Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad)tc pixel Free XLU Stock Alerts

Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$91.57 -0.32 (-0.35%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$91.64 +0.07 (+0.07%)
As of 10/17/2025 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.
Compare

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)
1075
Total
Institutional Inflows
(last 12 months)
$6.55B
Number of
Institutional Sellers
(last 12 months)
715
Total
Institutional Outflows
(last 12 months)
$4.30B
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
10/17/2025Chemung Canal Trust Co.21,681$1.89M0.4%-5.5%0.009%
10/17/2025HM Payson & Co.2,162$189K0.0%+66.8%0.001%
10/17/2025Lakeshore Capital Group Inc.33,101$2.89M2.3%+753.3%0.014%
10/17/2025Goldstone Financial Group LLC3,615$315K0.0%N/A0.001%
10/17/2025Encompass More Asset Management45,777$3.99M0.8%+112.8%0.019%
10/17/2025Dumont & Blake Investment Advisors LLC9,500$828K0.2%-1.6%0.004%
10/17/2025Chesapeake Asset Management LLC2,585$225K0.2%-4.6%0.001%
10/17/2025Institute for Wealth Management LLC.7,034$613K0.1%+22.4%0.003%
10/17/2025KW Wealth Management LLC9,844$859K1.5%N/A0.004%
10/17/2025AFG Fiduciary Services Limited Partnership11,839$1.04M0.2%-14.5%0.005%
10/17/2025Melone Private Wealth LLC4,584$400K0.2%N/A0.002%
10/17/2025Perigon Wealth Management LLC108,797$9.49M0.2%+99.9%0.045%
10/17/2025Peddock Capital Advisors LLC24,261$2.12M0.5%+22.3%0.010%
10/17/2025Sowell Financial Services LLC14,996$1.31M0.1%+3.1%0.006%
10/17/2025Ehrlich Financial Group3,686$321K0.2%+50.3%0.002%
10/17/2025MKT Advisors LLC2,899$255K0.1%-13.3%0.001%
10/17/2025NovaPoint Capital LLC5,266$459K0.1%N/A0.002%
10/17/2025Apollon Wealth Management LLC30,560$2.67M0.0%+11.3%0.013%
10/17/2025Apollon Financial LLC6,269$547K0.1%+2.2%0.003%
10/16/2025 Mezzasalma Advisors LLC11,574$1.01M0.3%N/A0.005%
10/16/2025 Greenwood Capital Associates LLC37,841$3.30M0.4%-1.2%0.016%
10/16/2025 Bill Few Associates Inc.2,397$209K0.1%N/A0.001%
10/16/2025 Carnegie Investment Counsel19,992$1.74M0.0%+23.7%0.008%
10/16/2025 AMI Investment Management Inc.33,742$2.94M0.7%N/A0.014%
10/16/2025 Fulton Breakefield Broenniman LLC2,337$204K0.0%N/A0.001%
10/16/2025 Howard Capital Management Group LLC3,770$329K0.0%-21.2%0.002%
10/16/2025 Capital Advisors Ltd. LLC15,086$1.32M0.1%+5.8%0.006%
10/16/2025 HBW Advisory Services LLC11,943$1.04M0.1%+10.2%0.005%
10/16/2025 CMG Global Holdings LLC9,675$899K0.4%+1.2%0.004%
10/16/2025 Orange Investment Advisors Inc.22,013$1.92M0.2%+4.2%0.009%
10/16/2025 CRA Financial Services LLC11,758$1.03M0.1%-2.7%0.005%
10/16/2025 HBK Sorce Advisory LLC25,624$2.38M0.1%+4.6%0.011%
10/16/2025 Sharper & Granite LLC20,835$1.82M0.7%-6.9%0.009%
10/16/2025 V2 Financial group LLC7,040$614K0.3%+3.2%0.003%
10/16/2025 VCI Wealth Management LLC6,155$537K0.2%-9.9%0.003%
10/16/2025 Donald L. Hagan LLC4,479$391K0.2%N/A0.002%
10/15/2025 TrueWealth Advisors LLC7,272$634K0.2%+3.9%0.003%
10/15/2025 CWM LLC273,034$23.81M0.1%+16.9%0.112%
10/15/2025 Whitener Capital Management Inc.2,572$224K0.1%N/A0.001%
10/15/2025 Cadent Capital Advisors LLC56,568$4.93M1.3%+3.4%0.023%
10/15/2025 Iams Wealth Management LLC3,838$335K0.1%+8.9%0.002%
10/15/2025 Bar Harbor Wealth Management94,091$8.21M0.5%+5.8%0.039%
10/15/2025 World Investment Advisors13,617$1.19M0.0%-13.3%0.006%
10/15/2025 Mascagni Wealth Management Inc.4,942$431K0.3%-3.0%0.002%
10/15/2025 Brookstone Capital Management25,210$2.20M0.0%-5.1%0.010%
10/15/2025 ARS Investment Partners LLC6,580$574K0.0%+16.5%0.003%
10/15/2025 Triangle Securities Wealth Management11,897$1.04M0.2%+16.5%0.005%
10/15/2025 Private Trust Co. NA25,569$2.23M0.2%+4.3%0.011%
10/15/2025 Founders Financial Securities LLC25,333$2.21M0.2%+30.8%0.010%
10/15/2025 Successful Portfolios LLC3,924$342K0.2%-5.6%0.002%
10/15/2025 Ayalon Insurance Comp Ltd.70,008$6.11M1.5%+30.4%0.029%
10/15/2025 DAVENPORT & Co LLC109,681$9.57M0.1%+102.5%0.045%
10/15/2025 Matthew Goff Investment Advisor LLC8,767$765K0.1%+5.1%0.004%
10/15/2025 Summit Financial Consulting LLC9,730$849K0.7%+53.9%0.004%
10/14/2025 GLOBALT Investments LLC GA421,756$36.78M1.3%-1.1%0.175%
10/14/2025 Highline Wealth Partners LLC4,412$385K0.1%+39.5%0.002%
10/14/2025 Monument Capital Management54,774$4.78M1.2%-6.4%0.023%
10/14/2025 White Pine Investment CO6,270$547K0.1%+8.1%0.003%
10/14/2025 OLD National Bancorp IN29,090$2.54M0.0%-6.1%0.012%
10/14/2025 ADG Wealth Management Group LLC43,507$3.79M3.0%+7.4%0.018%
10/14/2025 Farther Finance Advisors LLC21,846$1.91M0.0%+26.3%0.009%
10/14/2025 Cranbrook Wealth Management LLC23,191$2.02M0.4%-47.3%0.010%
10/14/2025 Security Financial Services INC.4,454$388K0.1%N/A0.002%
10/14/2025 Berger Financial Group Inc54,284$4.73M0.3%+3.2%0.022%
10/14/2025 HBK Sorce Advisory LLC25,703$2.33M0.1%+4.9%0.011%
10/14/2025 Exchange Traded Concepts LLC72,898$6.36M0.1%-16.2%0.030%
10/14/2025 Berkshire Money Management Inc.282,184$24.61M2.5%+2.3%0.117%
10/14/2025 J2 Capital Management Inc6,027$526K0.4%-19.8%0.002%
10/14/2025 Brighton Jones LLC5,525$482K0.0%+20.9%0.002%
10/14/2025 Evanson Asset Management LLC6,887$601K0.0%+142.2%0.003%
10/14/2025 JBR Co Financial Management Inc15,076$1.32M0.6%-13.8%0.006%
10/14/2025 CPR Investments Inc.2,337$204K0.1%-9.7%0.001%
10/14/2025 Capital Insight Partners LLC68,421$5.97M1.0%+2.0%0.028%
10/10/2025 ABLE Financial Group LLC5,220$455K0.1%+2.7%0.002%
10/10/2025 Diversified Enterprises LLC15,417$1.34M0.1%-3.0%0.006%
10/10/2025 Fifth Third Securities Inc.159,463$13.91M0.9%-1.5%0.066%
10/10/2025 USA Financial Formulas3,279$286K0.1%-33.4%0.001%
10/10/2025 Spinnaker Investment Group LLC13,132$1.15M0.2%+35.0%0.005%
10/10/2025 Fluent Financial LLC28,090$2.45M1.0%-16.9%0.012%
10/10/2025 CWC Advisors LLC.12,863$1.12M0.5%+3.3%0.005%
10/10/2025 Sound Income Strategies LLC4,007$363K0.0%-13.4%0.002%
10/10/2025 Thomasville National Bank5,864$511K0.0%+4.9%0.002%
10/10/2025 Myecfo LLC5,140$448K0.2%-16.3%0.002%
10/10/2025 Orrstown Financial Services Inc.14,010$1.22M0.2%+7.7%0.006%
10/10/2025 Flputnam Investment Management Co.2,570$224K0.0%-35.9%0.001%
10/10/2025 Clarity Financial LLC156,879$13.68M1.4%-8.4%0.065%
10/10/2025 Cyndeo Wealth Partners LLC2,344$204K0.0%N/A0.001%
10/10/2025 Matauro LLC162,915$14.21M2.3%+41.8%0.067%
10/10/2025 Fairvoy Private Wealth LLC21,237$1.85M0.4%-19.6%0.009%
10/10/2025 Focus Financial Network Inc.37,498$3.27M0.1%+1.9%0.015%
10/10/2025 Signal Advisors Wealth LLC6,395$558K0.1%-93.2%0.003%
10/9/2025 Independence Bank of Kentucky2,693$235K0.0%+7.2%0.001%
10/9/2025 Secure Asset Management LLC23,371$2.06M0.3%N/A0.010%
10/9/2025 AdvisorNet Financial Inc6,845$597K0.0%-11.8%0.003%
10/9/2025 Centurion Wealth Management LLC66,550$5.80M1.3%+11.8%0.027%
10/9/2025 Toth Financial Advisory Corp83,166$7.25M0.8%+12.8%0.034%
10/9/2025 Kessler Investment Group LLC8,456$737K0.3%+20,033.3%0.003%
10/9/2025 Perkins Coie Trust Co77,612$6.77M1.3%+7.0%0.032%
10/9/2025 U.S. Capital Wealth Advisors LLC116,097$10.13M0.3%+4.7%0.048%
10/9/2025 Redhawk Wealth Advisors Inc.3,757$328K0.0%+28.9%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, 1,535 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 1,375 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 ($12.37M), 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 82,659,434 shares in the last 24 months. This purchase volume represents approximately $6.55B in transactions.

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

Of the 711 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 55,389,521 shares in the last 24 months. This volume of shares sold represents approximately $4.30B in transactions.


Related Companies

This page (NYSEARCA:XLU) was last updated on 10/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel