Free Trial

Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$83.75 +1.38 (+1.68%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$83.78 +0.03 (+0.04%)
As of 07/18/2025 07:58 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.

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)
1023
Total
Institutional Inflows
(last 12 months)
$5.98B
Number of
Institutional Sellers
(last 12 months)
663
Total
Institutional Outflows
(last 12 months)
$3.83B
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.

Skip Chart & View Institutional Buying and Selling Data

XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025CHURCHILL MANAGEMENT Corp976,447$79.74M0.9%+0.0%0.403%
7/18/2025Clarity Financial LLC171,308$13.99M1.5%+6.5%0.071%
7/18/2025TruNorth Capital Management LLC400$33K0.0%-38.2%0.000%
7/18/2025USA Financial Formulas4,920$402K0.1%+5.5%0.002%
7/18/2025Vigilare Wealth Management7,656$625K0.2%-10.4%0.003%
7/18/2025Trilogy Capital Inc.117,024$9.56M0.5%+116.8%0.048%
7/18/2025Bartlett & CO. Wealth Management LLC2,765$226K0.0%+6.8%0.001%
7/18/2025PFG Investments LLC42,589$3.48M0.2%+8.5%0.018%
7/18/2025Consolidated Portfolio Review Corp4,606$376K0.1%+17.8%0.002%
7/18/2025Midwest Financial Group LLC25,822$2.11M1.1%+1.9%0.011%
7/18/2025Institute for Wealth Management LLC.5,746$469K0.1%+77.4%0.002%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.23,000$1.88M1.0%+15.0%0.009%
7/18/2025O ROURKE & COMPANY Inc9,705$792K0.4%+9.2%0.004%
7/18/2025Truist Financial Corp545,820$44.57M0.1%+12.9%0.225%
7/18/2025Parkside Investments LLC30,000$2.45M0.3%+76.5%0.012%
7/18/2025First United Bank & Trust4,255$347K0.1%+12.7%0.002%
7/17/2025 Trivium Point Advisory LLC12,825$1.05M0.1%+225.2%0.005%
7/17/2025 HCR Wealth Advisors52,102$4.26M0.5%+2.3%0.022%
7/17/2025 Capital Investment Advisors LLC101,317$8.27M0.1%-2.5%0.042%
7/17/2025 White Pine Investment CO5,800$474K0.1%N/A0.002%
7/17/2025 HB Wealth Management LLC10,215$834K0.0%-18.1%0.004%
7/17/2025 Janney Capital Management LLC226,276$18.48M1.2%-3.9%0.094%
7/17/2025 Janney Montgomery Scott LLC213,961$17.47M0.0%-1.6%0.088%
7/17/2025 Smith Anglin Financial LLC3,091$252K0.0%-18.1%0.001%
7/17/2025 Fifth Third Securities Inc.161,917$13.22M1.0%-7.4%0.067%
7/17/2025 Moss Adams Wealth Advisors LLC727,888$59.44M5.4%+0.7%0.301%
7/17/2025 Sound Income Strategies LLC4,626$378K0.0%-72.7%0.002%
7/17/2025 Capital Insight Partners LLC67,111$5.48M1.0%-4.8%0.028%
7/17/2025 Global Trust Asset Management LLC850$69K0.0%N/A0.000%
7/17/2025 City Holding Co.17,632$1.44M0.2%+3.3%0.007%
7/17/2025 Symmetry Partners LLC32,036$2.62M0.3%+2.1%0.013%
7/17/2025 Patton Albertson Miller Group LLC9,733$795K0.1%+4.8%0.004%
7/17/2025 PMG Wealth Management Inc.4,400$359K0.3%-8.3%0.002%
7/17/2025 Coastline Trust Co759$62K0.0%+26.5%0.000%
7/17/2025 Stone Summit Wealth LLC11,709$956K0.3%-4.1%0.005%
7/17/2025 Stockman Wealth Management Inc.2,489$203K0.0%-38.0%0.001%
7/17/2025 Avior Wealth Management LLC15,262$1.25M0.0%-4.7%0.006%
7/17/2025 KWB Wealth3,276$258K0.0%-35.2%0.001%
7/17/2025 Consolidated Capital Management LLC65,344$5.34M1.9%+3.4%0.027%
7/17/2025 SeaBridge Investment Advisors LLC2,827$231K0.0%-57.4%0.001%
[No Brainer Gold Play]: “Show me a better investment.” (Ad)

A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Click here to get Garrett’s Top Four picks now.
7/16/2025 Signature Resources Capital Management LLC1,321$108K0.1%N/A0.001%
7/16/2025 Spirepoint Private Client LLC140,862$11.50M1.3%+2.2%0.058%
7/16/2025 Diversified Enterprises LLC15,889$1.30M0.1%+1.9%0.007%
7/16/2025 ORG Wealth Partners LLC1,943$159K0.0%+488.8%0.001%
7/16/2025 ORG Partners LLC5,089$417K0.1%-4.3%0.002%
7/16/2025 Howard Capital Management Group LLC4,785$391K0.0%-11.8%0.002%
7/16/2025 Meridian Investment Counsel Inc.77,347$6.32M1.7%+2.5%0.032%
7/16/2025 ST Germain D J Co. Inc.34,806$2.84M0.1%-0.5%0.014%
7/16/2025 Spinnaker Investment Group LLC9,730$795K0.2%+79.1%0.004%
7/16/2025 MontVue Capital Management Inc.8,932$729K0.5%-3.3%0.004%
7/16/2025 Beaumont Financial Advisors LLC3,518$287K0.0%-18.8%0.001%
7/16/2025 American National Bank & Trust1,341$110K0.0%-38.6%0.001%
7/16/2025 Brave Asset Management Inc.33,728$2.76M0.7%-0.4%0.014%
7/16/2025 Cadent Capital Advisors LLC54,719$4.47M1.4%+1.3%0.023%
7/16/2025 Kerntke Otto McGlone Wealth Management Group35,455$2.90M2.3%+21.5%0.015%
7/16/2025 AAFMAA Wealth Management & Trust LLC34,736$2.84M1.2%+29.9%0.014%
7/16/2025 Colton Groome Financial Advisors LLC20,771$1.70M0.6%+1.6%0.009%
7/16/2025 Dakota Wealth Management110,353$9.01M0.2%-4.1%0.046%
7/16/2025 Perigon Wealth Management LLC54,423$4.44M0.1%-26.4%0.023%
7/16/2025 Maridea Wealth Management LLC6,920$565K0.1%-2.6%0.003%
7/16/2025 Magnus Financial Group LLC29,683$2.42M0.2%+2.9%0.012%
7/16/2025 Moneywise Inc.27,469$2.24M1.1%N/A0.011%
7/16/2025 Castleview Partners LLC3,122$255K0.2%N/A0.001%
7/16/2025 Meridian Financial LLC10,407$850K0.6%+6.4%0.004%
7/15/2025 Floyd Financial Group LLC38,479$3.15M2.9%+95.0%0.016%
7/15/2025 Sightline Wealth Advisors LLC3,555$290K0.1%-6.2%0.001%
7/15/2025 McAdam LLC7,068$577K0.0%-21.2%0.003%
7/15/2025 Missouri Trust & Investment Co372$30K0.0%+148.0%0.000%
7/15/2025 Signet Financial Management LLC4,838$395K0.0%N/A0.002%
7/15/2025 TD Private Client Wealth LLC26,190$2.14M0.1%+2,205.5%0.011%
7/15/2025 Shulman DeMeo Asset Management LLC13,167$1.08M0.3%-2.3%0.005%
7/15/2025 Evanson Asset Management LLC2,844$232K0.0%-56.6%0.001%
7/15/2025 Peddock Capital Advisors LLC19,841$1.62M0.4%N/A0.008%
7/15/2025 Graypoint LLC90,326$7.38M0.4%-4.0%0.037%
7/15/2025 Heritage Oak Wealth Advisors LLC3,607$295K0.1%N/A0.001%
7/15/2025 Norden Group LLC73,436$6.00M0.7%N/A0.030%
7/15/2025 Cranbrook Wealth Management LLC44,033$3.60M0.8%+1.1%0.018%
7/15/2025 Fifth Third Bancorp52,801$4.31M0.0%+7.8%0.022%
7/15/2025 Forte Capital LLC ADV143,092$11.69M1.3%+19.2%0.059%
7/15/2025 Compagnie Lombard Odier SCmA7,400$604K0.0%N/A0.003%
7/15/2025 Hippocratic Financial Advisors LLC58,098$4.74M2.5%N/A0.024%
7/15/2025 Family Investment Center Inc.6,251$510K0.1%-10.1%0.003%
7/15/2025 Financial Partners Group Inc2,530$207K0.0%N/A0.001%
7/15/2025 Kwmg LLC108,920$8.89M0.8%+1.0%0.045%
7/15/2025 Christensen King & Associates Investment Services Inc.3,951$323K0.1%+3.5%0.002%
7/15/2025 Bfsg LLC11,406$931K0.1%-9.4%0.005%
7/14/2025 Occidental Asset Management LLC4,015$328K0.0%-5.5%0.002%
7/14/2025 E&G Advisors LP5,607$458K0.1%+5.5%0.002%
7/14/2025 Farmers Trust Co.10,250$837K0.2%-33.6%0.004%
7/14/2025 AdvisorNet Financial Inc7,759$634K0.0%-6.3%0.003%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
7/14/2025 Savior LLC22,289$1.82M9.9%+12.6%0.009%
7/14/2025 CRA Financial Services LLC12,083$987K0.2%-2.8%0.005%
7/14/2025 Financial Enhancement Group LLC79,203$6.53M0.9%N/A0.033%
7/14/2025 Buska Wealth Management LLC2,959$242K0.1%-15.5%0.001%
7/14/2025 Mechanics Bank Trust Department26,645$2.18M0.3%-6.0%0.011%
7/14/2025 Armstrong Advisory Group Inc.105,871$8.65M0.7%+2.7%0.044%
7/14/2025 GAMMA Investing LLC3,094$253K0.0%+127.7%0.001%
7/14/2025 ABLE Financial Group LLC5,082$415K0.1%+12.4%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC110,937$9.06M0.3%+3.6%0.046%
7/14/2025 LCM Capital Management Inc37,592$3.07M1.6%+0.5%0.016%
(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), 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 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 1,334 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 77,121,742 shares in the last 24 months. This purchase volume represents approximately $5.98B in transactions.

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

Of the 661 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 ($11.84M), JPMorgan Chase & Co. ($3.97M), Envestnet Asset Management Inc. ($2.84M), D. E. Shaw & Co. Inc. ($2.40M), Migdal Insurance & Financial Holdings Ltd. ($1.81M), Harel Insurance Investments & Financial Services Ltd. ($1.72M), and Cibc World Market Inc. ($1.69M).

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

Institutional investors have sold a total of 50,445,263 shares in the last 24 months. This volume of shares sold represents approximately $3.83B in transactions.



This page (NYSEARCA:XLU) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners