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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$42.21 +0.56 (+1.34%)
Closing price 04:10 PM Eastern
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$42.23 +0.02 (+0.05%)
As of 07:59 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)
1357
Total
Institutional Inflows
(last 12 months)
$5.94B
Number of
Institutional Sellers
(last 12 months)
454
Total
Institutional Outflows
(last 12 months)
$1.57B
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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
10/16/2026Guardian Asset Advisors LLC8,105$320K0.1%-12.1%0.001%
10/16/2026TD Waterhouse Canada Inc.37,423$1.49M0.0%-49.5%0.006%
10/16/2026Stronghold Wealth Management L.L.C.10,176$401K0.6%-24.2%0.002%
10/16/2026Peddock Capital Advisors LLC89,285$3.52M0.7%+14.8%0.015%
10/16/2026Cyndeo Wealth Partners LLC6,719$265K0.0%+23.2%0.001%
10/16/2026Surience Private Wealth LLC106,456$4.20M4.3%+482.2%0.018%
10/16/2026Chemistry Wealth Management LLC13,938$550K0.1%+9.0%0.002%
10/16/2026Milestone Asset Management LLC43,712$1.72M0.3%+406.5%0.008%
10/16/2026KOM Wealth Management Group LLC57,529$2.27M1.1%-5.3%0.010%
10/16/2026NFSG Corp2,792$110K0.0%+65.9%0.000%
10/16/2026Activest Wealth Management4,997$197K0.0%+25.9%0.001%
10/16/2026White Pine Investment CO17,560$693K0.1%+6.4%0.003%
10/15/2026Summit Financial Consulting LLC36,645$1.45M1.1%+5.4%0.006%
10/15/2026Whitener Capital Management Inc.5,521$218K0.0%-89.2%0.001%
10/15/2026R2 Capital Strategies LLC17,551$692K0.3%-3.7%0.003%
10/15/2026Uptown Financial Advisors LLC41,962$1.66M1.2%-23.2%0.007%
10/15/2026First Merchants Corp56,335$2.22M0.1%-0.9%0.010%
10/15/2026AdvisorNet Financial Inc15,006$626K0.0%-17.8%0.003%
10/15/2026Community Trust & Investment Co.622,814$24.56M1.2%+1.1%0.108%
10/15/2026Harrell Investment Partners LLC24,668$973K0.2%+6.5%0.004%
10/15/2026Blueline Advisors LLC91,770$3.62M2.6%-0.4%0.016%
10/15/2026Retirement Planning Co of New England Inc.12,011$474K0.2%+4.6%0.002%
10/15/2026Trust Co. of Oklahoma94,429$3.72M1.1%-3.4%0.016%
10/15/2026Turtle Creek Wealth Advisors LLC2,910$115K0.0%-18.8%0.001%
10/15/2026Purus Wealth Management LLC32,588$1.29M0.4%+4.4%0.006%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,476$413K0.0%-36.0%0.002%
10/15/2026Wall Capital Group Inc.9,428$372K0.3%-69.1%0.002%
10/15/2026HBW Advisory Services LLC18,298$722K0.1%-37.5%0.003%
10/15/2026B.A. Schrock Wealth Management Inc.6,511$258K0.1%N/A0.001%
10/15/2026ASL Financial LLC5,688$224K0.2%-22.0%0.001%
10/15/2026Ashurst Perkins Coie Trust Co151,680$5.98M1.0%+0.9%0.026%
10/15/2026Stapp Wealth Management Pllc33,975$1.34M1.7%N/A0.006%
10/15/2026Triangle Securities Wealth Management23,326$920K0.2%-1.9%0.004%
10/15/2026Hudock Inc.57,095$2.25M0.3%-5.9%0.010%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC16,717$659K0.0%-75.6%0.003%
10/15/2026Meridian Investment Counsel Inc.134,975$5.32M1.2%-14.9%0.023%
10/15/2026Godsey & Gibb Inc.6,605$260K0.0%-10.7%0.001%
10/14/2026Essex LLC34,721$1.37M0.2%+12.7%0.006%
10/14/2026Triumph Capital Management94,992$3.75M0.6%+5,461.6%0.016%
10/14/2026Fairfield Financial Advisors LTD10,872$429K0.2%N/A0.002%
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10/14/2026Lodestone Wealth Management LLC11,299$446K0.2%+9.3%0.002%
10/14/2026Waycross Investment Management Co149,339$5.89M5.1%+0.8%0.026%
10/14/2026Koa Wealth Management LLC79,996$3.16M2.1%+74.0%0.014%
10/14/2026First Citizens Bank & Trust Co.5,319$210K0.0%-78.2%0.001%
10/14/2026Focus Financial Network Inc.74,950$2.96M0.1%-10.8%0.013%
10/14/2026Stone Summit Wealth LLC23,330$920K0.3%-6.7%0.004%
10/14/2026Salem Investment Counselors Inc.19,567$772K0.0%+3.4%0.003%
10/14/2026Signal Advisors Wealth LLC33,086$1.31M0.1%+43.3%0.006%
10/14/20264WEALTH Advisors Inc.12,397$492K0.3%+16.5%0.002%
10/14/2026B. Riley Wealth Advisors Inc.90,738$3.58M0.1%-46.2%0.016%
10/14/2026Krilogy Financial LLC230,631$9.60M0.3%+13.5%0.040%
10/13/2026Mechanics Bank Trust Department37,950$1.50M0.2%-80.5%0.007%
10/13/2026Forvis Mazars Wealth Advisors LLC22,458$886K0.0%-74.6%0.004%
10/13/2026Courier Capital LLC95,008$3.75M0.7%-55.1%0.016%
10/13/2026Accel Wealth Management30,104$1.19M0.3%-3.1%0.005%
10/13/2026Contravisory Investment Management Inc.5,293$209K0.0%-36.4%0.001%
10/13/2026Financial Planning Hawaii Inc.65,974$2.60M1.4%-3.2%0.011%
10/13/2026McCollum Christoferson Group LLC51,775$2.04M0.3%+2.6%0.009%
10/13/2026Cooksen Wealth LLC20,821$862K0.5%+11.9%0.004%
10/13/2026Fragasso Financial Advisors Inc72,859$3.02M0.2%+2.6%0.013%
10/13/2026Terra Nova Asset Management LLC26,262$1.04M0.7%+2.5%0.005%
10/13/2026Value Investment Professionals LLC76,552$3.02M2.7%+11.3%0.013%
10/13/2026Avior Wealth Management LLC34,357$1.36M0.0%-50.2%0.006%
10/10/2026Sacks & Associates LLC63,649$2.51M1.8%N/A0.011%
10/10/2026Baron Financial Group LLC24,127$952K0.5%+8.6%0.004%
10/10/2026Armstrong Advisory Group Inc.189,576$7.48M0.5%+0.1%0.033%
10/10/2026Magnolia Capital Management Ltd.6,790$268K0.2%-8.7%0.001%
10/10/2026Sherry Group Inc.9,120$360K0.3%+31.0%0.002%
10/10/2026Valley Wealth Managers Inc.696$27K0.0%+54.0%0.000%
10/9/2026Mirador Capital Partners LP23,661$933K0.1%+3.1%0.004%
10/9/2026Biltmore Wealth Management LLC336,512$13.27M4.1%-15.1%0.059%
10/9/2026Sound Income Strategies LLC8,269$340K0.0%-5.8%0.001%
10/9/2026GK Wealth Management LLC7,434$293K0.2%-15.0%0.001%
10/9/2026Balefire LLC8,366$330K0.1%+9.1%0.001%
10/9/2026Bill Few Associates Inc.5,938$234K0.0%+14.3%0.001%
10/9/2026Bullock Wealth Management Group33,058$1.31M0.5%+2.4%0.006%
10/9/2026Avaii Wealth Management LLC6,940$276K0.1%-16.7%0.001%
10/9/2026Wedmont Private Capital6,759$278K0.0%-29.8%0.001%
10/9/2026CenterStar Asset Management LLC6,500$257K0.1%N/A0.001%
10/9/2026Vilga Financial Planning LLC8,786$347K0.2%+4.0%0.002%
10/9/2026Stableford Capital II LLC32,860$1.30M0.4%-2.4%0.006%
10/9/2026First Heartland Consultants Inc.5,255$207K0.0%-25.8%0.001%
10/9/2026Galvin Gaustad & Stein LLC268,805$10.60M0.8%-3.8%0.047%
10/8/2026Farther Finance Advisors LLC158,388$6.25M0.0%+24.1%0.028%
10/8/2026CoreCap Advisors LLC34,565$1.36M0.0%-21.8%0.006%
10/8/2026Titleist Asset Management LLC150,862$5.95M0.4%+210.4%0.027%
10/8/2026Toth Financial Advisory Corp137,330$5.42M0.5%-80.1%0.024%
10/8/2026City Center Advisors LLC38,032$1.50M1.1%+9.1%0.007%
10/8/2026Ayalon Insurance Comp Ltd.272,088$10.73M0.9%+16.2%0.048%
10/7/2026Venture Visionary Partners LLC46,584$1.84M0.0%+6.7%0.008%
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10/7/2026Rhodes Investment Advisors Inc. ADV10,380$409K0.3%-55.8%0.002%
10/7/2026Wealth Enhancement Trust Services Inc.13,393$528K0.1%-38.0%0.002%
10/7/2026Rye Brook Capital LLC165,720$6.54M4.2%+5.5%0.029%
10/7/2026North Point Portfolio Managers Corp OH820$32K0.0%N/A0.000%
10/7/2026Kwmg LLC266,672$10.52M0.8%+7.9%0.047%
10/7/2026Lake Hills Wealth Management LLC292,401$11.53M5.3%N/A0.052%
10/7/2026American National Bank & Trust4,050$160K0.0%+52.9%0.001%
10/6/2026Bangor Savings Bank8,208$324K0.0%-54.5%0.002%
10/6/2026Bank of New Hampshire3,436$136K0.0%-9.6%0.001%
10/6/2026Colton Groome Financial Advisors LLC46,523$1.84M0.4%-3.1%0.009%


XLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,736 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 ($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 138,009,683 shares in the last 24 months. This purchase volume represents approximately $5.94B in transactions.

Of the 449 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 35,491,572 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.


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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 10/16/2026. New 13F filings are added each quarter as they're published.
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