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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$76.43 +1.20 (+1.60%)
(As of 12/20/2024 05:40 PM ET)
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Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Number of
Institutional Buyers
(last 12 months)
802
Total
Institutional Inflows
(last 12 months)
$4.37B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
12/16/2024 SMART Wealth LLC29,434$2.38M0.9%+55.9%0.016%
12/13/2024 B. Riley Wealth Advisors Inc.166,168$13.49M0.4%+40.0%0.092%
12/3/2024 Rivernorth Capital Management LLC50,000$4.04M0.2%+54.7%0.028%
12/2/2024 Capasso Planning Partners LLC13,337$1.08M0.3%+43.7%0.007%
11/26/2024 Asset Advisors Investment Management LLC17,551$1.42M0.1%+44.6%0.010%
11/26/2024 Peapack Gladstone Financial Corp111,140$8.98M0.1%+4.2%0.062%
11/25/2024 Synovus Financial Corp53,662$4.34M0.1%+92.9%0.030%
11/25/2024 Cim Investment Management Inc.35,832$2.90M0.9%-1.7%0.020%
11/25/2024 Wilmington Savings Fund Society FSB4,816$389K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC34,547$2.79M0.1%+37.2%0.019%
11/25/2024 Sanctuary Advisors LLC108,419$8.83M0.1%-16.0%0.060%
11/25/2024 Pine Valley Investments Ltd Liability Co9,451$763K0.0%+32.7%0.005%
11/22/2024 Fulcrum Equity Management11,838$956K0.8%+69.0%0.007%
11/20/2024 Virtu Financial LLC125,243$10.12M0.6%N/A0.070%
11/18/2024 Soltis Investment Advisors LLC6,419$519K0.1%-18.1%0.004%
11/18/2024 Rehmann Capital Advisory Group7,402$598K0.0%-2.9%0.004%
11/18/2024 Hobbs Group Advisors LLC2,937$237K0.1%-13.6%0.002%
11/18/2024 Virtue Capital Management LLC88,355$7.14M1.4%+213.5%0.049%
11/18/2024 Fortem Financial Group LLC24,467$1.98M0.8%N/A0.014%
11/18/2024 Asset Allocation Strategies LLC50,213$4.06M1.2%-21.3%0.028%
11/18/2024 Toronto Dominion Bank1,369,895$110.66M0.2%-8.7%0.762%
11/18/2024 Wilson & Boucher Capital Management LLC30,820$2.49M1.7%-0.5%0.017%
11/18/2024 Coldstream Capital Management Inc.1,010,539$81.63M1.8%+76.7%0.562%
11/18/2024 Strait & Sound Wealth Management LLC5,148$416K0.2%-63.3%0.003%
11/15/2024 MidWestOne Financial Group Inc.47,466$3.83M0.5%+54.9%0.026%
11/15/2024 Greenwood Gearhart Inc.197,491$15.95M1.3%+10.0%0.110%
11/15/2024 High Falls Advisors Inc5,187$419K0.1%+13.2%0.003%
11/15/2024 M&T Bank Corp37,511$3.03M0.0%+47.9%0.021%
11/15/2024 Nabity Jensen Investment Management Inc3,493$282K0.2%N/A0.002%
11/15/2024 Continuum Advisory LLC4,042$316K0.0%+17.6%0.002%
11/15/2024 LRI Investments LLC2,424$189K0.0%-29.6%0.001%
11/15/2024 Nomura Asset Management Co. Ltd.2,593$209K0.0%N/A0.001%
11/15/2024 Glass Jacobson Investment Advisors llc18,069$1.46M0.5%-2.1%0.010%
11/15/2024 MML Investors Services LLC287,576$23.23M0.1%+57.9%0.160%
11/15/2024 Laraway Financial Advisors Inc20,464$1.65M1.3%-2.2%0.011%
11/15/2024 Main Management LLC234,400$18.94M1.6%-1.0%0.130%
11/15/2024 Main Management Fund Advisors LLC813,000$65.67M11.3%+8.4%0.452%
11/15/2024 Orion Portfolio Solutions LLC146,148$11.81M0.3%+15.5%0.081%
11/15/2024 National Bank of Canada FI25,038$2.02M0.0%-15.6%0.014%
11/15/2024 Glen Eagle Advisors LLC3,150$254K0.0%+13.9%0.002%
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11/15/2024 EP Wealth Advisors LLC49,638$4.01M0.0%+1.6%0.028%
11/15/2024 Kovitz Investment Group Partners LLC111,680$8.99M0.1%+9.0%0.062%
11/15/2024 Wellington Management Group LLP17,378$1.40M0.0%N/A0.010%
11/15/2024 Texas Capital Bank Wealth Management Services Inc3,208$259K0.0%-27.8%0.002%
11/15/2024 Stifel Financial Corp840,496$67.90M0.1%+32.0%0.468%
11/15/2024 SYM FINANCIAL Corp35,000$2.83M0.4%N/A0.019%
11/15/2024 Quantinno Capital Management LP13,460$1.09M0.0%+9.5%0.007%
11/15/2024 Rivernorth Capital Management LLC50,000$4.04M0.2%+54.7%0.028%
11/15/2024 Resurgent Financial Advisors LLC4,623$373K0.2%-58.0%0.003%
11/15/2024 Pinnacle Family Advisors LLC11,483$928K0.5%+75.4%0.006%
11/15/2024 Polymer Capital Management HK LTD8,384$677K0.2%N/A0.005%
11/15/2024 Itau Unibanco Holding S.A.5,814$470K0.0%N/A0.003%
11/15/2024 Harmony Asset Management LLC5,953$481K0.2%+9.8%0.003%
11/15/2024 HighTower Advisors LLC330,238$26.66M0.0%+15.5%0.184%
11/15/2024 Hilltop Holdings Inc.66,530$5.37M0.3%+261.6%0.037%
11/15/2024 Chevy Chase Trust Holdings LLC71,360$5.76M0.0%-9.5%0.040%
11/15/2024 Cladis Investment Advisory LLC13,716$1.11M0.8%+7.3%0.008%
11/15/2024 Community Bank N.A.20,581$1.66M0.2%+126.9%0.011%
11/15/2024 Concentric Capital Strategies LP79,668$6.44M0.3%+10.5%0.044%
11/15/2024 Ascent Group LLC3,429$277K0.0%-12.5%0.002%
11/15/2024 Benjamin Edwards Inc.92,874$7.50M0.1%+910.2%0.052%
11/15/2024 Alerus Financial NA40,479$3.27M0.2%+51.0%0.023%
11/14/2024 Morton Community Bank85,327$6.89M1.8%-1.2%0.047%
11/14/2024 Edgestream Partners L.P.26,659$2.15M0.1%-16.5%0.015%
11/14/2024 NCM Capital Management LLC21,096$1.70M0.8%+1.3%0.012%
11/14/2024 L.M. Kohn & Company18,506$1.50M0.4%-13.1%0.010%
11/14/2024 TRUE Private Wealth Advisors34,059$2.75M0.3%-24.4%0.019%
11/14/2024 Arete Wealth Advisors LLC15,177$1.22M0.1%-16.5%0.008%
11/14/2024 Verition Fund Management LLC24,028$1.94M0.0%-40.7%0.013%
11/14/2024 Captrust Financial Advisors211,690$17.10M0.1%+196.5%0.118%
11/14/2024 Atlantic Union Bankshares Corp2,521$204K0.0%-22.5%0.001%
11/14/2024 Capstone Investment Advisors LLC32,243$2.61M0.0%N/A0.018%
11/14/2024 Rockefeller Capital Management L.P.145,327$11.74M0.0%+11.0%0.081%
11/14/2024 Centric Wealth Management38,596$2.99M0.8%+394.6%0.021%
11/14/2024 Financial Counselors Inc.15,835$1.28M0.0%-3.7%0.009%
11/14/2024 Noesis Capital Mangement Corp12,982$1.05M0.2%+7.7%0.007%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 20,680$1.67M0.0%+2.1%0.012%
11/14/2024 Fiduciary Trust Co4,875$394K0.0%N/A0.003%
11/14/2024 WFA of San Diego LLC3,109$251K0.2%+35.5%0.002%
11/14/2024 Swan Global Investments LLC159,272$12.87M0.4%-10.0%0.089%
11/14/2024 CreativeOne Wealth LLC18,742$1.51M0.1%+56.3%0.010%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,324,000$268.51M0.6%+6.4%1.849%
11/13/2024 WorthPointe LLC17,279$1.40M0.6%N/A0.010%
11/13/2024 RiverGlades Family Offices LLC3,080$249K0.2%N/A0.002%
11/13/2024 Glenmede Trust Co. NA35,689$2.88M0.0%+2.5%0.020%
11/13/2024 Freedom Investment Management Inc.25,873$2.09M0.2%-4.2%0.014%
11/13/2024 Townsquare Capital LLC3,003$243K0.0%N/A0.002%
11/13/2024 All Terrain Financial Advisors LLC4,444$359K0.1%-9.4%0.002%
11/13/2024 Shum Financial Group Inc.15,575$1.22M1.0%N/A0.009%
11/13/2024 Quantbot Technologies LP4,823$390K0.0%N/A0.003%
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11/13/2024 FMR LLC37,162$3.00M0.0%-11.6%0.021%
11/13/2024 D.A. Davidson & CO.55,433$4.48M0.0%+35.9%0.031%
11/13/2024 Patton Albertson Miller Group LLC9,283$750K0.1%-2.3%0.005%
11/13/2024 The Manufacturers Life Insurance Company 837,302$67.64M0.1%N/A0.466%
11/13/2024 Capital Square LLC10,540$851K0.5%+18.4%0.006%
11/13/2024 Private Trust Co. NA23,883$1.93M0.2%+9.8%0.013%
11/13/2024 Diversified LLC15,230$1.23M0.1%-2.4%0.008%
11/13/2024 Canton Hathaway LLC30,453$2.46M0.6%+3.6%0.017%
11/13/2024 Truvestments Capital LLC500$40K0.0%N/A0.000%
11/13/2024 DRW Securities LLC266,696$21.54M0.6%+3,723.1%0.148%
(Data available from 1/1/2016 forward)

XLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLU shares?

During the previous two years, 1,354 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($957.71M), Morgan Stanley ($660.37M), LPL Financial LLC ($454.35M), Harel Insurance Investments & Financial Services Ltd. ($327.18M), Caisse DE Depot ET Placement DU Quebec ($324.20M), Migdal Insurance & Financial Holdings Ltd. ($282.09M), and Healthcare of Ontario Pension Plan Trust Fund ($268.51M).Learn more on XLU's institutional investors.

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

Of the 1,169 institutional investors that purchased Utilities Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($12.59M), Migdal Insurance & Financial Holdings Ltd. ($6.23M), Caisse DE Depot ET Placement DU Quebec ($5.50M), Bank of Nova Scotia ($4.55M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Natixis ($3.35M), and Granite Bay Wealth Management LLC ($3.20M).

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

Institutional investors have bought a total of 113,411,555 shares in the last 24 months. This purchase volume represents approximately $7.87B in transactions.

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

Of the 807 institutional investors that sold Utilities Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($5.01M), Toronto Dominion Bank ($3.61M), Migdal Insurance & Financial Holdings Ltd. ($2.81M), D. E. Shaw & Co. Inc. ($2.40M), TD Asset Management Inc ($1.96M), Ameriprise Financial Inc. ($1.83M), and JPMorgan Chase & Co. ($1.78M).

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

Institutional investors have sold a total of 56,867,711 shares in the last 24 months. This volume of shares sold represents approximately $3.79B in transactions.


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This page (NYSEARCA:XLU) was last updated on 12/21/2024 by MarketBeat.com Staff
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