Wealth Management1,358$107K0.0%-63.6%0.001%
5/15/2025GKV Capital Management Co. Inc.4,563$360K0.1%N/A0.002%
5/15/2025Gerber Kawasaki Wealth & Investment Management13,758$1.09M0.0%+2.2%0.006%
5/15/2025Northstar Financial Companies Inc.5,716$451K0.5%+28.2%0.002%
5/15/2025Beck Bode LLC13,398$1.06M0.2%-48.4%0.006%
5/15/2025D L Carlson Investment Group Inc.29,843$2.35M0.5%-3.9%0.013%
5/14/2025Ieq Capital LLC4,091$323K0.0%+41.6%0.002%
5/14/2025CreativeOne Wealth LLC17,898$1.41M0.0%-5.3%0.008%
5/14/2025Zuckerman Investment Group LLC22,288$1.76M0.2%+1.0%0.010%
5/14/2025Gamco Investors INC. ET AL3,929$310K0.0%N/A0.002%
5/14/2025Per Stirling Capital Management LLC.20,457$1.61M0.2%+523.5%0.009%
5/14/2025Samalin Investment Counsel LLC16,624$1.31M0.5%+31.1%0.007%
5/14/2025Talisman Wealth Advisors LLC5,850$461K0.5%+13.7%0.003%
5/14/2025NCM Capital Management LLC22,152$1.75M0.8%+4.7%0.010%
5/14/2025Luminist Capital LLC932$74K0.1%-86.6%0.000%
5/14/2025Full Sail Capital LLC146,902$11.58M0.7%-1.0%0.064%
5/14/2025Apexium Financial LP11,456$903K0.1%-5.2%0.005%
5/14/2025Tandem Wealth Advisors LLC5,458$430K0.2%+12.6%0.002%
5/14/2025Comerica Bank76,976$6.07M0.0%-1.9%0.033%
5/14/2025Freedom Investment Management Inc.15,260$1.20M0.1%+3.5%0.007%
5/14/2025Synovus Financial Corp29,361$2.32M0.0%+2.9%0.013%
5/14/2025Oak Harvest Investment Services61,815$4.87M0.7%N/A0.027%
5/14/2025SVB Wealth LLC10,210$805K0.0%-24.2%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.12,079$952K0.0%+4.7%0.005%
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5/14/2025Heritage Wealth Partners LLC2,654$209K0.3%-19.8%0.001%
5/14/2025Kestra Advisory Services LLC165,891$13.08M0.1%-19.0%0.072%
5/14/2025Purus Wealth Management LLC11,865$936K0.4%-2.7%0.005%
5/14/2025Circle Wealth Management LLC2,658$210K0.0%N/A0.001%
5/14/2025D.B. Root & Company LLC2,922$230K0.1%-7.8%0.001%
5/14/20251832 Asset Management L.P.109,775$8.66M0.0%N/A0.047%
5/14/2025Compound Planning Inc.12,468$983K0.0%+3.1%0.005%
5/14/2025Ameriprise Financial Inc.2,865,869$226.91M0.1%+20.1%1.239%
5/14/2025Lionsbridge Wealth Management LLC42,052$3.24M2.9%+83.4%0.018%
5/14/2025CW Advisors LLC10,184$802K0.0%N/A0.004%
(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, 1,503 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Goldman Sachs Group Inc. ($587.55M), Bessemer Group Inc. ($477.73M), LPL Financial LLC ($460.60M), JPMorgan Chase & Co. ($352.96M), Demars Financial Group LLC ($331.20M), and Healthcare of Ontario Pension Plan Trust Fund ($268.51M).Learn more on Utilities Select Sector SPDR Fund's institutional investors.

What percentage of Utilities Select Sector SPDR Fund's stock is owned by institutional investors?

90.06% of Utilities Select Sector SPDR Fund's stock is owned by institutional investors. Learn more on XLU's institutional investor holdings.

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

Of the 1,320 institutional investors that purchased Utilities Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($12.60M), Migdal Insurance & Financial Holdings Ltd. ($6.98M), Caisse DE Depot ET Placement DU Quebec ($6.50M), Simplex Trading LLC ($4.40M), Demars Financial Group LLC ($4.20M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), and Granite Bay Wealth Management LLC ($3.14M).

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

Institutional investors have bought a total of 77,086,665 shares in the last 24 months. This purchase volume represents approximately $5.95B in transactions.

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

Of the 652 institutional investors that sold Utilities Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($11.84M), JPMorgan Chase & Co. ($3.97M), Envestnet Asset Management Inc. ($2.84M), D. E. Shaw & Co. Inc. ($2.40M), Migdal Insurance & Financial Holdings Ltd. ($1.81M), Harel Insurance Investments & Financial Services Ltd. ($1.72M), and Cibc World Market Inc. ($1.69M).

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

Institutional investors have sold a total of 50,171,048 shares in the last 24 months. This volume of shares sold represents approximately $3.80B in transactions.


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This page (NYSEARCA:XLU) was last updated on 7/6/2025 by MarketBeat.com Staff
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