Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free XLU Stock Alerts

Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$44.31 0.00 (0.00%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$44.29 -0.02 (-0.05%)
As of 08/14/2026 07:55 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 Massive. Learn more.
Compare

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)
1335
Total
Institutional Inflows
(last 12 months)
$5.83B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$1.45B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026Caisse de depot et placement du Quebec219,802$9.97M0.0%-83.8%0.043%
8/15/2026Invst LLC4,784$217K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME 2,300$104K0.0%N/A0.000%
8/14/2026Arkos Global Advisors355,959$16.14M1.9%+6.6%0.069%
8/14/2026Ancora Advisors LLC2,688$122K0.0%-48.2%0.001%
8/14/2026WFA of San Diego LLC5,668$250K0.2%-10.8%0.001%
8/14/2026Laura & John Arnold Foundation893,779$40.52M12.3%-78.7%0.173%
8/14/2026Fiduciary Financial Advisors4,994$226K0.0%N/A0.001%
8/14/2026 Wayfinding Financial LLC68,496$3.11M1.2%+8.9%0.013%
8/14/2026 Visionary Wealth Advisors34,825$1.58M0.1%+54.0%0.007%
8/13/2026 Ally Financial Inc.222,000$10.07M1.3%N/A0.043%
8/13/2026 Sanctuary Advisors LLC386,605$17.53M0.1%+0.8%0.075%
8/13/2026 Biondo Investment Advisors LLC92,138$4.18M0.5%+1.0%0.018%
8/13/2026 Mission Financial Group LLC7,210$327K0.3%N/A0.001%
8/12/2026 Kirtland Hills Capital Management LLC8,053$365K0.1%+27.2%0.002%
8/12/2026 Compass Financial Management LLC50,733$2.28M0.3%N/A0.010%
8/12/2026 Elevation Point Wealth Partners LLC61,932$2.81M0.1%-16.4%0.012%
8/12/2026 Strategic Wealth Partners Ltd.7,799$354K0.0%-10.1%0.002%
8/12/2026 EP Wealth Advisors LLC214,849$9.74M0.0%-1.0%0.042%
8/12/2026 Rakuten Securities Inc.777$35K0.0%-26.7%0.000%
8/11/2026 Thoroughbred Financial Services LLC11,628$527K0.0%N/A0.002%
8/11/2026 Reliant Investment Partners LLC10,759$488K0.3%-5.7%0.002%
8/10/2026 Tocqueville Asset Management L.P.18,918$858K0.0%-14.1%0.004%
8/10/2026 NewEdge Wealth LLC36,760$1.67M0.0%+9.3%0.007%
8/10/2026 Lcnb Corp6,450$292K0.1%+22.9%0.001%
8/10/2026 Catalyst Investment Management LLC6,443$292K0.3%N/A0.001%
8/10/2026 Comprehensive Financial Planning Inc. PA12,855$583K0.3%+12.6%0.002%
8/10/2026 Avaii Wealth Management LLC8,331$378K0.1%-38.6%0.002%
8/10/2026 Mount Lucas Management LP16,257$737K0.3%-1.7%0.003%
8/7/2026 Trust Co. of Vermont1,847$84K0.0%N/A0.000%
8/5/2026USA Financial Formulas5,070$233K0.0%-13.3%0.001%
7/25/2026 Bogart Wealth LLC1,900$86K0.0%+53.2%0.000%
7/25/2026 Silver Coast Investments LLC91,935$4.17M1.2%+6.4%0.018%
7/25/2026 Opus Financial Solutions LLC26,415$1.20M1.0%-4.3%0.005%
7/24/2026 Transce3nd LLC1,334$61K0.5%-25.3%0.000%
7/24/2026 Benjamin Edwards Inc.148,266$6.72M0.1%-9.5%0.029%
7/24/2026 EverSource Wealth Advisors LLC3,993$181K0.0%-9.7%0.001%
7/24/2026 Lodestone Wealth Management LLC10,340$469K0.2%+10.7%0.002%
7/24/2026 Essex LLC30,796$1.40M0.2%+2.0%0.006%
7/24/2026 Signaturefd LLC1,600$73K0.0%-72.3%0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
7/24/2026 Cascade Investment Group Inc.5,107$232K0.1%+5.1%0.001%
7/24/2026 Griffin Asset Management Inc.4,659$211K0.0%-17.8%0.001%
7/24/2026 Dynamic Wealth Strategies LLC15,767$715K0.4%+29.3%0.003%
7/23/2026 Bravera Wealth48,965$2.22M0.9%+12.7%0.009%
7/23/2026 Cape Investment Advisory Inc.1,167$53K0.0%N/A0.000%
7/23/2026 RIA Advisory Group LLC14,532$659K0.1%+27.7%0.003%
7/23/2026 Foronjy Financial LLC47,647$2.16M0.8%+9.9%0.009%
7/23/2026 Tranquility Partners LLC13,815$626K0.2%-10.8%0.003%
7/23/2026 Nations Financial Group Inc. IA ADV21,061$955K0.0%+5.8%0.004%
7/23/2026 Financial & Tax Architects LLC31,753$1.44M0.3%+1.8%0.006%
7/23/2026 Family Investment Center Inc.33,555$1.52M0.3%+33.6%0.006%
7/23/2026 VSM Wealth Advisory LLC7,608$345K0.1%+9.0%0.001%
7/23/2026 Apollon Financial LLC27,129$1.23M0.1%+3.5%0.005%
7/23/2026 Apollon Wealth Management LLC53,831$2.44M0.0%-12.0%0.010%
7/23/2026 SBI Securities Co. Ltd.15,981$725K0.0%+42.0%0.003%
7/23/2026 Meridian Investment Counsel Inc.158,645$7.19M1.5%-1.2%0.031%
7/22/2026 Meridian Financial Advisors LLC23,076$1.05M0.5%-3.1%0.004%
7/22/2026 Entelevest LLC9,151$415K0.4%+6.7%0.002%
7/22/2026 Braeburn Wealth Management LLC59,026$2.68M1.1%+2.3%0.011%
7/22/2026 Drive Wealth Management LLC10,008$454K0.1%N/A0.002%
7/22/2026 SBI Okasan Asset Management Co.Ltd.149,350$6.87M0.2%N/A0.029%
7/21/2026 Orange Investment Advisors Inc.37,524$1.70M0.2%-2.0%0.007%
7/21/2026 Guidance Capital Inc.5,284$240K0.1%-37.3%0.001%
7/21/2026 Envestnet Portfolio Solutions Inc.113,802$5.16M0.0%-2.5%0.022%
7/21/2026 First United Bank & Trust7,152$324K0.1%+7.5%0.001%
7/20/2026 Hansen & Associates Financial Group Inc.45,927$2.08M1.2%+4.4%0.009%
7/20/2026 White Pine Investment CO16,501$748K0.2%+10.3%0.003%
7/20/2026 Live Oak Private Wealth LLC4,883$221K0.0%N/A0.001%
7/20/2026 Venturi Wealth Management LLC14,633$663K0.0%-70.8%0.003%
7/20/2026 Fortitude Family Office LLC5,359$243K0.0%-15.4%0.001%
7/20/2026 Mission Wealth Management LP6,561$297K0.0%+44.2%0.001%
7/14/2026 Trust Asset Management LLC342,678$15.54M0.5%+0.8%0.066%
7/10/2026 Accel Wealth Management31,053$1.41M0.3%-7.4%0.006%
7/10/2026 Butensky & Cohen Financial Security Inc.60,374$2.74M0.7%+0.8%0.012%
7/10/2026 Cabana LLC31,560$1.43M10.8%-4.4%0.006%
7/10/2026 Arkfeld Wealth Strategies L.L.C.22,011$997K0.3%-1.5%0.004%
7/10/2026 Clarus Wealth Advisors51,206$2.32M0.9%+11.7%0.010%
7/10/2026 City Holding Co.52,631$2.39M0.3%+6.7%0.010%
7/10/2026 Orrstown Financial Services Inc.26,092$1.18M0.2%-3.6%0.005%
7/10/2026 Camelot Technology Advisors Inc.9,844$446K0.3%-47.4%0.002%
7/10/2026 Spinnaker Investment Group LLC44,280$2.01M0.3%+22.4%0.009%
7/10/2026 SMI Advisory Services LLC7,680$348K0.1%-86.9%0.001%
7/10/2026 Fulcrum Equity Management13,198$598K0.4%-25.1%0.003%
7/10/2026 Sage Capital Advisors llc60,730$2.75M0.6%+0.4%0.012%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,780$942K0.1%-1.7%0.004%
7/10/2026 Perkins Coie Trust Co150,269$6.81M1.1%-5.9%0.029%
7/10/2026 Fulton Bank N.A.20,763$941K0.0%+16.2%0.004%
7/10/2026 Wealthcare Advisory Partners LLC91,733$4.16M0.1%-4.7%0.018%
7/9/2026 Kopp Family Office LLC59,245$2.69M1.6%N/A0.011%
7/9/2026 Harrell Investment Partners LLC23,170$1.05M0.2%-1.7%0.004%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
7/9/2026 Centurion Wealth Management LLC31,778$1.44M0.3%-23.2%0.006%
7/9/2026 Franklin Street Advisors Inc. NC44,702$2.03M0.1%-1.8%0.009%
7/9/2026 Tenzing Financial LLC68,063$3.08M2.1%+0.8%0.013%
7/9/2026 Barry Investment Advisors LLC10,472$475K0.1%-4.0%0.002%
7/9/2026 Baron Financial Group LLC22,212$1.01M0.5%+49.3%0.004%
7/9/2026 Contravisory Investment Management Inc.8,319$377K0.1%-9.8%0.002%
7/9/2026 AFG Fiduciary Services Limited Partnership23,511$1.08M0.8%+5.1%0.005%
7/9/2026 Focus Financial Network Inc.84,003$3.81M0.1%+5.6%0.016%
7/9/2026 Allied Private Wealth LLC21,987$997K0.6%N/A0.004%
7/9/2026 Agate Pass Investment Management LLC9,582$434K0.2%-5.3%0.002%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,714 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 1,639 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 ($8.77M), 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 135,546,851 shares in the last 24 months. This purchase volume represents approximately $5.83B in transactions.

Of the 429 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), Laura & John Arnold Foundation ($3.31M), Laurel Wealth Advisors LLC ($2.30M), Bessemer Group Inc. ($2.05M), Healthcare of Ontario Pension Plan Trust Fund ($1.14M), and Caisse de depot et placement du Quebec ($1.13M).

Institutional investors have sold a total of 32,667,767 shares in the last 24 months. This volume of shares sold represents approximately $1.45B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XLU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel