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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$43.08 +0.05 (+0.12%)
As of 09/4/2026 04:10 PM Eastern
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)
1342
Total
Institutional Inflows
(last 12 months)
$5.91B
Number of
Institutional Sellers
(last 12 months)
444
Total
Institutional Outflows
(last 12 months)
$1.48B
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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
8/27/2026 Corient Private Wealth LP329,766$14.95M0.0%-1.9%0.064%
8/27/2026 Tucker Asset Management LLC13,236$600K0.1%-88.6%0.003%
8/23/2026 Hyundai Investments Co. Ltd.13,677$629K0.7%+81.3%0.003%
8/23/2026 Ameritas Advisory Services LLC84,064$3.81M0.1%+170.1%0.016%
8/23/2026 Straight Path Wealth Management5,234$237K0.1%N/A0.001%
8/23/2026 Kintra Wealth LLC26,012$1.15M0.1%-14.7%0.005%
8/23/2026 Passaic Partners LLC421,077$19.09M1.4%+12.1%0.081%
8/23/2026 Operose Advisors LLC2,771$126K0.0%-44.6%0.001%
8/23/2026 HB Wealth Management LLC39,810$1.81M0.0%+34.3%0.008%
8/23/2026 Northeast Planning Associates INC. NH6,916$314K0.2%-3.3%0.001%
8/23/2026 Nvest Financial LLC29,120$1.32M0.4%-2.8%0.006%
8/23/2026 Asset Allocation Strategies LLC34,720$1.57M0.2%+1.4%0.007%
8/23/2026 Angeles Wealth Management LLC3,200$145K0.0%+166.7%0.001%
8/22/2026 Compass Financial Management LLC50,733$2.28M0.3%N/A0.010%
8/22/2026 NBH Bank7,797$354K0.1%N/A0.002%
8/22/2026 AlphaGrep UK Ltd4,790$217K0.1%N/A0.001%
8/22/2026 Shah Wealth Advisors LLC7,803$354K0.1%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC119,514$5.42M1.9%N/A0.023%
8/22/2026 Highland Investment Advisors LLC3,588$163K0.1%N/A0.001%
8/22/2026 Strive Financial Group LLC3,765$171K0.1%-55.9%0.001%
8/22/2026 Comprehensive Financial Planning Inc. PA12,855$583K0.3%+12.6%0.002%
8/22/2026 NWF Advisory Services Inc.7,318$332K0.0%-3.3%0.001%
8/22/2026 Syon Capital LLC78,322$3.55M0.2%+3.2%0.015%
8/22/2026 TD Waterhouse Canada Inc.74,048$3.31M0.0%-34.5%0.014%
8/22/2026 Premier Path Wealth Partners LLC40,125$1.82M0.2%-5.0%0.008%
8/22/2026 Concurrent Investment Advisors LLC424,299$19.24M0.2%+13.9%0.082%
8/21/2026 Retireful LLC45,467$2.06M2.0%-6.1%0.009%
8/21/2026 Waycross Investment Management Co148,143$6.72M3.9%+4.6%0.029%
8/21/2026 Round Rock Advisors LLC131,792$5.98M0.8%+4.3%0.026%
8/21/2026 MBA Advisors LLC9,118$413K0.1%+25.4%0.002%
8/21/2026 Live Oak Private Wealth LLC4,883$221K0.0%N/A0.001%
8/21/2026 Lionsbridge Wealth Management LLC37,300$1.69M1.5%-4.2%0.007%
8/21/2026 Secure Asset Management LLC54,205$2.46M0.4%+7.5%0.010%
8/21/2026 Clarus Wealth Advisors51,206$2.32M0.8%+11.7%0.010%
8/21/2026 Independence Bank of Kentucky5,672$257K0.0%+7.2%0.001%
8/21/2026 Vanguard Capital Wealth Advisors12,300$558K0.4%N/A0.002%
8/21/2026 Rinkey Investments14,975$679K0.2%-7.5%0.003%
8/20/2026 Proficio Capital Partners LLC149,835$6.79M0.2%+110.4%0.029%
8/20/2026 Nwam LLC26,000$1.18M0.1%+3.4%0.005%
8/20/2026 Cavalier Investments LLC24,727$1.12M0.0%-91.2%0.005%
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8/20/2026 CMH Wealth Management LLC146,716$6.65M1.0%+8.4%0.028%
8/20/2026 Strategic Advisors LLC11,485$521K0.1%-4.3%0.002%
8/20/2026 CTC Alternative Strategies Ltd.73,519$3.33M4.9%N/A0.014%
8/20/2026 Rothschild Capital Partners LLC226,915$10.41M2.6%+17.3%0.044%
8/20/2026 Quantitative Investment Management LLC188,006$8.52M0.9%N/A0.036%
8/20/2026 Benjamin Edwards Inc.148,266$6.72M0.1%-9.5%0.029%
8/20/2026 GTS Securities LLC159,007$7.21M0.2%-66.7%0.031%
8/20/2026 Flputnam Investment Management Co.7,480$339K0.0%-8.0%0.001%
8/20/2026 Wedbush Securities Inc.118,069$5.35M0.1%-4.3%0.023%
8/20/2026 Rational Advisors Inc.905,679$41.06M3.8%-1.9%0.175%
8/20/2026 Okabena Investment Services Inc.12,173$552K0.1%+2.3%0.002%
8/19/2026 Ferguson Wellman Capital Management Inc.5,576$253K0.0%-9.9%0.001%
8/19/2026 Wellington Management Group LLP945,995$42.89M0.0%N/A0.183%
8/15/2026 Caisse de depot et placement du Quebec219,802$9.97M0.0%-83.8%0.043%
8/15/2026 Invst LLC4,784$217K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME 2,300$104K0.0%N/A0.000%
8/14/2026 Arkos Global Advisors355,959$16.14M1.9%+6.6%0.069%
8/14/2026 Ancora Advisors LLC2,688$122K0.0%-48.2%0.001%
8/14/2026 WFA of San Diego LLC5,668$250K0.2%-10.8%0.001%
8/14/2026 Laura & John Arnold Foundation893,779$40.52M12.3%-78.7%0.173%
8/14/2026 Fiduciary 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%
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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%
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%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,726 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 1,648 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 137,143,842 shares in the last 24 months. This purchase volume represents approximately $5.91B in transactions.

Of the 444 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 33,316,589 shares in the last 24 months. This volume of shares sold represents approximately $1.48B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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