Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

$43.98 +0.46 (+1.06%)

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$43.96 -0.02 (-0.04%)

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Current Institutional Ownership Percentage: 90.06%
Number of Institutional Buyers (last 12 months): 1393
Total Institutional Inflows (last 12 months): $6.49B

Number of Institutional Sellers (last 12 months): 556
Total Institutional Outflows (last 12 months): $1.65B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	DV Trading LLC	58,000	$2.66M	0.1%	+9,780.7%	0.011%
6/3/2026	Parallel Advisors LLC	38,818	$1.78M	0.0%	+8.0%	0.008%
6/3/2026	NewEdge Advisors LLC	421,475	$19.34M	0.1%	+15.0%	0.082%
6/1/2026	Flagship Wealth Advisors LLC	2,535	$116K	0.0%	-50.0%	0.000%
6/1/2026	Foguth Wealth Management LLC.	311,162	$13.82M	1.7%	-12.2%	0.061%
6/1/2026	Keel Point LLC	23,830	$1.09M	0.1%	+9.4%	0.005%
5/28/2026	Cozad Asset Management Inc.	6,670	$306K	0.0%	+8.1%	0.001%
5/28/2026	Maripau Wealth Management LLC	11,119	$510K	0.2%	+5.7%	0.002%
5/27/2026	Security Financial Services INC.	9,894	$454K	0.1%	+10.7%	0.002%
5/26/2026	Axiom Investment Management LLC	83,518	$3.83M	2.9%	N/A	0.016%
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5/22/2026	WNY Asset Management LLC	421,238	$19.33M	2.0%	N/A	0.082%
5/22/2026	Independent Wealth Advisors LLC	6,108	$280K	0.3%	+19.3%	0.001%
5/22/2026	Verus Capital Partners LLC	14,139	$649K	0.0%	-3.8%	0.003%
5/21/2026	Vestor Capital LLC	970	$45K	0.0%	+41.2%	0.000%
5/20/2026	SHUTTLEWORTH & Co	50,512	$2.32M	2.1%	+1.7%	0.010%
5/20/2026	January Capital Advisors LLC	11,736	$539K	0.7%	N/A	0.002%
5/20/2026	Arete Wealth Advisors LLC	111,403	$5.11M	0.3%	+188.8%	0.022%
5/20/2026	SOA Wealth Advisors LLC.	968	$44K	0.0%	+287.2%	0.000%
5/20/2026	Leigh Baldwin & CO. LLC	6,021	$276K	0.2%	-11.4%	0.001%
5/19/2026	Mascagni Wealth Management Inc.	8,820	$405K	0.3%	-10.3%	0.002%
5/19/2026	Cim Investment Management Inc.	70,539	$3.24M	0.9%	-0.5%	0.014%
5/19/2026	NewEdge Advisors LLC	336,438	$15.44M	0.3%	-8.2%	0.065%
5/19/2026	Bank of America Corp DE	28,041,814	$1.29B	0.1%	+3.9%	5.456%
5/19/2026	Wilson & Boucher Capital Management LLC	62,263	$2.86M	1.9%	+2.8%	0.012%
5/19/2026	Strait & Sound Wealth Management LLC	15,624	$717K	0.3%	+4.9%	0.003%
5/19/2026	Edgestream Partners L.P.	26,686	$1.23M	0.0%	-26.9%	0.005%
5/19/2026	Chesapeake Wealth Management	22,506	$1.03M	0.3%	-3.3%	0.004%
5/19/2026	Centaurus Financial Inc.	185,259	$8.50M	0.4%	-9.4%	0.036%
5/19/2026	Arkadios Wealth Advisors	89,548	$4.11M	0.1%	+2.7%	0.017%
5/19/2026	Arete Wealth Advisors LLC	111,403	$5.11M	0.4%	+188.8%	0.022%
5/18/2026	Sunbelt Securities Inc.	5,087	$233K	0.0%	-6.9%	0.001%
5/18/2026	Constant Guidance Financial LLC	4,600	$211K	0.1%	N/A	0.001%
5/18/2026	Electron Capital Partners LLC	1,240,257	$56.92M	2.2%	N/A	0.241%
5/18/2026	Estate Counselors LLC	161,218	$7.40M	0.7%	+30.7%	0.031%
5/16/2026	KCM Investment Advisors LLC	299,701	$13.75M	0.5%	+7.6%	0.058%
5/16/2026	Measured Risk Portfolios Inc.	7,369	$338K	0.4%	-8.9%	0.001%
5/16/2026	Quantinno Capital Management LP	97,765	$4.49M	0.0%	+17.0%	0.019%
5/15/2026	Gateway Wealth Partners LLC	118,957	$5.46M	0.2%	+592.5%	0.023%
5/15/2026	Wealth Watch Advisors INC	18,412	$845K	0.4%	+6,669.1%	0.004%
5/15/2026	Blue Chip Partners LLC	4,992	$229K	0.0%	-45.5%	0.001%
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5/15/2026	Cypress Capital Group	25,590	$1.17M	0.1%	-9.7%	0.005%
5/15/2026	Everest Financial Group LLC	33,242	$1.53M	0.3%	N/A	0.006%
5/15/2026	Valence8 US LP	62,955	$2.89M	1.0%	-50.8%	0.012%
5/15/2026	Waverly Advisors LLC	354,267	$16.26M	0.1%	+44.1%	0.069%
5/15/2026	Unisphere Establishment	340,000	$15.60M	0.1%	N/A	0.066%
5/15/2026	Vivaldi Capital Management LP	13,215	$606K	0.1%	-5.6%	0.003%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	161,733	$7.42M	0.0%	-87.6%	0.031%
5/14/2026	Renaissance Technologies LLC	703,900	$32.30M	0.1%	+305.0%	0.137%
5/14/2026	Gamco Investors INC. ET AL	121,661	$5.58M	0.1%	+0.3%	0.024%
5/14/2026	Hilltop Holdings Inc.	39,218	$1.80M	0.2%	-52.4%	0.008%
5/14/2026	Aristides Capital LLC	48,308	$2.22M	0.4%	+14.5%	0.009%
5/14/2026	Compound Planning Inc.	10,833	$497K	0.0%	-43.6%	0.002%
5/14/2026	Modern Wealth Management LLC	360,481	$16.62M	0.3%	+21.8%	0.070%
5/14/2026	Bank of Nova Scotia	134,642	$6.18M	0.0%	+50.6%	0.026%
5/14/2026	Sei Investments Co.	43,679	$2.00M	0.0%	N/A	0.008%
5/14/2026	MWA Asset Management	17,188	$789K	0.4%	-2.6%	0.003%
5/14/2026	Lido Advisors LLC	390,723	$17.93M	0.1%	-15.3%	0.076%
5/13/2026	Cetera Investment Advisers	2,949,282	$135.34M	0.1%	+5.1%	0.574%
5/13/2026	Wealthspire Retirement LLC	34,296	$1.57M	0.1%	+3.9%	0.007%
5/13/2026	Mizuho Markets Cayman LP	10,590	$486K	0.0%	-38.4%	0.002%
5/13/2026	Dynamic Wealth Strategies LLC	12,196	$560K	0.3%	+17.6%	0.002%
5/13/2026	Measured Wealth Private Client Group LLC	134,064	$6.15M	1.7%	-5.4%	0.026%
5/13/2026	Signature Equity Partners LLC	2,128	$98K	0.1%	+16.0%	0.000%
5/13/2026	NewEdge Wealth LLC	33,624	$1.54M	0.0%	+17.7%	0.007%
5/13/2026	Petra Financial Advisors Inc.	10,180	$467K	0.3%	+107.5%	0.002%
5/13/2026	First Citizens Bank & Trust Co.	8,500	$390K	0.0%	-23.3%	0.002%
5/13/2026	First Trust Advisors LP	24,435	$1.12M	0.0%	-6.7%	0.005%
5/12/2026	CacheTech Inc.	70,473	$3.23M	0.6%	+3.5%	0.014%
5/12/2026	Bellwether Advisors LLC	59,119	$2.71M	0.5%	N/A	0.012%
5/8/2026	PNC Financial Services Group Inc.	746,970	$34.28M	0.0%	+0.1%	0.145%
5/8/2026	CVS HEALTH Corp	25,000	$1.15M	0.5%	N/A	0.005%
5/8/2026	Cassaday & Co Wealth Management LLC	1,010	$46K	0.0%	N/A	0.000%
5/8/2026	Rice Partnership LLC	770	$35K	0.0%	+92.5%	0.000%
5/8/2026	MWA Asset Management	17,188	$789K	0.4%	-2.6%	0.003%
5/8/2026	Johnson Financial Group Inc.	13,927	$639K	0.0%	+53,465.4%	0.003%
5/7/2026	Florida Financial Advisors LLC	50,533	$2.32M	0.6%	+10.2%	0.010%
5/7/2026	Swan Global Investments LLC	123,494	$5.67M	0.2%	-22.6%	0.024%
5/7/2026	AlTi Global Inc.	4,462	$205K	0.0%	N/A	0.001%
5/7/2026	Basepoint Wealth LLC	123,420	$5.66M	3.2%	N/A	0.024%
5/7/2026	Hamel Associates Inc.	87,785	$4.03M	1.1%	+0.8%	0.017%
5/7/2026	Balefire LLC	10,132	$465K	0.1%	-17.4%	0.002%
5/7/2026	Parallel Advisors LLC	38,818	$1.78M	0.0%	+8.0%	0.008%
5/7/2026	Greenwood Gearhart LLC	436,177	$20.02M	1.1%	+4.6%	0.085%
5/7/2026	Financial Discovery Group Inc.	65,518	$3.01M	7.0%	N/A	0.013%
5/7/2026	Hanseatic Management Services Inc.	50,810	$2.33M	2.2%	N/A	0.010%
5/7/2026	Spartan Wealth Advisory Services LLC	7,525	$345K	0.0%	N/A	0.001%
5/7/2026	Tandem Wealth Advisors LLC	16,446	$755K	0.3%	+2.1%	0.003%
5/7/2026	Crescent Grove Advisors LLC	5,235	$240K	0.0%	-7.4%	0.001%
5/6/2026	German American Bancorp Inc.	473,533	$21.73M	1.9%	+6.5%	0.092%
5/6/2026	Audent Global Asset Management LLC	22,600	$1.04M	1.1%	-54.5%	0.004%
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5/6/2026	Quadrant Private Wealth Management LLC	9,394	$431K	0.1%	+8.5%	0.002%
5/6/2026	Bartlett & CO. Wealth Management LLC	6,001	$278K	0.0%	+8.5%	0.001%
5/6/2026	Ranch Capital Advisors Inc.	80,252	$3.68M	1.3%	+1.6%	0.016%
5/6/2026	Centennial Bank AR	26,005	$1.19M	0.4%	+4.9%	0.005%
5/6/2026	Simon Quick Advisors LLC	18,207	$836K	0.0%	+78.9%	0.004%
5/6/2026	John G Ullman & Associates Inc.	18,114	$831K	0.1%	-13.4%	0.004%
5/6/2026	Modera Wealth Management LLC	54,385	$2.50M	0.0%	-3.3%	0.011%
5/6/2026	Townsend Asset Management Corp NC ADV	3,938	$181K	0.1%	+78.3%	0.001%
5/6/2026	Assetmark Inc.	389,356	$17.87M	0.0%	-12.5%	0.076%
5/6/2026	NovaPoint Capital LLC	14,107	$647K	0.2%	+33.9%	0.003%

XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,729 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($1.29B), Morgan Stanley ($926.13M), JPMorgan Chase & Co. ($738.65M), LPL Financial LLC ($647.96M), Goldman Sachs Group Inc. ($587.55M), Wells Fargo & Company MN ($543.53M), and Migdal Insurance & Financial Holdings Ltd. ($386.46M).Learn more on Utilities Select Sector SPDR Fund's 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.

Of the 1,650 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 ($11.88M), Migdal Insurance & Financial Holdings Ltd. ($11.58M), Morgan Stanley ($10.43M), LPL Financial LLC ($10.00M), JPMorgan Chase & Co. ($7.15M), Wells Fargo & Company MN ($7.11M), and Raymond James Financial Inc. ($6.85M).

Institutional investors have bought a total of 151,827,050 shares in the last 24 months. This purchase volume represents approximately $6.49B in transactions.

Of the 556 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: Proficio Capital Partners LLC ($8.73M), Harel Insurance Investments & Financial Services Ltd. ($6.13M), Bessemer Group Inc. ($5.03M), Demars Financial Group LLC ($4.20M), Laurel Wealth Advisors LLC ($2.30M), Healthcare of Ontario Pension Plan Trust Fund ($1.14M), and Migdal Insurance & Financial Holdings Ltd. ($724.53K).

Institutional investors have sold a total of 38,221,576 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.

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This page (NYSEARCA:XLU) was last updated on 6/9/2026 by MarketBeat.com Staff.

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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

XLU Institutional Ownership - Frequently Asked Questions

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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

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

XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

XLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLU shares?

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

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

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

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

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

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