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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$45.68 -0.61 (-1.32%)
Closing price 07/27/2026 04:10 PM Eastern
Extended Trading
$45.70 +0.02 (+0.04%)
As of 07/27/2026 07:59 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.
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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)
1376
Total
Institutional Inflows
(last 12 months)
$6.44B
Number of
Institutional Sellers
(last 12 months)
518
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
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%
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%
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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%
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%
7/9/2026 Private Wealth Group LLC27,414$1.24M0.5%-1.3%0.005%
7/8/2026 AAFMAA Wealth Management & Trust LLC91,529$4.15M1.4%+5.7%0.018%
7/8/2026 Kwmg LLC247,169$11.21M0.8%+4.7%0.048%
7/8/2026 MFG Wealth Management Inc.85,390$3.87M2.8%+4.7%0.016%
7/8/2026 Teamwork Financial Advisors LLC11,402$517K0.0%+10.4%0.002%
7/8/2026 TrueWealth Advisors LLC13,918$631K0.1%+1.7%0.003%
7/8/2026 Community Trust & Investment Co.615,910$27.93M1.4%-0.4%0.119%
7/8/2026 FNY Investment Advisers LLC4,100$185K0.1%N/A0.001%
7/8/2026 Brave Asset Management Inc.76,334$3.46M0.7%+4.9%0.015%
7/8/2026 Apella Capital LLC37,983$1.74M0.0%-3.0%0.007%
7/8/2026 Evanson Financial LLC13,226$600K0.0%N/A0.003%
7/8/2026 Eclectic Associates Inc. ADV9,834$446K0.1%-2.6%0.002%
7/8/2026 IMZ Advisory Inc160,802$7.29M2.3%+5.2%0.031%
7/7/2026 First Citizens Financial Corp5,908$268K0.1%+27.4%0.001%
7/7/2026 Post Resch Tallon Group Inc.5,400$245K0.2%-5.3%0.001%
7/7/2026 Bill Few Associates Inc.5,193$235K0.0%-16.2%0.001%
7/7/2026 Mechanics Bank Trust Department48,886$2.22M0.3%-4.5%0.009%
7/7/2026 Trust Asset Management LLC342,678$15.54M1.1%+0.8%0.066%
7/7/2026 Madison Park Capital Advisors LLC176,015$7.98M4.2%+4.5%0.034%
7/7/2026 Mirador Capital Partners LP22,957$1.04M0.1%+1.3%0.004%
7/7/2026 Balefire LLC7,666$348K0.1%-24.3%0.001%
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7/7/2026 Dynamic Advisor Solutions LLC132,712$6.02M0.2%-2.9%0.026%
7/7/2026 GK Wealth Management LLC8,744$396K0.2%N/A0.002%
7/7/2026 GAMMA Investing LLC6,462$293K0.0%+4.4%0.001%
7/7/2026 Avior Wealth Management LLC57,985$2.63M0.1%+5.5%0.011%
7/7/2026 Value Investment Professionals LLC68,757$3.12M2.7%N/A0.013%
7/7/2026 CoreCap Advisors LLC44,200$2.00M0.1%-77.2%0.009%
7/7/2026 City Center Advisors LLC34,858$1.58M1.3%-10.6%0.007%
7/7/2026 Moulton Wealth Management Inc.17,979$806K0.5%N/A0.004%
7/7/2026 Howard Financial Services LTD.7,346$333K0.0%N/A0.001%
7/6/2026 Bangor Savings Bank8,145$369K0.0%+9.7%0.002%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,727 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 1,646 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 150,555,175 shares in the last 24 months. This purchase volume represents approximately $6.44B in transactions.

Of the 518 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 38,000,979 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 7/28/2026 by MarketBeat.com Staff.
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