Free Trial
→ Trump wipes out trillions overnight… (From Porter & Company) (Ad) Buy XLU Stock  Free XLU Stock Alerts

Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$82.53 +0.35 (+0.43%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1004
Total
Institutional Inflows
(last 12 months)
$5.97B
Number of
Institutional Sellers
(last 12 months)
649
Total
Institutional Outflows
(last 12 months)
$3.80B
Get XLU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Utilities Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Advisory Alpha LLC220,680$17.40M0.6%+5.9%0.095%
5/19/2025Game Plan Financial Advisors LLC732$58K0.0%-63.4%0.000%
5/19/2025 SCS Capital Management LLC20,978$1.65M0.0%N/A0.009%
5/16/2025 Wilson & Boucher Capital Management LLC29,978$2.36M1.8%-1.0%0.013%
5/16/2025 Prostatis Group LLC4,348$343K0.1%-24.5%0.002%
5/16/2025 Empowered Funds LLC16,031$1.26M0.0%N/A0.007%
5/16/2025 Meiji Yasuda Life Insurance Co319,359$25.18M0.5%+27.9%0.138%
5/16/2025 Arete Wealth Advisors LLC17,159$1.35M0.1%+7.8%0.007%
5/16/2025 Strait & Sound Wealth Management LLC8,819$695K0.3%+76.6%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC389,636$30.72M0.8%+9.2%0.168%
5/16/2025 Ashton Thomas Private Wealth LLC47,309$3.73M0.1%+91.8%0.020%
5/16/2025 Goldman Sachs Group Inc.7,451,495$587.55M0.1%-0.2%3.221%
5/16/2025 Jones Financial Companies Lllp664$49K0.0%-99.2%0.000%
5/16/2025 Sepio Capital LP16,064$1.27M0.1%-3.9%0.007%
5/16/2025 Redwood Financial Network Corp5,524$436K0.3%+26.6%0.002%
5/16/2025 Rockport Wealth LLC37,363$2.95M1.0%+22.0%0.016%
5/16/2025 Pacific Center for Financial Services1,552$122K0.0%-27.3%0.001%
5/16/2025 Passaic Partners LLC185,917$14.66M2.2%-15.1%0.080%
5/16/2025 Pinnacle Family Advisors LLC7,329$578K0.3%-64.5%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.79,082$6.24M0.0%N/A0.034%
5/16/2025 Integrated Wealth Concepts LLC81,359$6.42M0.1%-8.1%0.035%
5/16/2025 Clark Capital Management Group Inc.11,979$945K0.0%N/A0.005%
5/16/2025 AQR Capital Management LLC51,682$4.08M0.0%+3.5%0.022%
5/16/2025 Algorithmic Investment Models LLC66,058$5.21M3.8%-14.3%0.029%
5/16/2025 1 North Wealth Services LLC41,236$3.25M1.5%N/A0.018%
5/15/2025 Federation des caisses Desjardins du Quebec21,212$1.67M0.0%+218.3%0.009%
5/15/2025 EP Wealth Advisors LLC48,270$3.81M0.0%-2.0%0.021%
5/15/2025 Ashton Thomas Securities LLC5,348$422K0.1%-10.4%0.002%
5/15/2025 Capital Investment Counsel LLC4,654$367K0.1%+5.6%0.002%
5/15/2025 Paloma Partners Management Co10,516$829K0.1%-77.4%0.005%
5/15/2025 Focus Partners Advisor Solutions LLC3,317$262K0.0%+21.7%0.001%
5/15/2025 First Financial Bankshares Inc441,629$34.82M0.8%-27.8%0.191%
5/15/2025 Flputnam Investment Management Co.2,633$208K0.0%N/A0.001%
5/15/2025 Graham Capital Management L.P.355,000$27.99M0.5%+379.7%0.153%
5/15/2025 Alamea Verwaltungs GmbH12,500$986K0.9%N/A0.005%
5/15/2025 Retirement Planning Co of New England Inc.5,882$464K0.2%-5.0%0.003%
5/15/2025 MAI Capital Management133,605$10.54M0.1%+4.4%0.058%
5/15/2025 Calton & Associates Inc.6,312$498K0.1%+13.0%0.003%
5/15/2025 Second Line Capital LLC2,901$229K0.1%-19.7%0.001%
5/15/2025 Centric Wealth Management7,373$581K0.2%+40.5%0.003%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
5/15/2025 Connecticut Wealth Management LLC3,687$291K0.0%-85.9%0.002%
5/15/2025 Baird Financial Group Inc.330,847$26.09M0.1%+3.1%0.143%
5/15/2025 Activest Wealth Management1,358$107K0.0%-63.6%0.001%
5/15/2025 GKV Capital Management Co. Inc.4,563$360K0.1%N/A0.002%
5/15/2025 Gerber Kawasaki Wealth & Investment Management13,758$1.09M0.0%+2.2%0.006%
5/15/2025 Northstar Financial Companies Inc.5,716$451K0.5%+28.2%0.002%
5/15/2025 Beck Bode LLC13,398$1.06M0.2%-48.4%0.006%
5/15/2025 D L Carlson Investment Group Inc.29,843$2.35M0.5%-3.9%0.013%
5/14/2025 Ieq Capital LLC4,091$323K0.0%+41.6%0.002%
5/14/2025 CreativeOne Wealth LLC17,898$1.41M0.0%-5.3%0.008%
5/14/2025 Zuckerman Investment Group LLC22,288$1.76M0.2%+1.0%0.010%
5/14/2025 Gamco Investors INC. ET AL3,929$310K0.0%N/A0.002%
5/14/2025 Per Stirling Capital Management LLC.20,457$1.61M0.2%+523.5%0.009%
5/14/2025 Samalin Investment Counsel LLC16,624$1.31M0.5%+31.1%0.007%
5/14/2025 Talisman Wealth Advisors LLC5,850$461K0.5%+13.7%0.003%
5/14/2025 NCM Capital Management LLC22,152$1.75M0.8%+4.7%0.010%
5/14/2025 Luminist Capital LLC932$74K0.1%-86.6%0.000%
5/14/2025 Full Sail Capital LLC146,902$11.58M0.7%-1.0%0.064%
5/14/2025 Apexium Financial LP11,456$903K0.1%-5.2%0.005%
5/14/2025 Tandem Wealth Advisors LLC5,458$430K0.2%+12.6%0.002%
5/14/2025 Comerica Bank76,976$6.07M0.0%-1.9%0.033%
5/14/2025 Freedom Investment Management Inc.15,260$1.20M0.1%+3.5%0.007%
5/14/2025 Synovus Financial Corp29,361$2.32M0.0%+2.9%0.013%
5/14/2025 Oak Harvest Investment Services61,815$4.87M0.7%N/A0.027%
5/14/2025 SVB Wealth LLC10,210$805K0.0%-24.2%0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.12,079$952K0.0%+4.7%0.005%
5/14/2025 Heritage Wealth Partners LLC2,654$209K0.3%-19.8%0.001%
5/14/2025 Kestra Advisory Services LLC165,891$13.08M0.1%-19.0%0.072%
5/14/2025 Purus Wealth Management LLC11,865$936K0.4%-2.7%0.005%
5/14/2025 Circle Wealth Management LLC2,658$210K0.0%N/A0.001%
5/14/2025 D.B. Root & Company LLC2,922$230K0.1%-7.8%0.001%
5/14/2025 1832 Asset Management L.P.109,775$8.66M0.0%N/A0.047%
5/14/2025 Compound Planning Inc.12,468$983K0.0%+3.1%0.005%
5/14/2025 Ameriprise Financial Inc.2,865,869$226.91M0.1%+20.1%1.239%
5/14/2025 Lionsbridge Wealth Management LLC42,052$3.24M2.9%+83.4%0.018%
5/14/2025 CW Advisors LLC10,184$802K0.0%N/A0.004%
5/14/2025 Summit Financial LLC384,920$30.35M0.9%+765.0%0.166%
5/14/2025 Estate Counselors LLC52,339$4.13M0.4%+0.3%0.023%
5/14/2025 United Asset Strategies Inc.10,335$815K0.1%+20.5%0.004%
5/14/2025 Flow Traders U.S. LLC30,493$2.40M0.1%N/A0.013%
5/14/2025 Capital Analysts LLC8,844$697K0.0%+146.4%0.004%
5/14/2025 Level Four Advisory Services LLC33,699$2.66M0.1%+421.1%0.015%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.594,288$46.97M0.5%+85.6%0.257%
5/14/2025 Crabel Capital Management LLC54,540$4.30M4.6%N/A0.024%
5/14/2025 Sumitomo Mitsui Financial Group Inc.91,118$7.19M0.1%-1.1%0.039%
5/14/2025 Hsbc Holdings PLC153,800$12.04M0.0%-31.1%0.066%
5/14/2025 Wellington Management Group LLP46,852$3.69M0.0%+243.1%0.020%
5/14/2025 Mizuho Bank Ltd.600,000$47.31M10.7%-59.3%0.259%
5/13/2025 Cladis Investment Advisory LLC13,618$1.07M0.8%-2.1%0.006%
5/13/2025 Northern Trust Corp294,562$23.23M0.0%+5.9%0.127%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
5/13/2025 Global View Capital Management LLC9,365$738K0.3%-2.3%0.004%
5/13/2025 Freestone Capital Holdings LLC64,332$5.07M0.2%-1.5%0.029%
5/13/2025 CacheTech Inc.37,738$2.98M0.6%N/A0.017%
5/13/2025 Ethos Financial Group LLC202,752$15.99M1.5%N/A0.091%
5/13/2025 Steward Partners Investment Advisory LLC200,485$15.81M0.1%-21.7%0.090%
5/13/2025 Intrepid Financial Planning Group LLC21,508$1.69M0.8%-5.7%0.010%
5/13/2025 Adams Wealth Management37,738$2.98M0.6%N/A0.017%
5/13/2025 Tyler Stone Wealth Management32,205$2.54M0.5%+5.6%0.014%
5/13/2025 Raymond James Financial Inc.1,450,363$114.36M0.0%-6.9%0.649%
5/13/2025 Menora Mivtachim Holdings LTD.2,763,194$217.88M1.4%-29.5%1.236%
(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, 1,493 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 XLU's institutional investors.

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

Of the 1,312 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: 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 126,191,194 shares in the last 24 months. This purchase volume represents approximately $9.04B in transactions.

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

Of the 876 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: International Assets Investment Management LLC ($11.95M), JPMorgan Chase & Co. ($4.44M), Envestnet Asset Management Inc. ($4.32M), Janney Montgomery Scott LLC ($2.86M), WestEnd Advisors LLC ($2.52M), D. E. Shaw & Co. Inc. ($2.40M), and Truist Financial Corp ($2.27M).

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

Institutional investors have sold a total of 76,240,784 shares in the last 24 months. This volume of shares sold represents approximately $5.43B in transactions.


Related Companies

This page (NYSEARCA:XLU) was last updated on 5/19/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Is President Trump Lying To You With This?
President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...
Colonial Metals | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored