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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$81.06 +0.96 (+1.20%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$81.25 +0.19 (+0.23%)
As of 05/23/2025 07:59 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)

Number of
Institutional Buyers
(last 12 months)
1007
Total
Institutional Inflows
(last 12 months)
$5.98B
Number of
Institutional Sellers
(last 12 months)
650
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
5/21/2025 Reliant Investment Partners LLC5,467$431K0.4%-5.6%0.002%
5/21/2025 McAdam LLC8,970$707K0.0%+8.5%0.004%
5/21/2025 Geneos Wealth Management Inc.21,729$1.71M0.1%-2.8%0.009%
5/21/2025 Schmidt P J Investment Management Inc.2,768$218K0.0%N/A0.001%
5/20/2025 Acorns Advisers LLC2,785$220K0.0%N/A0.001%
5/20/2025 Fortis Capital Advisors LLC3,139$248K0.1%N/A0.001%
5/20/2025 Belpointe Asset Management LLC25,503$2.01M0.1%+98.5%0.011%
5/20/2025 Focus Partners Wealth187,989$14.82M0.0%+12.6%0.081%
5/20/2025 Integrity Alliance LLC.167,025$13.17M0.5%+337.9%0.072%
5/20/2025 Aspen Investment Management Inc27,192$2.14M1.0%+17.9%0.012%
5/19/2025 Advisory Alpha LLC220,680$17.40M0.6%+5.9%0.095%
5/19/2025 Game 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%
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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%
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%
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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%
(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, 1,498 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 1,316 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 126,358,244 shares in the last 24 months. This purchase volume represents approximately $9.06B in transactions.

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

Of the 877 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 75,840,422 shares in the last 24 months. This volume of shares sold represents approximately $5.41B in transactions.


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This page (NYSEARCA:XLU) was last updated on 5/24/2025 by MarketBeat.com Staff
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