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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$45.70 +0.40 (+0.88%)
Closing price 04:10 PM Eastern
Extended Trading
$45.70 +0.00 (+0.00%)
As of 07:57 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)
1394
Total
Institutional Inflows
(last 12 months)
$6.50B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$1.68B
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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
7/7/2026GK Wealth Management LLC8,744$396K0.2%N/A0.002%
7/7/2026GAMMA Investing LLC6,462$293K0.0%+4.4%0.001%
7/7/2026Avior Wealth Management LLC57,985$2.63M0.1%+5.5%0.011%
7/7/2026Value Investment Professionals LLC68,757$3.12M2.7%N/A0.013%
7/7/2026 CoreCap Advisors LLC44,200$2.00M0.1%-77.2%0.009%
7/7/2026City Center Advisors LLC34,858$1.58M1.3%-10.6%0.007%
7/7/2026Moulton Wealth Management Inc.17,979$806K0.5%N/A0.004%
7/7/2026Howard Financial Services LTD.7,346$333K0.0%N/A0.001%
7/6/2026 Bangor Savings Bank8,145$369K0.0%+9.7%0.002%
7/6/2026 Stableford Capital II LLC33,671$1.53M0.5%-9.0%0.007%
7/6/2026 Vigilare Wealth Management14,077$638K0.2%-15.7%0.003%
7/6/2026 Boltwood Capital Management19,928$904K0.2%-7.5%0.004%
7/6/2026 Trilogy Capital Inc.558,816$25.34M1.0%+56.9%0.109%
7/2/2026 MassMutual Private Wealth & Trust FSB582$26K0.0%-73.1%0.000%
7/2/2026 CX Institutional38,537$1.75M0.1%-88.9%0.007%
6/12/2026S&A Financial Services Inc.12,952$594K0.4%N/A0.003%
6/3/2026DV Trading LLC58,000$2.66M0.1%+9,780.7%0.011%
6/3/2026Parallel Advisors LLC38,818$1.78M0.0%+8.0%0.008%
6/3/2026NewEdge Advisors LLC421,475$19.34M0.1%+15.0%0.082%
6/1/2026Flagship Wealth Advisors LLC2,535$116K0.0%-50.0%0.000%
6/1/2026Foguth Wealth Management LLC.311,162$13.82M1.7%-12.2%0.061%
6/1/2026Keel Point LLC23,830$1.09M0.1%+9.4%0.005%
5/28/2026Cozad Asset Management Inc.6,670$306K0.0%+8.1%0.001%
5/28/2026Maripau Wealth Management LLC11,119$510K0.2%+5.7%0.002%
5/27/2026Security Financial Services INC.9,894$454K0.1%+10.7%0.002%
5/26/2026Axiom Investment Management LLC83,518$3.83M2.9%N/A0.016%
5/22/2026WNY Asset Management LLC421,238$19.33M2.0%N/A0.082%
5/22/2026Independent Wealth Advisors LLC6,108$280K0.3%+19.3%0.001%
5/22/2026Verus Capital Partners LLC14,139$649K0.0%-3.8%0.003%
5/21/2026Vestor Capital LLC970$45K0.0%+41.2%0.000%
5/20/2026SHUTTLEWORTH & Co50,512$2.32M2.1%+1.7%0.010%
5/20/2026January Capital Advisors LLC11,736$539K0.7%N/A0.002%
5/20/2026Arete Wealth Advisors LLC111,403$5.11M0.3%+188.8%0.022%
5/20/2026SOA Wealth Advisors LLC.968$44K0.0%+287.2%0.000%
5/20/2026Leigh Baldwin & CO. LLC6,021$276K0.2%-11.4%0.001%
5/19/2026Mascagni Wealth Management Inc.8,820$405K0.3%-10.3%0.002%
5/19/2026Cim Investment Management Inc.70,539$3.24M0.9%-0.5%0.014%
5/19/2026NewEdge Advisors LLC336,438$15.44M0.3%-8.2%0.065%
5/19/2026Bank of America Corp DE28,041,814$1.29B0.1%+3.9%5.456%
5/19/2026Wilson & Boucher Capital Management LLC62,263$2.86M1.9%+2.8%0.012%
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5/19/2026Strait & Sound Wealth Management LLC15,624$717K0.3%+4.9%0.003%
5/19/2026Edgestream Partners L.P.26,686$1.23M0.0%-26.9%0.005%
5/19/2026Chesapeake Wealth Management22,506$1.03M0.3%-3.3%0.004%
5/19/2026Centaurus Financial Inc.185,259$8.50M0.4%-9.4%0.036%
5/19/2026Arkadios Wealth Advisors89,548$4.11M0.1%+2.7%0.017%
5/19/2026Arete Wealth Advisors LLC111,403$5.11M0.4%+188.8%0.022%
5/18/2026Sunbelt Securities Inc.5,087$233K0.0%-6.9%0.001%
5/18/2026Constant Guidance Financial LLC4,600$211K0.1%N/A0.001%
5/18/2026Electron Capital Partners LLC1,240,257$56.92M2.2%N/A0.241%
5/18/2026Estate Counselors LLC161,218$7.40M0.7%+30.7%0.031%
5/16/2026KCM Investment Advisors LLC299,701$13.75M0.5%+7.6%0.058%
5/16/2026Measured Risk Portfolios Inc.7,369$338K0.4%-8.9%0.001%
5/16/2026Quantinno Capital Management LP97,765$4.49M0.0%+17.0%0.019%
5/15/2026Gateway Wealth Partners LLC118,957$5.46M0.2%+592.5%0.023%
5/15/2026Wealth Watch Advisors INC18,412$845K0.4%+6,669.1%0.004%
5/15/2026Blue Chip Partners LLC4,992$229K0.0%-45.5%0.001%
5/15/2026Cypress Capital Group25,590$1.17M0.1%-9.7%0.005%
5/15/2026Everest Financial Group LLC33,242$1.53M0.3%N/A0.006%
5/15/2026Valence8 US LP62,955$2.89M1.0%-50.8%0.012%
5/15/2026Waverly Advisors LLC354,267$16.26M0.1%+44.1%0.069%
5/15/2026Unisphere Establishment340,000$15.60M0.1%N/A0.066%
5/15/2026Vivaldi Capital Management LP13,215$606K0.1%-5.6%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund161,733$7.42M0.0%-87.6%0.031%
5/14/2026Renaissance Technologies LLC703,900$32.30M0.1%+305.0%0.137%
5/14/2026Gamco Investors INC. ET AL121,661$5.58M0.1%+0.3%0.024%
5/14/2026Hilltop Holdings Inc.39,218$1.80M0.2%-52.4%0.008%
5/14/2026Aristides Capital LLC48,308$2.22M0.4%+14.5%0.009%
5/14/2026Compound Planning Inc.10,833$497K0.0%-43.6%0.002%
5/14/2026Modern Wealth Management LLC360,481$16.62M0.3%+21.8%0.070%
5/14/2026Bank of Nova Scotia134,642$6.18M0.0%+50.6%0.026%
5/14/2026Sei Investments Co.43,679$2.00M0.0%N/A0.008%
5/14/2026MWA Asset Management17,188$789K0.4%-2.6%0.003%
5/14/2026Lido Advisors LLC390,723$17.93M0.1%-15.3%0.076%
5/13/2026Cetera Investment Advisers2,949,282$135.34M0.1%+5.1%0.574%
5/13/2026Wealthspire Retirement LLC34,296$1.57M0.1%+3.9%0.007%
5/13/2026Mizuho Markets Cayman LP10,590$486K0.0%-38.4%0.002%
5/13/2026Dynamic Wealth Strategies LLC12,196$560K0.3%+17.6%0.002%
5/13/2026Measured Wealth Private Client Group LLC134,064$6.15M1.7%-5.4%0.026%
5/13/2026Signature Equity Partners LLC2,128$98K0.1%+16.0%0.000%
5/13/2026NewEdge Wealth LLC33,624$1.54M0.0%+17.7%0.007%
5/13/2026Petra Financial Advisors Inc.10,180$467K0.3%+107.5%0.002%
5/13/2026First Citizens Bank & Trust Co.8,500$390K0.0%-23.3%0.002%
5/13/2026First Trust Advisors LP24,435$1.12M0.0%-6.7%0.005%
5/12/2026CacheTech Inc.70,473$3.23M0.6%+3.5%0.014%
5/12/2026Bellwether Advisors LLC59,119$2.71M0.5%N/A0.012%
5/8/2026PNC Financial Services Group Inc.746,970$34.28M0.0%+0.1%0.145%
5/8/2026CVS HEALTH Corp25,000$1.15M0.5%N/A0.005%
5/8/2026Cassaday & Co Wealth Management LLC1,010$46K0.0%N/A0.000%
5/8/2026Rice Partnership LLC770$35K0.0%+92.5%0.000%
5/8/2026MWA Asset Management17,188$789K0.4%-2.6%0.003%
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5/8/2026Johnson Financial Group Inc.13,927$639K0.0%+53,465.4%0.003%
5/7/2026Florida Financial Advisors LLC50,533$2.32M0.6%+10.2%0.010%
5/7/2026Swan Global Investments LLC123,494$5.67M0.2%-22.6%0.024%
5/7/2026AlTi Global Inc.4,462$205K0.0%N/A0.001%
5/7/2026Basepoint Wealth LLC123,420$5.66M3.2%N/A0.024%
5/7/2026Hamel Associates Inc.87,785$4.03M1.1%+0.8%0.017%
5/7/2026Balefire LLC10,132$465K0.1%-17.4%0.002%
5/7/2026Parallel Advisors LLC38,818$1.78M0.0%+8.0%0.008%
5/7/2026Greenwood Gearhart LLC436,177$20.02M1.1%+4.6%0.085%
5/7/2026Financial Discovery Group Inc.65,518$3.01M7.0%N/A0.013%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,732 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 1,652 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 152,031,892 shares in the last 24 months. This purchase volume represents approximately $6.50B in transactions.

Of the 558 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 38,669,762 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.


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This page (NYSEARCA:XLU) was last updated on 7/7/2026 by MarketBeat.com Staff.
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