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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$45.14 -0.19 (-0.42%)
Closing price 05/27/2026 04:10 PM Eastern
Extended Trading
$45.07 -0.07 (-0.16%)
As of 04:13 AM 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 Massive. Learn more.
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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)
1392
Total
Institutional Inflows
(last 12 months)
$6.49B
Number of
Institutional Sellers
(last 12 months)
555
Total
Institutional Outflows
(last 12 months)
$1.65B
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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
5/27/2026Security Financial Services INC.9,894$454K0.1%+10.7%0.002%
5/26/2026 Axiom Investment Management LLC83,518$3.83M2.9%N/A0.016%
5/22/2026 WNY Asset Management LLC421,238$19.33M2.0%N/A0.082%
5/22/2026 Independent Wealth Advisors LLC6,108$280K0.3%+19.3%0.001%
5/22/2026 Verus Capital Partners LLC14,139$649K0.0%-3.8%0.003%
5/21/2026 Vestor Capital LLC970$45K0.0%+41.2%0.000%
5/20/2026 SHUTTLEWORTH & Co50,512$2.32M2.1%+1.7%0.010%
5/20/2026 January Capital Advisors LLC11,736$539K0.7%N/A0.002%
5/20/2026 Arete Wealth Advisors LLC111,403$5.11M0.3%+188.8%0.022%
5/20/2026 SOA Wealth Advisors LLC.968$44K0.0%+287.2%0.000%
5/20/2026 Leigh Baldwin & CO. LLC6,021$276K0.2%-11.4%0.001%
5/19/2026 Mascagni Wealth Management Inc.8,820$405K0.3%-10.3%0.002%
5/19/2026 Cim Investment Management Inc.70,539$3.24M0.9%-0.5%0.014%
5/19/2026 NewEdge Advisors LLC336,438$15.44M0.3%-8.2%0.065%
5/19/2026 Bank of America Corp DE28,041,814$1.29B0.1%+3.9%5.456%
5/19/2026 Wilson & Boucher Capital Management LLC62,263$2.86M1.9%+2.8%0.012%
5/19/2026 Strait & Sound Wealth Management LLC15,624$717K0.3%+4.9%0.003%
5/19/2026 Edgestream Partners L.P.26,686$1.23M0.0%-26.9%0.005%
5/19/2026 Chesapeake Wealth Management22,506$1.03M0.3%-3.3%0.004%
5/19/2026 Centaurus Financial Inc.185,259$8.50M0.4%-9.4%0.036%
5/19/2026 Arkadios Wealth Advisors89,548$4.11M0.1%+2.7%0.017%
5/19/2026 Arete Wealth Advisors LLC111,403$5.11M0.4%+188.8%0.022%
5/18/2026 Sunbelt Securities Inc.5,087$233K0.0%-6.9%0.001%
5/18/2026 Constant Guidance Financial LLC4,600$211K0.1%N/A0.001%
5/18/2026 Electron Capital Partners LLC1,240,257$56.92M2.2%N/A0.241%
5/18/2026 Estate Counselors LLC161,218$7.40M0.7%+30.7%0.031%
5/16/2026 KCM Investment Advisors LLC299,701$13.75M0.5%+7.6%0.058%
5/16/2026 Measured Risk Portfolios Inc.7,369$338K0.4%-8.9%0.001%
5/16/2026 Quantinno Capital Management LP97,765$4.49M0.0%+17.0%0.019%
5/15/2026 Gateway Wealth Partners LLC118,957$5.46M0.2%+592.5%0.023%
5/15/2026 Wealth Watch Advisors INC18,412$845K0.4%+6,669.1%0.004%
5/15/2026 Blue Chip Partners LLC4,992$229K0.0%-45.5%0.001%
5/15/2026 Cypress Capital Group25,590$1.17M0.1%-9.7%0.005%
5/15/2026 Everest Financial Group LLC33,242$1.53M0.3%N/A0.006%
5/15/2026 Valence8 US LP62,955$2.89M1.0%-50.8%0.012%
5/15/2026 Waverly Advisors LLC354,267$16.26M0.1%+44.1%0.069%
5/15/2026 Unisphere Establishment340,000$15.60M0.1%N/A0.066%
5/15/2026 Vivaldi Capital Management LP13,215$606K0.1%-5.6%0.003%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund161,733$7.42M0.0%-87.6%0.031%
5/14/2026 Renaissance Technologies LLC703,900$32.30M0.1%+305.0%0.137%
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5/14/2026 Gamco Investors INC. ET AL121,661$5.58M0.1%+0.3%0.024%
5/14/2026 Hilltop Holdings Inc.39,218$1.80M0.2%-52.4%0.008%
5/14/2026 Aristides Capital LLC48,308$2.22M0.4%+14.5%0.009%
5/14/2026 Compound Planning Inc.10,833$497K0.0%-43.6%0.002%
5/14/2026 Modern Wealth Management LLC360,481$16.62M0.3%+21.8%0.070%
5/14/2026 Bank of Nova Scotia134,642$6.18M0.0%+50.6%0.026%
5/14/2026 Sei Investments Co.43,679$2.00M0.0%N/A0.008%
5/14/2026 MWA Asset Management17,188$789K0.4%-2.6%0.003%
5/14/2026 Lido Advisors LLC390,723$17.93M0.1%-15.3%0.076%
5/13/2026 Cetera Investment Advisers2,949,282$135.34M0.1%+5.1%0.574%
5/13/2026 Wealthspire Retirement LLC34,296$1.57M0.1%+3.9%0.007%
5/13/2026 Mizuho Markets Cayman LP10,590$486K0.0%-38.4%0.002%
5/13/2026 Dynamic Wealth Strategies LLC12,196$560K0.3%+17.6%0.002%
5/13/2026 Measured Wealth Private Client Group LLC134,064$6.15M1.7%-5.4%0.026%
5/13/2026 Signature Equity Partners LLC2,128$98K0.1%+16.0%0.000%
5/13/2026 NewEdge Wealth LLC33,624$1.54M0.0%+17.7%0.007%
5/13/2026 Petra Financial Advisors Inc.10,180$467K0.3%+107.5%0.002%
5/13/2026 First Citizens Bank & Trust Co.8,500$390K0.0%-23.3%0.002%
5/13/2026 First Trust Advisors LP24,435$1.12M0.0%-6.7%0.005%
5/12/2026 CacheTech Inc.70,473$3.23M0.6%+3.5%0.014%
5/12/2026 Bellwether Advisors LLC59,119$2.71M0.5%N/A0.012%
5/8/2026 PNC Financial Services Group Inc.746,970$34.28M0.0%+0.1%0.145%
5/8/2026 CVS HEALTH Corp25,000$1.15M0.5%N/A0.005%
5/8/2026 Cassaday & Co Wealth Management LLC1,010$46K0.0%N/A0.000%
5/8/2026 Rice Partnership LLC770$35K0.0%+92.5%0.000%
5/8/2026 MWA Asset Management17,188$789K0.4%-2.6%0.003%
5/8/2026 Johnson Financial Group Inc.13,927$639K0.0%+53,465.4%0.003%
5/7/2026 Florida Financial Advisors LLC50,533$2.32M0.6%+10.2%0.010%
5/7/2026 Swan Global Investments LLC123,494$5.67M0.2%-22.6%0.024%
5/7/2026 AlTi Global Inc.4,462$205K0.0%N/A0.001%
5/7/2026 Basepoint Wealth LLC123,420$5.66M3.2%N/A0.024%
5/7/2026 Hamel Associates Inc.87,785$4.03M1.1%+0.8%0.017%
5/7/2026 Balefire LLC10,132$465K0.1%-17.4%0.002%
5/7/2026 Parallel Advisors LLC38,818$1.78M0.0%+8.0%0.008%
5/7/2026 Greenwood Gearhart LLC436,177$20.02M1.1%+4.6%0.085%
5/7/2026 Financial Discovery Group Inc.65,518$3.01M7.0%N/A0.013%
5/7/2026 Hanseatic Management Services Inc.50,810$2.33M2.2%N/A0.010%
5/7/2026 Spartan Wealth Advisory Services LLC7,525$345K0.0%N/A0.001%
5/7/2026 Tandem Wealth Advisors LLC16,446$755K0.3%+2.1%0.003%
5/7/2026 Crescent Grove Advisors LLC5,235$240K0.0%-7.4%0.001%
5/6/2026 German American Bancorp Inc.473,533$21.73M1.9%+6.5%0.092%
5/6/2026 Audent Global Asset Management LLC22,600$1.04M1.1%-54.5%0.004%
5/6/2026 Quadrant Private Wealth Management LLC9,394$431K0.1%+8.5%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC6,001$278K0.0%+8.5%0.001%
5/6/2026 Ranch Capital Advisors Inc.80,252$3.68M1.3%+1.6%0.016%
5/6/2026 Centennial Bank AR 26,005$1.19M0.4%+4.9%0.005%
5/6/2026 Simon Quick Advisors LLC18,207$836K0.0%+78.9%0.004%
5/6/2026 John G Ullman & Associates Inc.18,114$831K0.1%-13.4%0.004%
5/6/2026 Modera Wealth Management LLC54,385$2.50M0.0%-3.3%0.011%
5/6/2026 Townsend Asset Management Corp NC ADV3,938$181K0.1%+78.3%0.001%
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5/6/2026 Assetmark Inc.389,356$17.87M0.0%-12.5%0.076%
5/6/2026 NovaPoint Capital LLC14,107$647K0.2%+33.9%0.003%
5/6/2026 PeakShares LLC35,768$1.64M1.5%+2.9%0.007%
5/6/2026 Main Street Group LTD698$32K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.1,970,391$90.42M0.1%+2.3%0.383%
5/6/2026 SteelPeak Wealth LLC252,056$11.57M0.4%N/A0.049%
5/6/2026 Independent Financial Group LLC110,824$5.09M0.2%N/A0.022%
5/6/2026 Prosperity Consulting Group LLC103,434$4.75M0.2%-2.0%0.020%
5/6/2026 Helium Advisors LLC4,408$202K0.2%N/A0.001%
5/5/2026 Quartz Partners LLC6,083$279K0.1%-69.3%0.001%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,729 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($1.29B), Morgan Stanley ($926.13M), JPMorgan Chase & Co. ($738.65M), LPL Financial LLC ($647.96M), Goldman Sachs Group Inc. ($587.55M), Wells Fargo & Company MN ($543.53M), and Migdal Insurance & Financial Holdings Ltd. ($386.46M).Learn more on Utilities Select Sector SPDR Fund's 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.

Of the 1,649 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 ($11.88M), Migdal Insurance & Financial Holdings Ltd. ($11.58M), Morgan Stanley ($10.43M), LPL Financial LLC ($10.00M), JPMorgan Chase & Co. ($7.15M), Wells Fargo & Company MN ($7.11M), and Raymond James Financial Inc. ($6.85M).

Institutional investors have bought a total of 151,715,402 shares in the last 24 months. This purchase volume represents approximately $6.49B in transactions.

Of the 555 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: Proficio Capital Partners LLC ($8.73M), Harel Insurance Investments & Financial Services Ltd. ($6.13M), Bessemer Group Inc. ($5.03M), Demars Financial Group LLC ($4.20M), Laurel Wealth Advisors LLC ($2.30M), Healthcare of Ontario Pension Plan Trust Fund ($1.14M), and Migdal Insurance & Financial Holdings Ltd. ($724.53K).

Institutional investors have sold a total of 38,175,920 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.


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This page (NYSEARCA:XLU) was last updated on 5/28/2026 by MarketBeat.com Staff.
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