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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$82.45 -0.12 (-0.15%)
Closing price 04:10 PM Eastern
Extended Trading
$82.48 +0.03 (+0.04%)
As of 07:29 PM Eastern
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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)
1017
Total
Institutional Inflows
(last 12 months)
$6.00B
Number of
Institutional Sellers
(last 12 months)
660
Total
Institutional Outflows
(last 12 months)
$3.82B
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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
7/11/2025Silver Oak Securities Incorporated17,022$1.39M0.1%+16.3%0.007%
7/11/2025CX Institutional34,501$2.82M0.1%-10.3%0.015%
7/11/2025AFG Fiduciary Services Limited Partnership13,846$1.14M0.3%+4.7%0.006%
7/11/2025Myecfo LLC6,140$501K0.2%-7.5%0.003%
7/11/2025Butensky & Cohen Financial Security Inc.29,055$2.37M0.7%+2.3%0.012%
7/11/2025Brendel Financial Advisors LLC6,987$571K0.3%-42.2%0.003%
7/11/2025Miller Howard Investments Inc. NY10,265$838K0.0%-67.5%0.004%
7/11/2025SeaCrest Wealth Management LLC31,745$2.59M0.3%-3.0%0.013%
7/11/2025International Private Wealth Advisors LLC3,495$285K0.2%N/A0.001%
7/11/2025TCV Trust & Wealth Management Inc.123,918$10.12M0.9%+0.4%0.053%
7/11/2025Matthew Goff Investment Advisor LLC8,338$681K0.1%-5.6%0.004%
7/11/2025Kingstone Capital Partners Texas LLC577,453$47.16M0.0%N/A0.247%
7/11/2025Grove Bank & Trust900$73K0.0%+28.6%0.000%
7/10/2025Perkins Coie Trust Co72,530$5.92M1.0%-1.8%0.031%
7/10/2025Triangle Securities Wealth Management10,210$834K0.2%-16.2%0.004%
7/10/2025Clare Market Investments LLC6,026$492K0.1%N/A0.003%
7/10/2025AHL Investment Management Inc.7,847$641K0.4%-4.0%0.003%
7/10/2025CWC Advisors LLC.12,457$1.02M0.5%-15.7%0.005%
7/10/2025Stolper Co9,137$746K0.2%+1.8%0.004%
7/10/2025Carderock Capital Management Inc.850$69K0.0%N/A0.000%
7/10/2025Worth Asset Management LLC3,762$307K0.2%N/A0.002%
7/10/2025Redhawk Wealth Advisors Inc.2,915$238K0.0%N/A0.001%
7/10/2025Contravisory Investment Management Inc.7,282$595K0.1%-19.8%0.003%
7/10/2025Ferguson Wellman Capital Management Inc.3,090$252K0.0%N/A0.001%
7/10/2025Exchange Traded Concepts LLC87,026$7.11M0.1%-65.8%0.037%
7/10/2025Fulton Bank N.A.4,420$361K0.0%+51.0%0.002%
7/10/2025Community Trust & Investment Co.307,035$25.07M1.5%+1.2%0.131%
7/10/2025Wealth Enhancement Advisory Services LLC199,974$16.37M0.0%-4.7%0.086%
7/10/2025American Financial Advisors LLC3,585$293K0.0%-4.0%0.002%
7/10/2025Uptown Financial Advisors LLC16,480$1.35M1.2%+29.1%0.007%
7/10/2025Farmers & Merchants Trust Co of Chambersburg PA41,166$3.36M1.1%+0.8%0.018%
7/10/2025Signal Advisors Wealth LLC93,358$7.62M0.6%+223.7%0.040%
7/10/2025Focus Financial Network Inc.36,781$3.00M0.1%+17.4%0.016%
7/10/2025Sovran Advisors LLC7,895$641K0.1%-9.9%0.003%
7/9/2025 Intelligence Driven Advisers LLC3,000$245K0.0%N/A0.001%
7/9/2025 Dynamic Advisor Solutions LLC79,463$6.49M0.2%+7.3%0.034%
7/9/2025 Channel Wealth LLC2,594$212K0.1%-84.6%0.001%
7/9/2025 Biltmore Wealth Management LLC153,871$12.57M5.1%-0.1%0.066%
7/9/2025 Pallas Capital Advisors LLC19,344$1.58M0.1%-30.6%0.008%
7/9/2025 Camelot Technology Advisors Inc.10,613$867K0.7%+3.5%0.005%
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7/9/2025 Mirador Capital Partners LP11,406$931K0.2%+4.9%0.005%
7/9/2025 Keystone Wealth Services LLC12,863$1.05M0.3%+117.7%0.006%
7/9/2025 Balefire LLC7,588$620K0.1%+103.9%0.003%
7/9/2025 Krilogy Financial LLC86,469$7.06M0.4%-5.2%0.037%
7/9/2025 Fragasso Financial Advisors Inc33,298$2.72M0.2%-8.2%0.014%
7/9/2025 Fiduciary Alliance LLC4,277$349K0.0%+6.0%0.002%
7/9/2025 Summit Financial Consulting LLC6,324$516K0.5%-18.1%0.003%
7/9/2025 Clarus Wealth Advisors20,937$1.70M0.8%N/A0.009%
7/9/2025 Key Client Fiduciary Advisors LLC40,858$3.34M1.3%-3.1%0.017%
7/9/2025 MFG Wealth Management Inc.42,204$3.45M2.9%+1.4%0.018%
7/9/2025 Beacon Financial Group3,664$299K0.0%N/A0.002%
7/9/2025 Reyes Financial Architecture Inc.436$36K0.0%+131.9%0.000%
7/8/2025 Strategic Advocates LLC3,129$256K0.1%N/A0.001%
7/8/2025 Ehrlich Financial Group2,453$200K0.1%N/A0.001%
7/8/2025 Chemistry Wealth Management LLC7,109$581K0.1%+11.5%0.003%
7/8/2025 Silverleafe Capital Partners LLC65,996$5.39M1.9%-17.9%0.028%
7/8/2025 D. Scott Neal Inc.30,601$2.50M1.2%+5.8%0.013%
7/8/2025 NBC Securities Inc.10,586$864K0.1%+1.3%0.005%
7/8/2025 Boltwood Capital Management10,413$850K0.2%-3.5%0.004%
7/8/2025 Legacy Private Trust Co.63,364$5.17M0.3%+14.6%0.027%
7/8/2025 Moulton Wealth Management Inc.18,629$1.53M1.2%-13.9%0.008%
7/8/2025 Parallel Advisors LLC18,459$1.51M0.0%+16.9%0.008%
7/8/2025 Madison Park Capital Advisors LLC75,428$6.16M5.2%+0.3%0.032%
7/7/2025 Trust Co. of Oklahoma45,747$3.74M1.2%+1.0%0.020%
7/7/2025 Park Edge Advisors LLC18,234$1.49M0.4%-54.6%0.008%
7/7/2025 Fox Hill Wealth Management27,420$2.24M1.2%+1.2%0.012%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,848$396K0.1%+62.5%0.002%
7/7/2025 Discipline Wealth Solutions LLC3,970$324K0.1%N/A0.002%
7/7/2025 Centurion Wealth Management LLC59,532$4.86M1.4%+30.1%0.026%
7/3/2025 TrueWealth Advisors LLC6,999$572K0.2%+30.4%0.003%
7/3/2025 Sage Capital Advisors llc30,391$2.48M0.6%-0.8%0.013%
7/3/2025 City Center Advisors LLC35,546$2.90M3.1%+287.5%0.015%
7/2/2025 S. R. Schill & Associates47,715$3.90M2.9%+3.8%0.021%
7/2/2025 HBW Advisory Services LLC10,835$885K0.1%+18.1%0.005%
7/1/2025 Kera Capital Partners Inc.63,950$5.22M1.0%N/A0.028%
6/17/2025Howe & Rusling Inc.2,802$221K0.0%-6.8%0.001%
6/16/2025Lynx Investment Advisory12,423$980K0.7%+16.7%0.005%
6/2/2025Modern Wealth Management LLC87,647$6.91M0.2%+8.5%0.038%
5/29/2025 Nova Wealth Management Inc.502$40K0.0%-28.4%0.000%
5/28/2025 GK Wealth Management LLC4,232$334K0.4%+16.1%0.002%
5/28/2025Intrua Financial LLC83,781$6.61M1.0%+354.5%0.036%
5/27/2025Jacobi Capital Management LLC6,050$477K0.0%-51.2%0.003%
5/27/2025Iron Gate Global Advisors LLC4,898$386K0.1%+12.2%0.002%
5/21/2025Reliant Investment Partners LLC5,467$431K0.4%-5.6%0.002%
5/21/2025McAdam LLC8,970$707K0.0%+8.5%0.004%
5/21/2025Geneos Wealth Management Inc.21,729$1.71M0.1%-2.8%0.009%
5/21/2025Schmidt P J Investment Management Inc.2,768$218K0.0%N/A0.001%
5/20/2025Acorns Advisers LLC2,785$220K0.0%N/A0.001%
5/20/2025Fortis Capital Advisors LLC3,139$248K0.1%N/A0.001%
5/20/2025Belpointe Asset Management LLC25,503$2.01M0.1%+98.5%0.011%
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5/20/2025Focus Partners Wealth187,989$14.82M0.0%+12.6%0.081%
5/20/2025Integrity Alliance LLC.167,025$13.17M0.5%+337.9%0.072%
5/20/2025Aspen Investment Management Inc27,192$2.14M1.0%+17.9%0.012%
5/19/2025Advisory Alpha LLC220,680$17.40M0.6%+5.9%0.095%
5/19/2025Game Plan Financial Advisors LLC732$58K0.0%-63.4%0.000%
5/19/2025SCS 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%
5/16/2025Prostatis Group LLC4,348$343K0.1%-24.5%0.002%
5/16/2025Empowered Funds LLC16,031$1.26M0.0%N/A0.007%
5/16/2025Meiji Yasuda Life Insurance Co319,359$25.18M0.5%+27.9%0.138%
(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, 1,513 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 1,330 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. ($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 77,647,477 shares in the last 24 months. This purchase volume represents approximately $6.00B in transactions.

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

Of the 659 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 50,445,947 shares in the last 24 months. This volume of shares sold represents approximately $3.82B in transactions.


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This page (NYSEARCA:XLU) was last updated on 7/11/2025 by MarketBeat.com Staff
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