Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

$66.64
-0.10 (-0.15%)
(As of 09:34 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
708
Total
Institutional Inflows
(last 12 months)
$3.13B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$2.22B
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XLU Institutional Buying and Selling by Quarter

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Summit Financial LLC13,791$905K0.1%-2.8%0.008%
4/25/2024Cambridge Investment Research Advisors Inc.325,707$21.38M0.1%-12.0%0.178%
4/24/2024Private Trust Co. NA19,768$1.30M0.1%-1.3%0.011%
4/24/2024Krilogy Financial LLC87,758$5.76M0.4%+24.8%0.048%
4/24/2024PSI Advisors LLC7,682$504K0.2%-15.3%0.004%
4/24/2024Patton Albertson Miller Group LLC9,661$634K0.1%-4.4%0.005%
4/24/2024Activest Wealth Management945$62K0.0%+1,160.0%0.001%
4/24/2024Newbridge Financial Services Group Inc.2,525$166K0.1%-35.1%0.001%
4/24/2024Adams Diversified Equity Fund Inc.110,000$7.22M0.3%N/A0.060%
4/24/2024Premier Path Wealth Partners LLC24,689$1.62M0.3%+20.9%0.013%
4/24/2024Zullo Investment Group Inc.28,792$1.89M0.9%+1.2%0.016%
4/24/2024Paragon Financial Partners Inc.47,879$3.14M2.6%+7.0%0.026%
4/24/2024Dakota Wealth Management101,309$6.65M0.2%-2.4%0.055%
4/24/2024Smith Anglin Financial LLC6,612$434K0.0%N/A0.004%
4/24/2024Simplicity Wealth LLC4,559$299K0.0%+20.6%0.002%
4/24/2024NBT Bank N A NY41,869$2.75M0.2%-0.9%0.023%
4/24/2024Spire Wealth Management84,078$5.52M0.2%+0.4%0.046%
4/24/2024Gunma Bank Ltd.155,000$10.18M5.4%+47.6%0.085%
4/24/2024Solstein Capital LLC17,554$1.15M0.8%+19.8%0.010%
4/24/2024H&H Retirement Design & Management INC51,753$3.42M2.3%-12.6%0.028%
4/24/2024Bar Harbor Wealth Management77,821$5.11M0.3%+8.1%0.043%
4/23/2024 Bfsg LLC12,590$827K0.1%+1.9%0.007%
4/23/2024 Global Retirement Partners LLC48,632$3.19M0.1%-1.1%0.027%
4/23/2024 United Asset Strategies Inc.9,723$638K0.1%-71.6%0.005%
4/23/2024 Hamel Associates Inc.43,755$2.87M0.9%-3.5%0.024%
4/23/2024 Venturi Wealth Management LLC14,215$933K0.1%-20.1%0.008%
4/23/2024 Rational Advisors LLC83,338$5.47M0.5%N/A0.046%
4/23/2024 TrueWealth Advisors LLC8,981$590K0.2%+4.1%0.005%
4/23/2024 Fifth Third Bancorp58,347$3.83M0.0%-16.1%0.032%
4/23/2024 McAdam LLC7,942$521K0.0%-11.6%0.004%
4/23/2024 Warner Financial Inc.4,010$263K0.1%+19.9%0.002%
4/23/2024 Summit Trail Advisors LLC65,944$4.33M0.1%-79.6%0.036%
4/23/2024 Strategic Blueprint LLC14,223$934K0.1%-2.1%0.008%
4/23/2024 TAP Consulting LLC91,830$6.03M1.3%+242.3%0.050%
4/23/2024 Wealth Effects LLC3,543$233K0.1%-16.1%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.676,622$44.42M0.1%-0.9%0.370%
4/22/2024 Strategic Financial Concepts LLC5,752$378K0.1%N/A0.003%
4/22/2024 Kessler Investment Group LLC12,893$846K0.5%+190.8%0.007%
4/22/2024 Bay Rivers Group16,955$1.11M0.6%+10.3%0.009%
4/22/2024 PFG Investments LLC36,321$2.38M0.1%+72.5%0.020%
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4/22/2024 Altfest L J & Co. Inc.23,594$1.55M0.2%+117.3%0.013%
4/22/2024 Sollinda Capital Management LLC5,362$352K0.1%-97.0%0.003%
4/22/2024 Raymond James & Associates2,311,037$151.72M0.1%+10.6%1.263%
4/22/2024 Waycross Investment Management Co47,656$3.13M2.9%+2.0%0.026%
4/22/2024 Solitude Financial Services17,828$1.17M0.5%-10.9%0.010%
4/22/2024 Arthur M. Cohen & Associates LLC3,078$202K0.0%N/A0.002%
4/22/2024Ashton Thomas Private Wealth LLC26,323$1.73M0.1%+18.1%0.014%
4/22/2024 Benchmark Financial Wealth Advisors LLC3,115$204K0.1%-85.9%0.002%
4/22/2024 Strategic Advisors LLC9,891$649K0.1%+23.0%0.005%
4/19/2024 Teamwork Financial Advisors LLC9,584$629K0.1%+161.4%0.005%
4/19/2024 Oak Harvest Investment Services127,541$8.37M1.4%-2.9%0.070%
4/19/2024 Advisor Resource Council6,277$398K0.2%-83.3%0.003%
4/19/2024 Trust Co. of Oklahoma42,736$2.81M1.0%-0.9%0.023%
4/19/2024 E&G Advisors LP4,882$321K0.1%-25.5%0.003%
4/18/2024 Plimoth Trust Co. LLC4,868$320K0.1%-10.8%0.003%
4/18/2024 Silverlake Wealth Management LLC7,913$519K0.3%-40.7%0.004%
4/18/2024 SeaCrest Wealth Management LLC7,077$465K0.1%-9.8%0.004%
4/18/2024 Myecfo LLC6,850$450K0.3%+3.0%0.004%
4/18/2024 Measured Wealth Private Client Group LLC16,237$1.07M0.4%N/A0.009%
4/18/2024 MV Capital Management Inc.42,214$2.77M0.3%-12.9%0.023%
4/18/2024 Woodmont Investment Counsel LLC23,590$1.55M0.1%-0.7%0.013%
4/18/2024 Colton Groome Financial Advisors LLC19,720$1.30M0.5%+4.3%0.011%
4/18/2024 WESPAC Advisors SoCal LLC17,103$1.12M0.3%-79.9%0.009%
4/18/2024 AlphaMark Advisors LLC48,481$3.18M1.1%-0.8%0.027%
4/18/2024 O ROURKE & COMPANY Inc5,839$383K0.2%+31.1%0.003%
4/18/2024 Fifth Third Securities Inc.121,279$7.96M0.8%+9.0%0.066%
4/18/2024 Pettinga Financial Advisors LLC20,035$1.32M0.3%+33.7%0.011%
4/18/2024 Barry Investment Advisors LLC9,557$627K0.2%+5.2%0.005%
4/18/2024 SteelPeak Wealth LLC4,001$263K0.0%-10.5%0.002%
4/18/2024 Waterway Wealth Management LLC6,656$437K0.2%-3.5%0.004%
4/17/2024 Dumont & Blake Investment Advisors LLC10,189$669K0.2%-3.5%0.006%
4/17/2024 Founders Financial Securities LLC13,597$893K0.1%+21.7%0.007%
4/17/2024 Guidance Capital Inc.18,699$1.19M0.4%+403.1%0.010%
4/17/2024 Foguth Wealth Management LLC.8,529$560K0.3%N/A0.005%
4/17/2024 CRA Financial Services LLC12,175$799K0.2%+22.7%0.007%
4/17/2024 Chemung Canal Trust Co.80,983$5.32M1.0%+9.3%0.044%
4/16/2024 Toth Financial Advisory Corp20,417$1.34M0.2%+49.7%0.011%
4/16/2024 Trust Co. of Virginia VA118,504$7.78M0.7%-0.3%0.065%
4/16/2024 Independence Bank of Kentucky1,339$88K0.0%-15.4%0.001%
4/16/2024 OneAscent Financial Services LLC16,092$1.06M0.1%-67.1%0.009%
4/16/2024 Stillwater Capital Advisors LLC16,520$1.09M0.2%-1.4%0.009%
4/16/2024 Atlantic Union Bankshares Corp3,416$224K0.0%-57.2%0.002%
4/16/2024 Register Financial Advisors LLC1,992$131K0.1%+303.2%0.001%
4/16/2024 Courier Capital LLC84,269$5.53M0.4%+9.3%0.046%
4/16/2024 Transform Wealth LLC9,183$603K0.1%-8.2%0.005%
4/16/2024 Investment Partners LTD.39,116$2.57M1.2%-2.5%0.021%
4/16/2024 IMZ Advisory Inc48,793$3.20M1.7%-2.8%0.027%
4/16/2024 Shulman DeMeo Asset Management LLC13,977$918K0.2%-13.2%0.008%
4/16/2024 Wealth Enhancement Advisory Services LLC146,471$9.62M0.0%+5.8%0.080%
4/16/2024 Franklin Street Advisors Inc. NC9,920$651K0.0%-1.8%0.005%
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4/15/2024 Agate Pass Investment Management LLC3,678$241K0.1%+7.2%0.002%
4/15/2024 Signet Financial Management LLC3,684$242K0.0%-38.9%0.002%
4/15/2024 Wealthcare Advisory Partners LLC15,476$1.02M0.0%+20.9%0.008%
4/15/2024 Corundum Group Inc.22,244$1.46M0.7%-1.2%0.012%
4/15/2024 Clarity Financial LLC119,922$7.87M1.2%-1.1%0.051%
4/15/2024 St. Johns Investment Management Company LLC3,162$208K0.1%-24.9%0.001%
4/15/2024 Key Client Fiduciary Advisors LLC56,608$3.72M2.0%+10.8%0.024%
4/15/2024 Sovereign Financial Group Inc.4,414$290K0.1%-26.8%0.002%
4/15/2024 AHL Investment Management Inc.9,112$598K0.5%+2.7%0.004%
4/15/2024 Brookstone Capital Management13,847$909K0.0%-16.2%0.006%
(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, 1,310 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Caisse DE Depot ET Placement DU Quebec ($324.20M), Harel Insurance Investments & Financial Services Ltd. ($256.22M), Wells Fargo & Company MN ($230.77M), LPL Financial LLC ($213.44M), Healthcare of Ontario Pension Plan Trust Fund ($211.46M), and Toronto Dominion Bank ($210.92M).Learn more on XLU's institutional investors.

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

Of the 1,167 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: Bank of Nova Scotia ($5.51M), Caisse DE Depot ET Placement DU Quebec ($5.50M), Toronto Dominion Bank ($4.58M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Migdal Insurance & Financial Holdings Ltd. ($3.70M), Envestnet Asset Management Inc. ($3.48M), and Granite Bay Wealth Management LLC ($3.20M).

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

Institutional investors have bought a total of 115,773,190 shares in the last 24 months. This purchase volume represents approximately $7.76B in transactions.

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

Of the 820 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: Prudential PLC ($7.48M), Barclays PLC ($5.01M), Bessemer Group Inc. ($3.79M), Migdal Insurance & Financial Holdings Ltd. ($2.82M), JPMorgan Chase & Co. ($2.66M), Healthcare of Ontario Pension Plan Trust Fund ($2.20M), and TD Asset Management Inc ($1.96M).

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

Institutional investors have sold a total of 67,231,142 shares in the last 24 months. This volume of shares sold represents approximately $4.50B in transactions.


This page (NYSEARCA:XLU) was last updated on 4/25/2024 by MarketBeat.com Staff

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