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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$90.18 +0.41 (+0.46%)
Closing price 04:10 PM Eastern
Extended Trading
$90.24 +0.06 (+0.07%)
As of 06:24 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)
1082
Total
Institutional Inflows
(last 12 months)
$6.67B
Number of
Institutional Sellers
(last 12 months)
708
Total
Institutional Outflows
(last 12 months)
$4.31B
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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
10/7/2025Mirador Capital Partners LP11,087$967K0.1%-2.8%0.005%
10/7/2025Graves Light Lenhart Wealth Inc.2,439$213K0.0%N/A0.001%
10/6/2025Fragasso Financial Advisors Inc34,356$3.06M0.2%+3.2%0.014%
10/6/2025City Center Advisors LLC21,904$1.91M1.9%-38.4%0.009%
10/6/2025Heartwood Wealth Advisors LLC558$49K0.0%N/A0.000%
10/6/2025Boltwood Capital Management10,531$918K0.2%+1.1%0.004%
10/6/2025Clarus Wealth Advisors20,769$1.85M0.8%-0.8%0.009%
10/6/2025Venture Visionary Partners LLC20,217$1.76M0.1%-3.6%0.008%
10/3/2025 HCR Wealth Advisors51,013$4.48M0.5%-2.1%0.021%
10/2/2025 AHL Investment Management Inc.7,497$654K0.4%-4.5%0.003%
10/1/2025 Vigilare Wealth Management8,792$767K0.3%+14.8%0.004%
10/1/2025 Farmers Trust Co.9,650$842K0.1%-5.9%0.004%
9/30/2025Cullen Capital Management LLC10,748$878K0.0%N/A0.004%
9/26/2025Corient Private Wealth LLC148,462$12.12M0.0%+8.8%0.060%
9/25/2025CacheTech Inc.38,609$3.15M0.6%+2.3%0.016%
9/25/2025Adams Wealth Management38,609$3.15M0.6%+2.3%0.016%
9/22/2025Caldwell Trust Co3,250$265K0.0%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC3,407$288K0.0%-10.4%0.001%
9/9/2025NWF Advisory Services Inc.3,153$257K0.0%+7.0%0.001%
9/3/2025American Trust2,532$207K0.0%N/A0.001%
8/29/2025Evolution Wealth Management Inc.409$33K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.92,687$7.57M0.4%+10.4%0.038%
8/27/2025Orion Porfolio Solutions LLC134,509$10.98M0.1%+1.2%0.055%
8/26/2025Thrivent Financial for Lutherans163,793$13.38M0.0%-44.5%0.066%
8/25/2025Silverlake Wealth Management LLC11,111$907K0.3%+1.7%0.005%
8/25/2025Fulcrum Equity Management15,544$1.27M1.3%+312.4%0.006%
8/22/2025TT Capital Management LLC28,122$2.24M0.7%N/A0.011%
8/22/2025Cim Investment Management Inc.35,807$2.92M0.6%-0.4%0.015%
8/19/2025B. Riley Wealth Advisors Inc.50,492$4.12M0.2%N/A0.020%
8/19/2025Newbridge Financial Services Group Inc.7,377$602K0.1%+222.4%0.003%
8/19/2025Advisory Services Network LLC85,926$7.36M0.1%+20.4%0.035%
8/19/2025Delos Wealth Advisors LLC628$51K0.0%N/A0.000%
8/18/2025Tyler Stone Wealth Management35,412$2.89M0.5%+10.0%0.014%
8/18/2025Geneos Wealth Management Inc.42,101$3.44M0.1%+93.8%0.017%
8/18/2025V2 Financial group LLC6,819$557K0.3%+3.0%0.003%
8/18/2025Westwood Holdings Group Inc.163,786$13.38M0.1%-1.7%0.066%
8/16/2025Headlands Technologies LLC1,097$90K0.0%N/A0.000%
8/15/2025High Falls Advisors Inc4,754$388K0.1%+2.5%0.002%
8/15/2025Tower Research Capital LLC TRC 73,698$6.02M0.2%+584.0%0.030%
8/15/2025Global View Capital Management LLC8,574$700K0.2%-8.4%0.003%
8/15/2025Asset Allocation Strategies LLC27,175$2.22M0.4%-8.1%0.011%
8/15/2025Corient Private Wealth LLC293,936$24.00M0.0%+115.5%0.119%
8/15/2025Equitable Holdings Inc.235,674$19.25M0.2%+14.3%0.096%
8/15/2025Florida Financial Advisors LLC18,465$1.51M0.5%+86.5%0.007%
8/15/2025Captrust Financial Advisors255,911$20.90M0.0%+16.4%0.104%
8/15/2025Blue Chip Partners LLC3,062$250K0.0%-14.9%0.001%
8/15/2025Keel Point LLC10,892$889K0.1%+5.8%0.004%
8/15/2025Prevail Innovative Wealth Advisors LLC6,573$537K0.1%N/A0.003%
8/15/2025Zuckerman Investment Group LLC25,549$2.09M0.2%+14.6%0.010%
8/15/2025Manhattan West Asset Management LLC113,060$9.23M2.1%+406.9%0.046%
8/15/2025Cooksen Wealth LLC8,604$703K0.6%+19.9%0.003%
8/15/2025WFA of San Diego LLC3,183$260K0.2%N/A0.001%
8/15/2025Visionary Wealth Advisors7,044$575K0.0%+33.5%0.003%
8/15/2025Two Sigma Securities LLC11,590$946K0.1%-52.2%0.005%
8/15/2025Tidal Investments LLC12,242$1M0.0%-66.4%0.005%
8/15/2025Smartleaf Asset Management LLC695$57K0.0%+137.2%0.000%
8/15/2025Snowden Capital Advisors LLC72,394$5.91M0.2%-5.4%0.029%
8/15/2025Redwood Financial Network Corp6,390$522K0.4%+15.7%0.003%
8/15/2025Orion Porfolio Solutions LLC531,164$43.38M0.3%+299.6%0.215%
8/15/2025Peconic Partners LLC1,000,000$81.66M2.6%N/A0.405%
8/15/2025MML Investors Services LLC245,496$20.05M0.1%-9.0%0.100%
8/15/2025Modern Wealth Management LLC105,340$8.60M0.2%+20.2%0.043%
8/15/2025LM Advisors LLC28,244$2.31M0.3%-1.7%0.011%
8/15/2025Hilton Capital Management LLC306,614$25.04M2.0%-0.6%0.124%
8/15/2025III Capital Management4,000$327K0.1%N/A0.002%
8/15/2025Freedom Financial Partners LLC17,439$1.42M0.6%-1.7%0.007%
8/15/2025Great Valley Advisor Group Inc.23,955$1.96M0.0%-5.2%0.010%
8/15/2025EP Wealth Advisors LLC87,064$7.11M0.0%+80.4%0.035%
8/15/2025BBR Partners LLC12,421$1.01M0.1%N/A0.005%
8/15/2025Benjamin Edwards Inc.75,240$6.14M0.1%+6.0%0.030%
8/15/2025Boothbay Fund Management LLC3,000$245K0.0%N/A0.001%
8/15/2025BlueCrest Capital Management Ltd77,621$6.34M0.2%+40.4%0.031%
8/15/2025Brevan Howard Capital Management LP156,625$12.69M0.1%N/A0.063%
8/15/2025AQR Capital Management LLC54,491$4.45M0.0%+5.4%0.022%
8/15/2025Ameriprise Financial Inc.2,719,137$221.93M0.1%-5.1%1.102%
8/14/2025Connecticut Wealth Management LLC14,374$1.17M0.1%+289.9%0.006%
8/14/2025Strategic Wealth Investment Group LLC5,588$456K0.7%+12.5%0.002%
8/14/2025Paloma Partners Management Co11,205$915K0.1%+6.6%0.005%
8/14/2025Ausdal Financial Partners Inc.36,479$2.98M0.2%-13.2%0.015%
8/14/2025Raymond James Financial Inc.1,745,268$142.52M0.0%+20.3%0.707%
8/14/2025Transamerica Financial Advisors LLC20,846$1.70M0.2%+1,042,200.0%0.008%
8/14/2025Raine Capital LLC3,200$261K0.1%N/A0.001%
8/14/2025Quantinno Capital Management LP40,361$3.30M0.0%+113.5%0.016%
8/14/2025Diversify Wealth Management LLC2,870$248K0.0%N/A0.001%
8/14/2025Diversify Advisory Services LLC12,432$1.07M0.0%+258.0%0.005%
8/14/2025Alliancebernstein L.P.210,196$17.17M0.0%+94.8%0.085%
8/14/2025Peapack Gladstone Financial Corp115,153$9.40M0.1%+2.4%0.047%
8/14/2025Vivaldi Capital Management LP7,651$625K0.1%-2.5%0.003%
8/14/2025Main Street Financial Solutions LLC5,754$470K0.0%+63.5%0.002%
8/14/2025FWL Investment Management LLC5,794$473K0.1%+4.4%0.002%
8/14/2025German American Bancorp Inc.156,424$12.77M1.2%-0.4%0.063%
8/14/2025Investment House LLC10,900$890K0.0%+1.9%0.004%
8/14/2025NewEdge Advisors LLC130,622$10.67M0.1%+19.1%0.053%
8/14/2025Menora Mivtachim Holdings LTD.3,188,194$260.35M1.5%+15.4%1.292%
8/14/2025Stamos Capital Partners L.P.25,575$2.09M0.4%+45.3%0.010%
8/14/2025Qube Research & Technologies Ltd526,757$43.02M0.0%-25.0%0.214%
8/14/2025Gerber Kawasaki Wealth & Investment Management15,405$1.26M0.0%+12.0%0.006%
8/14/2025SVB Wealth LLC4,441$363K0.0%-56.5%0.002%
8/14/2025Transce3nd LLC5,674$469K0.2%+333.8%0.002%
8/14/2025Natixis900,000$73.49M0.3%-0.7%0.365%
(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, 1,532 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($742.05M), Morgan Stanley ($660.37M), Goldman Sachs Group Inc. ($587.55M), LPL Financial LLC ($460.60M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), Menora Mivtachim Holdings LTD. ($260.35M), and Caisse DE Depot ET Placement DU Quebec ($258M).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 1,371 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 ($12.48M), JPMorgan Chase & Co. ($7.15M), Migdal Insurance & Financial Holdings Ltd. ($6.98M), Simplex Trading LLC ($4.40M), Demars Financial Group LLC ($4.20M), Caisse DE Depot ET Placement DU Quebec ($3.50M), and Harel Insurance Investments & Financial Services Ltd. ($3.43M).

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

Institutional investors have bought a total of 84,279,419 shares in the last 24 months. This purchase volume represents approximately $6.67B in transactions.

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

Of the 707 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 ($11.85M), Demars Financial Group LLC ($4.20M), JPMorgan Chase & Co. ($3.97M), Bessemer Group Inc. ($2.97M), Envestnet Asset Management Inc. ($2.84M), Migdal Insurance & Financial Holdings Ltd. ($1.81M), and Harel Insurance Investments & Financial Services Ltd. ($1.72M).

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

Institutional investors have sold a total of 55,463,015 shares in the last 24 months. This volume of shares sold represents approximately $4.31B in transactions.


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This page (NYSEARCA:XLU) was last updated on 10/7/2025 by MarketBeat.com Staff
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