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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$86.18 -0.37 (-0.43%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$86.30 +0.11 (+0.13%)
As of 08/8/2025 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1047
Total
Institutional Inflows
(last 12 months)
$5.85B
Number of
Institutional Sellers
(last 12 months)
680
Total
Institutional Outflows
(last 12 months)
$4.48B
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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
8/8/2025Rockefeller Capital Management L.P.120,665$9.85M0.0%+13.2%0.050%
8/8/2025Kingsview Wealth Management LLC28,511$2.33M0.0%+6.2%0.012%
8/8/2025Adapt Wealth Advisors LLC12,408$1.01M0.5%-11.2%0.005%
8/8/2025Citizens Financial Group Inc. RI21,094$1.72M0.0%+11.5%0.009%
8/8/2025Cercano Management LLC244,801$19.99M0.6%-28.5%0.101%
8/8/2025Collaborative Wealth Managment Inc.28,051$2.29M1.0%-13.7%0.012%
8/8/2025Avantax Advisory Services Inc.243,244$19.86M0.1%+37.1%0.100%
8/8/2025Westwood Holdings Group Inc.163,786$13.38M0.1%-1.7%0.068%
8/8/2025Glaxis Capital Management LLC3,000$245K0.3%N/A0.001%
8/8/2025Cetera Investment Advisers976,564$79.75M0.1%+14.2%0.403%
8/8/2025Creative Planning100,719$8.23M0.0%+4.2%0.042%
8/8/2025SG Americas Securities LLC170,205$13.90M0.1%-25.5%0.070%
8/8/2025Meridian Wealth Management LLC13,846$1.13M0.0%+8.3%0.006%
8/8/2025Empower Advisory Group LLC3,263$266K0.0%-33.5%0.001%
8/8/2025Foundations Investment Advisors LLC45,084$3.68M0.1%-10.1%0.019%
8/8/2025Oak Harvest Investment Services37,576$3.07M0.4%-39.2%0.016%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.47,970$3.89M0.0%-91.9%0.020%
8/8/2025Evolution Wealth Advisors LLC83,548$6.82M1.0%+2.7%0.034%
8/8/2025Intrua Financial LLC10,392$849K0.1%-87.6%0.004%
8/8/2025Investment Partners LTD.39,091$3.19M1.2%+0.7%0.016%
8/8/2025Avalon Trust Co1,500$122K0.0%+200.0%0.001%
8/8/2025Good Life Advisors LLC25,142$2.05M0.1%+17.2%0.010%
8/8/2025MV Capital Management Inc.32,991$2.69M0.3%-2.5%0.014%
8/8/2025Hudock Inc.23,071$1.88M0.3%-9.9%0.010%
8/8/2025Bailard Inc.6,684$546K0.0%N/A0.003%
8/8/2025Maple Capital Management Inc.6,500$531K0.0%-14.2%0.003%
8/8/2025PNC Financial Services Group Inc.340,015$27.77M0.0%+4.5%0.138%
8/8/2025United Asset Strategies Inc.9,728$794K0.1%-5.9%0.004%
8/8/2025SBI Securities Co. Ltd.4,757$388K0.0%-4.0%0.002%
8/8/2025Wealth Quarterback LLC34,562$2.82M1.3%+43.0%0.014%
8/8/2025Advyzon Investment Management LLC18,890$1.54M0.3%+233.0%0.008%
8/7/2025 Verus Capital Partners LLC7,918$647K0.1%+12.8%0.003%
8/7/2025 Avalon Capital Management94,174$7.69M2.1%-1.4%0.038%
8/7/2025 PCG Asset Management LLC11,452$935K0.8%-1.8%0.005%
8/7/2025 CENTRAL TRUST Co53,732$4.39M0.1%+12.0%0.022%
8/7/2025 Midland Wealth Advisors LLC2,964$242K0.0%-36.0%0.001%
8/7/2025 Ibex Wealth Advisors8,741$714K0.1%N/A0.004%
8/7/2025 Alpha Cubed Investments LLC15,409$1.26M0.0%-43.1%0.006%
8/7/2025 Valence8 US LP52,772$4.31M1.8%+0.5%0.021%
8/7/2025 Allworth Financial LP71,990$5.88M0.0%+7.8%0.029%
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8/7/2025 Summit X LLC4,186$342K0.1%N/A0.002%
8/7/2025 PFG Advisors147,172$12.02M0.4%+2.6%0.060%
8/7/2025 Winthrop Capital Management LLC32,934$2.69M0.7%+8.8%0.013%
8/7/2025 Midwest Trust Co15,256$1.25M0.0%N/A0.006%
8/7/2025 1ST Source Bank18,775$1.53M0.1%-7.8%0.008%
8/7/2025 Sound View Wealth Advisors Group LLC72,168$5.89M0.4%+6.1%0.029%
8/7/2025 Rathbones Group PLC3,213$262K0.0%N/A0.001%
8/7/2025 Cypress Capital Management LLC WY 1,599$131K0.1%-12.3%0.001%
8/6/2025 Prospera Financial Services Inc56,266$4.60M0.1%-17.8%0.023%
8/6/2025 AGF Management Ltd.304,260$24.85M0.1%+123.8%0.123%
8/6/2025 AE Wealth Management LLC24,220$1.98M0.0%-14.4%0.010%
8/6/2025 Penserra Capital Management LLC45,205$3.69M0.1%-7.7%0.018%
8/6/2025 Quadrant Private Wealth Management LLC4,309$352K0.1%N/A0.002%
8/6/2025 KCM Investment Advisors LLC130,192$10.63M0.4%+2.4%0.053%
8/6/2025 Rialto Wealth Management LLC2,585$211K0.1%-23.2%0.001%
8/6/2025 Wedbush Securities Inc.73,491$6.00M0.2%+12.4%0.030%
8/6/2025 Vestmark Advisory Solutions Inc.98,240$8.02M0.1%N/A0.040%
8/6/2025 Bryn Mawr Trust Advisors LLC4,751$388K0.0%+6.1%0.002%
8/6/2025 Modera Wealth Management LLC28,770$2.35M0.0%-0.5%0.012%
8/6/2025 Soltis Investment Advisors LLC4,488$367K0.0%-11.5%0.002%
8/6/2025 Mascagni Wealth Management Inc.5,093$416K0.4%N/A0.002%
8/6/2025 Flagship Private Wealth LLC5,275$431K0.2%N/A0.002%
8/6/2025 Commonwealth Equity Services LLC823,232$67.23M0.1%+2.3%0.334%
8/6/2025 SouthState Corp1,000$82K0.0%-27.8%0.000%
8/6/2025 Ethos Financial Group LLC202,537$16.54M1.4%-0.1%0.082%
8/6/2025 Stone House Investment Management LLC963$79K0.0%-66.0%0.000%
8/6/2025 Atlantic Union Bankshares Corp75,511$6.17M0.1%N/A0.031%
8/6/2025 First Horizon Advisors Inc.13,072$1.07M0.0%+5.3%0.005%
8/6/2025 New Millennium Group LLC64,241$5.25M2.9%+16,895.0%0.026%
8/6/2025 Csenge Advisory Group59,308$4.86M0.3%-4.6%0.024%
8/6/2025 SNS Financial Group LLC8,730$713K0.1%+3.7%0.004%
8/6/2025 Stonebridge Financial Planning Group LLC4,041$330K0.1%+3.1%0.002%
8/6/2025 Moors & Cabot Inc.31,609$2.58M0.1%+61.3%0.013%
8/6/2025 Simmons Bank33,794$2.76M0.2%+0.4%0.014%
8/5/2025 Fourth Dimension Wealth LLC13,699$1.12M0.5%+5.3%0.006%
8/5/2025 GPS Wealth Strategies Group LLC3,271$267K0.0%+4.2%0.001%
8/5/2025 Claro Advisors LLC7,507$613K0.1%+11.1%0.003%
8/5/2025 ADG Wealth Management Group LLC40,506$3.31M2.8%N/A0.016%
8/5/2025 Simplex Trading LLC831$67K0.0%-97.9%0.000%
8/5/2025 RiverGlades Family Offices LLC3,460$283K0.2%+4.2%0.001%
8/5/2025 Prosperity Consulting Group LLC43,369$3.54M0.3%+6.1%0.018%
8/5/2025 Huntington National Bank31,776$2.60M0.0%-0.4%0.013%
8/5/2025 Key Financial Inc2,237$183K0.0%-11.9%0.001%
8/5/2025 Freestone Capital Holdings LLC37,336$3.05M0.1%-42.0%0.015%
8/5/2025 Verity Asset Management Inc.4,220$345K0.2%N/A0.002%
8/5/2025 Westside Investment Management Inc.3,643$298K0.1%+186.9%0.001%
8/5/2025 Telos Capital Management Inc.13,330$1.09M0.1%+4.1%0.005%
8/5/2025 EPG Wealth Management LLC536$44K0.0%-49.8%0.000%
8/5/2025 Sigma Planning Corp79,647$6.50M0.2%-2.4%0.032%
8/5/2025 Mountain Hill Investment Partners Corp.67,587$5.52M4.6%-0.7%0.027%
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8/5/2025 Provident Co of the Employees of the Hebrew University LTD64,453$5.27M5.2%+52.2%0.026%
8/5/2025 Mission Wealth Management LP2,472$202K0.0%N/A0.001%
8/5/2025 TIAA Trust National Association494,641$40.39M0.1%+3,052.6%0.200%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,259$511K0.0%+43.1%0.003%
8/5/2025 Elm Partners Management LLC3,273$267K0.0%N/A0.001%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.2,326,429$189.98M2.2%-0.2%0.961%
8/5/2025 Strategic Financial Concepts LLC7,747$633K0.1%+7.7%0.003%
8/5/2025 Hills Bank & Trust Co9,811$801K0.1%-8.0%0.004%
8/5/2025 Lifeworks Advisors LLC2,789$228K0.0%+5.8%0.001%
8/4/2025 4WEALTH Advisors Inc.5,300$433K0.4%+4.3%0.002%
(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, 1,515 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), LPL Financial LLC ($460.60M), JPMorgan Chase & Co. ($352.96M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), Caisse DE Depot ET Placement DU Quebec ($258M), and Bessemer Group Inc. ($251.94M).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 1,355 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. ($3.43M), 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 74,478,301 shares in the last 24 months. This purchase volume represents approximately $5.85B in transactions.

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

Of the 676 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), D. E. Shaw & Co. Inc. ($2.40M), and Migdal Insurance & Financial Holdings Ltd. ($1.81M).

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

Institutional investors have sold a total of 58,299,318 shares in the last 24 months. This volume of shares sold represents approximately $4.48B in transactions.


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This page (NYSEARCA:XLU) was last updated on 8/9/2025 by MarketBeat.com Staff
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