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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$45.22 -0.50 (-1.08%)
As of 01:25 PM Eastern
This is a fair market value 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)
1397
Total
Institutional Inflows
(last 12 months)
$6.56B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$1.86B
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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
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%
5/7/2026Hanseatic Management Services Inc.50,810$2.33M2.2%N/A0.010%
5/7/2026Spartan Wealth Advisory Services LLC7,525$345K0.0%N/A0.001%
5/7/2026Tandem Wealth Advisors LLC16,446$755K0.3%+2.1%0.003%
5/7/2026Crescent Grove Advisors LLC5,235$240K0.0%-7.4%0.001%
5/6/2026German American Bancorp Inc.473,533$21.73M1.9%+6.5%0.092%
5/6/2026Audent Global Asset Management LLC22,600$1.04M1.1%-54.5%0.004%
5/6/2026Quadrant Private Wealth Management LLC9,394$431K0.1%+8.5%0.002%
5/6/2026Bartlett & CO. Wealth Management LLC6,001$278K0.0%+8.5%0.001%
5/6/2026Ranch Capital Advisors Inc.80,252$3.68M1.3%+1.6%0.016%
5/6/2026Centennial Bank AR 26,005$1.19M0.4%+4.9%0.005%
5/6/2026Simon Quick Advisors LLC18,207$836K0.0%+78.9%0.004%
5/6/2026John G Ullman & Associates Inc.18,114$831K0.1%-13.4%0.004%
5/6/2026Modera Wealth Management LLC54,385$2.50M0.0%-3.3%0.011%
5/6/2026Townsend Asset Management Corp NC ADV3,938$181K0.1%+78.3%0.001%
5/6/2026Assetmark Inc.389,356$17.87M0.0%-12.5%0.076%
5/6/2026NovaPoint Capital LLC14,107$647K0.2%+33.9%0.003%
5/6/2026PeakShares LLC35,768$1.64M1.5%+2.9%0.007%
5/6/2026Main Street Group LTD698$32K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.1,970,391$90.42M0.1%+2.3%0.383%
5/6/2026 SteelPeak Wealth LLC252,056$11.57M0.4%N/A0.049%
5/6/2026 Independent Financial Group LLC110,824$5.09M0.2%N/A0.022%
5/6/2026 Prosperity Consulting Group LLC103,434$4.75M0.2%-2.0%0.020%
5/6/2026 Helium Advisors LLC4,408$202K0.2%N/A0.001%
5/5/2026 Quartz Partners LLC6,083$279K0.1%-69.3%0.001%
5/5/2026 Noesis Capital Mangement Corp14,624$671K0.1%-9.4%0.003%
5/5/2026 Lane Brothers & Co. Inc.43,457$1.99M1.5%+15.0%0.008%
5/5/2026 Vectors Research Management LLC114,872$5.27M1.5%-16.0%0.022%
5/5/2026 Rockport Wealth LLC149,261$6.85M1.2%+114.1%0.029%
5/5/2026 Wealthfront Advisers LLC111,743$5.13M0.0%+40.3%0.022%
5/5/2026 D.A. Davidson & CO.100,722$4.62M0.0%+4.3%0.020%
5/5/2026 Bank of New York Mellon Corp50,617$2.32M0.0%-47.8%0.010%
5/5/2026 Sherman Asset Management Inc.3,040$140K0.1%+32.5%0.001%
5/5/2026 Collaborative Wealth Managment Inc.13,616$625K0.3%-61.1%0.003%
5/5/2026 Geneos Wealth Management Inc.86,915$3.99M0.1%+80.9%0.017%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.675,005$30.97M0.2%-89.1%0.131%
5/5/2026 NFSG Corp2,869$132K0.0%-8.1%0.001%
5/5/2026 Signet Financial Management LLC9,624$442K0.0%+9.6%0.002%
5/5/2026 Sanctuary Advisors LLC383,567$17.60M0.1%-16.5%0.075%
5/5/2026 Sigma Planning Corp188,952$8.67M0.2%+9.0%0.037%
5/5/2026 Cornerstone Advisory LLC9,050$415K0.0%-3.5%0.002%
5/5/2026 1ST Source Bank50,750$2.33M0.1%+40.7%0.010%
5/5/2026 First National Bank of Hutchinson4,852$223K0.1%-29.7%0.001%
5/5/2026 Avantax Planning Partners Inc.8,404$386K0.0%-9.9%0.002%
5/4/2026 AMG National Trust Bank86,955$3.99M0.1%+34.2%0.017%
5/4/2026 Retirement Planning Group LLC7,979$366K0.0%+31.0%0.002%
5/4/2026 Legacy Capital Group California Inc.4,485$206K0.1%N/A0.001%
5/4/2026 Evernest Financial Advisors LLC34,316$1.59M0.3%+6.9%0.007%
5/4/2026 Objective Capital Management LLC17,632$809K0.8%-10.6%0.003%
5/4/2026 Bryn Mawr Trust Advisors LLC11,886$545K0.0%-6.7%0.002%
5/4/2026 WJ Financial Advisors LLC47,898$2.20M1.8%+10.5%0.009%
5/4/2026 HBW Advisory Services LLC30,779$1.41M0.1%+26.5%0.006%
5/4/2026 Chicago Partners Investment Group LLC23,396$1.05M0.0%+4.7%0.005%
5/4/2026 One Wealth Map LLC105,006$4.89M2.2%-2.7%0.020%
5/4/2026 J. Safra Sarasin Holding AG36,759$1.69M0.0%+5.1%0.007%
5/2/2026 CAP Partners LLC12,392$569K0.3%+2.5%0.002%
5/2/2026 International Assets Investment Management LLC39,500$1.82M0.0%-4.7%0.008%
5/2/2026 Anchor Investment Management LLC3,817$175K0.0%+41.1%0.001%
5/2/2026 Associated Banc Corp73,184$3.36M0.1%-1.1%0.014%
5/2/2026 Diversify Wealth Management LLC45,639$2.09M0.0%+108.6%0.009%
5/2/2026 Valmark Advisers Inc.134,937$6.19M0.1%+27.8%0.026%
5/2/2026 Pittenger & Anderson Inc.9,380$430K0.0%-6.9%0.002%
5/2/2026 AF Advisors Inc.4,450$204K0.1%N/A0.001%
5/1/2026 Kaizen Financial Strategies5,778$268K0.1%+5.8%0.001%
5/1/2026 Riverview Trust Co1,800$83K0.1%-25.0%0.000%
5/1/2026 Citizens Financial Group Inc. RI39,386$1.81M0.0%-6.5%0.008%
5/1/2026 Fifth Third Bancorp307,612$14.12M0.0%+193.8%0.060%
5/1/2026 Sovran Advisors LLC15,794$740K0.1%+33.2%0.003%
5/1/2026 American Trust9,231$424K0.0%-8.8%0.002%
5/1/2026 S. R. Schill & Associates52,815$2.42M1.6%-44.4%0.010%
5/1/2026 Simplicity Wealth LLC44,290$2.03M0.1%-9.8%0.009%
5/1/2026 Sequoia Financial Advisors LLC87,625$4.02M0.0%-10.3%0.017%
5/1/2026 Corrado Advisors LLC52,592$2.41M1.3%-0.7%0.010%
4/30/2026 Hsbc Holdings PLC22,675$1.04M0.0%-1.8%0.004%
4/30/2026 Roman Butler Fullerton & Co.5,755$269K0.1%+10.8%0.001%
4/30/2026 Griffin Asset Management Inc.5,665$260K0.0%N/A0.001%
4/30/2026 Beacon Financial Group7,778$357K0.0%+5.9%0.001%
4/30/2026 ATX Financial Planning LLC32,856$1.51M1.1%+210.1%0.006%
4/30/2026 Mosaic Family Wealth Partners LLC16,370$751K0.1%N/A0.003%
4/30/2026 Kestra Advisory Services LLC650,398$29.85M0.1%+21.7%0.124%
4/30/2026 Money Concepts Capital Corp63,896$2.93M0.2%-22.0%0.012%
4/30/2026 Demars Financial Group LLC7,301$335K0.1%-6.0%0.001%
4/30/2026 Cooksen Wealth LLC19,156$879K0.6%+3.7%0.004%
4/30/2026 First Interstate Bank173,785$7.98M0.4%-3.2%0.033%
4/30/2026 Greenwood Capital Associates LLC32,808$1.51M0.2%-57.8%0.006%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA127,610$5.86M1.6%-2.3%0.024%
4/29/2026 Southern Capital Services Inc. ADV60,665$2.78M1.8%-3.2%0.012%
4/29/2026 Penobscot Investment Management Company Inc.6,920$318K0.0%-16.8%0.001%
4/29/2026 Axxcess Wealth Management LLC47,315$2.17M0.1%-8.6%0.009%
4/29/2026 Broussard Financial Group LLC121,839$5.59M4.5%+2.0%0.023%
4/29/2026 Childress Capital Advisors LLC7,887$362K0.1%-35.2%0.002%
4/29/2026 Montag A & Associates Inc.89,880$4.13M0.2%+42.3%0.017%
4/29/2026 Koa Wealth Management LLC45,962$2.11M1.5%+5.0%0.009%
4/29/2026 Meitav Investment House Ltd.3,452,577$158.44M1.7%+33.8%0.658%
4/29/2026 United Asset Strategies Inc.13,205$606K0.0%-34.5%0.003%
4/29/2026 Clare Market Investments LLC76,673$3.52M0.7%N/A0.015%
4/29/2026 Advance Capital Management Inc.7,434$341K0.0%+3.0%0.001%
4/29/2026 Signet Private Wealth LLC16,240$745K0.7%N/A0.003%
4/29/2026 Integrated Advisors Network LLC38,406$1.76M0.1%-30.7%0.007%


XLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLU shares?

During the previous two years, 1,722 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were 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), Migdal Insurance & Financial Holdings Ltd. ($386.46M), and Envestnet Asset Management Inc. ($306.28M).Learn more on Utilities Select Sector SPDR Fund's institutional investors.

What percentage of Utilities Select Sector SPDR Fund's stock is owned by 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.

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

Of the 1,642 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).

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

Institutional investors have bought a total of 154,370,802 shares in the last 24 months. This purchase volume represents approximately $6.56B in transactions.

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

Of the 580 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), JPMorgan Chase & Co. ($4.59M), Demars Financial Group LLC ($4.20M), Laurel Wealth Advisors LLC ($2.30M), and Menora Mivtachim Holdings LTD. ($1.15M).

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

Institutional investors have sold a total of 43,718,771 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


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This page (NYSEARCA:XLU) was last updated on 5/7/2026 by MarketBeat.com Staff.
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