NYSEARCA:XLU

Utilities Select Sector SPDR Fund Institutional Ownership

$60.00

-0.71 (-1.17 %)

(As of 02/24/2021 12:00 AM ET)

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Today's Range

$59.94

Now: $60.00▼

$60.67

50-Day Range

$60.21

MA: $62.51▼

$64.10

52-Week Range

$43.44

Now: $60.00▼

$69.70

Volume11.82 million shs

Average Volume11.88 million shs

Market Capitalization$11.01 billion

P/E RatioN/A

Dividend Yield3.25%

BetaN/A

Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund (NYSEARCA XLU) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/24/2021	Virtu Financial LLC	58,850	$3.69M	0.4%	+254.8%	0.032%
2/24/2021	Broadleaf Partners LLC	23,393	$1.47M	0.6%	+4.6%	0.013%
2/24/2021	Bank Julius Baer & Co. Ltd Zurich	622	$39K	0.0%	N/A	0.000%
2/22/2021	Fulcrum Equity Management	33,779	$2.12M	0.8%	N/A	0.018%
2/22/2021	Retirement Group LLC	716	$44K	0.0%	N/A	0.000%
2/19/2021	JPMorgan Chase & Co.	487,390	$30.56M	0.0%	-104.1%	0.257%
2/19/2021	Berman Capital Advisors LLC	920	$57K	0.0%	-31.5%	0.000%
2/19/2021	Rehmann Capital Advisory Group	32,573	$2.24M	0.3%	+1.1%	0.017%
2/19/2021	Colonial River Wealth Management LLC	23,172	$1.45M	0.7%	N/A	0.012%
2/18/2021	Safeguard Investment Advisory Group LLC	703	$44K	0.0%	N/A	0.000%

2/18/2021	Strategic Wealth Management Inc.	53,496	$3.35M	2.1%	-4.1%	0.028%
2/18/2021	US Financial Advisors LLC	3,442	$0.22M	0.1%	N/A	0.002%
2/18/2021	Symmetry Partners LLC	10,958	$0.69M	0.1%	-3.0%	0.006%
2/18/2021	Truist Financial Corp	244,204	$15.31M	0.0%	-20.3%	0.129%
2/17/2021	Financial Architects Inc	20,612	$1.29M	0.2%	-63.9%	0.011%
2/17/2021	Factory Mutual Insurance Co.	3,043,000	$190.80M	2.6%	N/A	1.579%
2/17/2021	Hoese & Co LLP	990	$62K	0.1%	N/A	0.001%
2/17/2021	Zuckerman Investment Group LLC	4,181	$0.26M	0.0%	+16.2%	0.002%
2/17/2021	IHT Wealth Management LLC	50,575	$3.17M	0.3%	+3.4%	0.026%
2/17/2021	United Capital Financial Advisers LLC	30,919	$1.94M	0.0%	-72.0%	0.016%
2/17/2021	Amussen Hunsaker Associates LLC	3,310	$0.21M	0.1%	-5.7%	0.002%
2/17/2021	Canada Pension Plan Investment Board	435,000	$27.28M	0.0%	N/A	0.226%
2/17/2021	Cetera Investment Advisers	86,244	$5.41M	0.1%	+190.3%	0.045%
2/17/2021	Cetera Advisors LLC	68,021	$4.27M	0.1%	+4.5%	0.035%
2/17/2021	Cetera Advisor Networks LLC	53,437	$3.35M	0.1%	-39.9%	0.028%
2/17/2021	Tacita Capital Inc	1,000	$63K	0.0%	N/A	0.001%
2/16/2021	AJ Wealth Strategies LLC	17,328	$1.09M	0.1%	N/A	0.009%
2/16/2021	Private Portfolio Partners LLC	5,237	$0.33M	0.1%	+15.1%	0.003%
2/16/2021	Northern Oak Wealth Management Inc.	27,884	$1.75M	0.2%	+15.1%	0.014%
2/16/2021	Glenmede Trust Co. NA	52,110	$3.27M	0.0%	-5.6%	0.027%
2/16/2021	Mariner LLC	179,931	$11.28M	0.1%	-0.4%	0.091%
2/16/2021	Morgan Stanley	6,573,111	$412.14M	0.1%	-11.7%	3.315%
2/16/2021	Ameritas Investment Company LLC	18,635	$1.17M	0.2%	+244.6%	0.009%
2/16/2021	Captrust Financial Advisors	114,284	$7.17M	0.1%	-68.8%	0.058%
2/16/2021	Covenant Multifamily Offices LLC	5,834	$0.37M	0.1%	+4.1%	0.003%
2/16/2021	Laidlaw Wealth Management LLC	5,042	$0.32M	0.1%	N/A	0.003%
2/16/2021	Kingsview Wealth Management LLC	14,342	$0.90M	0.1%	-12.4%	0.007%
2/16/2021	Jefferies Group LLC	32,372	$2.03M	0.0%	-62.0%	0.016%
2/16/2021	Alpha DNA Investment Management LLC	4,725	$0.30M	0.3%	N/A	0.002%
2/16/2021	High Falls Advisors Inc	9,977	$0.63M	0.2%	-2.6%	0.005%
2/16/2021	WealthShield Partners LLC	10,424	$0.65M	0.1%	+6.0%	0.005%
2/16/2021	Benjamin F. Edwards & Company Inc.	47,233	$2.96M	0.2%	-9.9%	0.024%
2/16/2021	Charles Schwab Investment Management Inc.	944,500	$59.22M	0.0%	-3.4%	0.476%
2/16/2021	Fort Sheridan Advisors LLC	9,241	$0.58M	0.3%	-33.7%	0.005%
2/13/2021	Matisse Capital	6,502	$0.41M	0.1%	-45.6%	0.003%
2/13/2021	German American Bancorp Inc.	60,585	$3.80M	0.7%	+11.5%	0.031%
2/13/2021	Perennial Advisors LLC	466	$29K	0.0%	N/A	0.000%
2/13/2021	Ontario Teachers Pension Plan Board	1,472,543	$92.33M	1.1%	N/A	0.743%
2/13/2021	Legacy Wealth Partners Inc.	3,234	$0.20M	0.1%	N/A	0.002%
2/13/2021	Alerus Financial NA	21,106	$1.32M	0.1%	-24.6%	0.011%
2/13/2021	Clear Creek Financial Management LLC	9,696	$0.61M	0.1%	N/A	0.005%
2/13/2021	Wealthsource Partners LLC	23,084	$1.45M	0.2%	-5.7%	0.012%
2/12/2021	Stifel Financial Corp	309,776	$19.42M	0.0%	-5.9%	0.156%
2/12/2021	Brown Advisory Inc.	5,833	$0.37M	0.0%	+5.9%	0.003%
2/12/2021	F3Logic LLC	29,296	$1.86M	0.3%	+4.3%	0.015%
2/12/2021	J.Safra Asset Management Corp	242,442	$15.20M	7.9%	+198.0%	0.122%
2/12/2021	Beacon Pointe Advisors LLC	4,535	$0.28M	0.0%	+5.6%	0.002%
2/12/2021	Charter Oak Capital Management LLC	1,660	$0.10M	0.0%	N/A	0.001%
2/12/2021	Raymond James Financial Services Advisors Inc.	452,178	$28.35M	0.1%	+12.3%	0.236%
2/12/2021	Financial Advocates Investment Management	21,639	$1.68M	0.1%	+4.9%	0.011%
2/12/2021	LPL Financial LLC	1,976,524	$123.93M	0.2%	-1.2%	1.032%
2/12/2021	Carlson Capital L P	225,256	$14.12M	0.5%	-27.3%	0.118%
2/12/2021	Montag A & Associates Inc.	15,397	$0.97M	0.1%	-43.9%	0.008%
2/12/2021	Accretive Wealth Partners LLC	24,880	$1.56M	0.8%	N/A	0.013%
2/12/2021	Fiduciary Group LLC	37,683	$2.38M	0.3%	-2.6%	0.020%
2/12/2021	Sandbox Financial Partners LLC	4,938	$0.31M	0.3%	N/A	0.003%
2/12/2021	Jaffetilchin Investment Partners LLC	36,351	$2.28M	0.3%	-4.9%	0.019%
2/12/2021	Prospera Financial Services Inc	23,526	$1.47M	0.1%	+868.1%	0.012%
2/12/2021	Cavalier Investments LLC	11,859	$0.74M	0.3%	N/A	0.006%
2/12/2021	Vaughan David Investments LLC IL	96,154	$6.03M	0.2%	+12.5%	0.050%
2/12/2021	Healthcare of Ontario Pension Plan Trust Fund	4,484,091	$281.15M	0.4%	+198.3%	2.341%
2/12/2021	Change Path LLC	17,676	$1.11M	0.1%	-71.3%	0.009%
2/12/2021	Lockheed Martin Investment Management Co.	1,976,200	$123.91M	6.4%	+2.7%	1.032%
2/12/2021	Personal Capital Advisors Corp	7,496	$0.47M	0.0%	-97.3%	0.004%
2/12/2021	M&T Bank Corp	16,885	$1.06M	0.0%	-13.4%	0.009%
2/12/2021	Regal Investment Advisors LLC	10,298	$0.65M	0.1%	N/A	0.005%
2/12/2021	Mercer Global Advisors Inc. ADV	9,202	$0.58M	0.0%	+63.7%	0.005%
2/12/2021	Public Sector Pension Investment Board	57,034	$3.58M	0.0%	-71.5%	0.030%
2/11/2021	Eqis Capital Management Inc.	9,171	$0.58M	0.1%	N/A	0.005%
2/11/2021	Associated Banc Corp	43,230	$2.71M	0.1%	-6.7%	0.023%
2/11/2021	Pittenger & Anderson Inc.	5,275	$0.33M	0.0%	-37.6%	0.003%
2/11/2021	Bellevue Asset Management LLC	405	$26K	0.0%	-46.4%	0.000%
2/11/2021	Arcus Capital Partners LLC	17,025	$1.07M	0.2%	-2.6%	0.009%
2/11/2021	Stelac Advisory Services LLC	14,513	$0.91M	0.2%	-23.7%	0.008%
2/11/2021	Veritable L.P.	347,654	$21.80M	0.4%	-4.1%	0.181%
2/11/2021	Krilogy Financial LLC	10,821	$0.68M	0.1%	+2.7%	0.006%
2/11/2021	Synovus Financial Corp	9,611	$0.60M	0.0%	-15.0%	0.005%
2/11/2021	Northern Trust Corp	298,537	$18.72M	0.0%	-1.8%	0.155%
2/11/2021	Mutual Advisors LLC	8,077	$0.51M	0.0%	+2.6%	0.004%
2/11/2021	Baird Financial Group Inc.	333,092	$20.89M	0.1%	+14.7%	0.173%
2/11/2021	Archer Investment Corp	432	$27K	0.0%	+311.4%	0.000%
2/11/2021	Scotia Capital Inc.	89,745	$5.63M	0.1%	+3.4%	0.047%
2/11/2021	Exencial Wealth Advisors LLC	62,772	$3.94M	0.3%	-54.4%	0.033%
2/11/2021	Edgestream Partners L.P.	36,832	$2.31M	0.1%	N/A	0.019%
2/11/2021	Lakeview Capital Partners LLC	8,350	$0.52M	0.2%	-6.5%	0.004%
2/11/2021	Berman Capital Advisors LLC	920	$57K	0.0%	-31.5%	0.000%
2/11/2021	Valeo Financial Advisors LLC	6,144	$0.39M	0.0%	-9.2%	0.003%
2/11/2021	Steward Partners Investment Advisory LLC	101,975	$6.39M	0.1%	+9.6%	0.053%
2/11/2021	Oppenheimer & Co. Inc.	7,673	$0.48M	0.0%	-13.4%	0.004%
2/11/2021	Cresset Asset Management LLC	7,187	$0.45M	0.0%	+74.3%	0.004%

(Data available from 1/1/2016 forward)

This page was last updated on 2/24/2021 by MarketBeat.com Staff

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Utilities Select Sector SPDR Fund Institutional Ownership

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Institutional Ownership

Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund (NYSEARCA XLU) Institutional Buying and Selling

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