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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$79.75 +0.62 (+0.78%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$79.77 +0.02 (+0.03%)
As of 05/2/2025 07:56 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)
936
Total
Institutional Inflows
(last 12 months)
$5.61B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$3.25B
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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
5/2/2025Carson Advisory Inc.3,239$255K0.2%N/A0.001%
5/2/2025Forte Capital LLC ADV120,056$9.47M1.1%-2.3%0.054%
5/2/2025Fortis Group Advisors LLC75,651$5.97M1.2%+108.1%0.034%
5/2/2025Asset Advisors Investment Management LLC18,663$1.47M0.2%+3.1%0.008%
5/2/2025Kingsview Wealth Management LLC26,835$2.12M0.0%-9.2%0.012%
5/2/2025Graypoint LLC94,112$7.42M0.5%-2.2%0.042%
5/2/2025Hudock Inc.25,599$2.02M0.4%+44.8%0.011%
5/2/2025Legacy Capital Wealth Partners LLC4,626$365K0.1%+7.6%0.002%
5/2/2025Windsor Capital Management LLC7,605$600K0.2%-1.9%0.003%
5/2/2025Bryn Mawr Capital Management LLC4,479$353K0.0%-14.4%0.002%
5/2/2025Larson Financial Group LLC50,252$3.96M0.2%+194.8%0.022%
5/2/2025Wealthfront Advisers LLC25,378$2.00M0.0%+7.8%0.011%
5/2/2025First Business Financial Services Inc.3,677$290K0.0%N/A0.002%
5/2/2025ESG Planning DBA Harper Investing21,017$1.66M1.1%+30.8%0.009%
5/2/2025Mountain Hill Investment Partners Corp.68,086$5.37M5.2%+1.6%0.030%
5/2/2025Graybill Wealth Management LTD.2,401$189K0.1%N/A0.001%
5/2/2025Dakota Wealth Management115,123$9.08M0.2%+6.2%0.052%
5/2/2025LJI Wealth Management LLC4,850$382K0.1%+2.7%0.002%
5/2/2025SBI Securities Co. Ltd.4,956$391K0.0%-22.7%0.002%
5/2/2025Apollon Financial LLC5,934$468K0.1%+44.1%0.003%
5/2/2025Apollon Wealth Management LLC25,103$1.98M0.0%+4.1%0.011%
5/2/2025Sigma Planning Corp81,607$6.44M0.2%-1.0%0.037%
5/2/2025Signaturefd LLC479$38K0.0%-36.9%0.000%
5/1/2025 Turtle Creek Wealth Advisors LLC60,065$4.74M0.7%+52.7%0.027%
5/1/2025 Florida Financial Advisors LLC9,900$780K0.3%-13.7%0.004%
5/1/2025 Corrado Advisors LLC21,986$1.73M1.2%+7.7%0.010%
5/1/2025 Key Financial Inc2,540$200K0.0%+30.0%0.001%
5/1/2025 Zullo Investment Group Inc.28,357$2.24M1.0%-2.2%0.013%
5/1/2025 Kerntke Otto McGlone Wealth Management Group29,183$2.30M2.0%+21.3%0.013%
5/1/2025 Smith Thornton Advisors LLC8,666$683K0.4%-69.9%0.004%
5/1/2025 CWM LLC242,111$19.09M0.1%+4.7%0.108%
5/1/2025 Pittenger & Anderson Inc.4,500$355K0.0%+16.4%0.002%
5/1/2025 V2 Financial group LLC6,619$522K0.3%+44.7%0.003%
5/1/2025 TruNorth Capital Management LLC647$51K0.0%+61.8%0.000%
5/1/2025 High Note Wealth LLC1,774$140K0.0%-7.8%0.001%
5/1/2025 Stephens Inc. AR16,122$1.27M0.0%+1.3%0.007%
5/1/2025 3EDGE Asset Management LP12,913$1.01M0.1%+2.0%0.006%
5/1/2025 Platform Technology Partners10,537$831K0.2%-1.2%0.005%
5/1/2025 Realta Investment Advisors3,092$244K0.1%+18.2%0.001%
5/1/2025 Fort Sheridan Advisors LLC6,678$527K0.1%-4.3%0.003%
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5/1/2025 Rational Advisors Inc.447,450$35.28M3.6%-14.9%0.200%
5/1/2025 Fortem Financial Group LLC15,482$1.22M0.5%-38.1%0.007%
5/1/2025 Fulcrum Equity Management3,769$297K0.3%-80.6%0.002%
5/1/2025 Fifth Third Securities Inc.174,884$13.79M1.2%+21.1%0.078%
5/1/2025 Park Square Financial Group LLC6,092$480K0.4%+12.5%0.003%
5/1/2025 SteelPeak Wealth LLC84,390$6.65M0.3%-15.2%0.038%
5/1/2025 WESPAC Advisors LLC5,062$399K0.3%N/A0.002%
5/1/2025 Clientfirst Wealth Management LLC5,424$428K0.5%+10.2%0.002%
5/1/2025 Country Club Bank15,074$1.18M0.1%-1.0%0.007%
4/30/2025 Burford Brothers Inc.9,007$710K0.3%-7.0%0.004%
4/30/2025 Cerity Partners LLC113,419$8.94M0.0%+3.6%0.051%
4/30/2025 Narus Financial Partners LLC8,013$632K0.2%+26.3%0.004%
4/30/2025 Telos Capital Management Inc.12,808$1.01M0.1%+2.0%0.006%
4/30/2025 Alps Advisors Inc.570,999$45.02M0.3%+18.8%0.256%
4/30/2025 Round Rock Advisors LLC48,452$3.82M0.7%N/A0.022%
4/30/2025 Allworth Financial LP66,763$5.24M0.0%-1.7%0.030%
4/30/2025 Capital Insight Partners LLC70,496$5.56M1.0%+585.2%0.032%
4/30/2025 Adapt Wealth Advisors LLC13,969$1.10M0.5%-9.5%0.006%
4/30/2025 First Interstate Bank94,852$7.48M0.4%-6.2%0.042%
4/30/2025 Moloney Securities Asset Management LLC4,398$347K0.0%-55.2%0.002%
4/30/2025 Axxcess Wealth Management LLC27,672$2.18M0.1%-36.1%0.012%
4/30/2025 Chemung Canal Trust Co.55,676$4.39M1.0%-23.9%0.025%
4/30/2025 Trek Financial LLC166,385$13.12M0.9%+106.4%0.074%
4/30/2025 Personal CFO Solutions LLC14,489$1.14M0.2%-1.8%0.006%
4/30/2025 Valeo Financial Advisors LLC5,873$463K0.0%+19.2%0.003%
4/30/2025 M&T Bank Corp17,085$1.35M0.0%-54.5%0.008%
4/30/2025 Stratos Wealth Partners LTD.15,409$1.22M0.0%-7.4%0.007%
4/30/2025 Stratos Wealth Advisors LLC4,204$331K0.0%-53.0%0.002%
4/30/2025 Brown Advisory Inc.84,715$6.68M0.0%+457.6%0.038%
4/30/2025 Consolidated Capital Management LLC63,187$4.98M2.1%N/A0.028%
4/30/2025 Sharper & Granite LLC21,136$1.67M0.7%-0.7%0.009%
4/30/2025 Bank Hapoalim BM3,795$299K0.0%N/A0.002%
4/30/2025 Alpha Cubed Investments LLC27,075$2.14M0.1%-11.2%0.012%
4/30/2025 Planning Directions Inc.6,010$474K0.2%-4.5%0.003%
4/30/2025 Capital Management Associates Inc6,440$508K0.1%N/A0.003%
4/30/2025 J Hagan Capital Inc.3,955$299K0.3%N/A0.002%
4/29/2025 U.S. Capital Wealth Advisors LLC107,042$8.44M0.3%+1.0%0.048%
4/29/2025 Sightline Wealth Advisors LLC3,789$299K0.2%-22.9%0.002%
4/29/2025 Cooksen Wealth LLC7,177$566K0.6%-9.2%0.003%
4/29/2025 Callan Capital LLC26,074$2.06M0.2%-3.7%0.012%
4/29/2025 Envestnet Asset Management Inc.952,261$75.09M0.0%-3.3%0.426%
4/29/2025 Penserra Capital Management LLC48,991$3.86M0.1%N/A0.022%
4/29/2025 Ifrah Financial Services Inc.3,300$260K0.1%-4.1%0.001%
4/29/2025 Meridian Investment Counsel Inc.75,444$5.95M1.8%+2.5%0.034%
4/29/2025 Riggs Asset Managment Co. Inc.368$29K0.0%-99.5%0.000%
4/29/2025 Vickerman Investment Advisors Inc.60,119$4.74M1.1%-4.7%0.027%
4/29/2025 Summit Financial Consulting LLC7,721$609K0.6%N/A0.003%
4/29/2025 Novare Capital Management LLC3,875$306K0.0%+10.2%0.002%
4/29/2025 Concurrent Investment Advisors LLC82,726$6.52M0.2%-10.9%0.037%
4/29/2025 Marks Wealth LLC69,495$5.48M2.0%N/A0.031%
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4/29/2025 HM Payson & Co.1,348$106K0.0%-39.4%0.001%
4/29/2025 DT Investment Partners LLC5,287$417K0.0%+52.9%0.002%
4/29/2025 Bank of New York Mellon Corp14,567$1.15M0.0%-15.6%0.007%
4/29/2025 World Investment Advisors18,235$1.44M0.0%-25.0%0.008%
4/29/2025 Wayfinding Financial LLC33,698$2.66M1.2%-2.3%0.015%
4/29/2025 Truist Financial Corp483,604$38.13M0.1%-13.7%0.216%
4/29/2025 Capital Investment Advisory Services LLC23,354$1.84M0.2%-0.8%0.010%
4/29/2025 Sequent Asset Management LLC4,789$378K0.2%+4.2%0.002%
4/29/2025 Brookstone Capital Management26,262$2.07M0.0%-43.5%0.012%
4/29/2025 SMART Wealth LLC39,196$3.09M1.1%+178.9%0.018%
(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, 1,479 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Bessemer Group Inc. ($477.73M), LPL Financial LLC ($422.92M), Demars Financial Group LLC ($331.20M), Menora Mivtachim Holdings LTD. ($296.54M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), and Caisse DE Depot ET Placement DU Quebec ($258M).Learn more on XLU's institutional investors.

Which institutional investors have been buying Utilities Select Sector SPDR Fund stock?

Of the 1,282 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), Caisse DE Depot ET Placement DU Quebec ($8.91M), Migdal Insurance & Financial Holdings Ltd. ($6.23M), Demars Financial Group LLC ($4.20M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Granite Bay Wealth Management LLC ($3.14M), and JPMorgan Chase & Co. ($2.54M).

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

Institutional investors have bought a total of 122,423,301 shares in the last 24 months. This purchase volume represents approximately $8.69B in transactions.

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

Of the 871 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), Envestnet Asset Management Inc. ($4.32M), Toronto Dominion Bank ($3.52M), Barclays PLC ($3.41M), Janney Montgomery Scott LLC ($2.86M), WestEnd Advisors LLC ($2.52M), and Truist Financial Corp ($2.47M).

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

Institutional investors have sold a total of 77,156,088 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 5/3/2025 by MarketBeat.com Staff
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