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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$77.69 +1.37 (+1.80%)
Closing price 04/14/2025 04:10 PM Eastern
Extended Trading
$77.70 +0.02 (+0.02%)
As of 07:08 AM Eastern
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Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Number of
Institutional Buyers
(last 12 months)
913
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$3.19B
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XLU Institutional Buying and Selling by Quarter

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Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Wealthcare Advisory Partners LLC25,689$2.03M0.1%-3.0%0.011%
4/15/2025Trust Co. of Oklahoma45,276$3.57M1.2%+0.9%0.020%
4/14/2025Midland Wealth Advisors LLC4,632$365K0.0%-52.3%0.002%
4/14/2025Pallas Capital Advisors LLC27,880$2.20M0.1%-8.0%0.012%
4/14/2025Farther Finance Advisors LLC10,141$802K0.0%+96.6%0.005%
4/14/2025City Holding Co.17,064$1.35M0.2%-2.3%0.008%
4/14/2025Deane Retirement Strategies Inc.111,481$8.79M4.2%N/A0.050%
4/14/2025Moss Adams Wealth Advisors LLC722,934$57.00M6.0%+0.2%0.321%
4/14/2025Toth Financial Advisory Corp65,168$5.14M0.6%-6.2%0.029%
4/14/2025Courier Capital LLC93,368$7.36M0.5%+56.2%0.041%
4/14/2025First Citizens Bank & Trust Co.5,600$442K0.0%-3.0%0.002%
4/14/2025Camelot Technology Advisors Inc.10,258$809K0.7%-1.3%0.005%
4/14/2025Capital Investment Advisors LLC103,950$8.20M0.2%+1.7%0.046%
4/14/2025Hickory Point Bank & Trust5,298$418K0.4%-2.9%0.002%
4/14/2025Bangor Savings Bank4,729$373K0.0%-11.1%0.002%
4/14/2025OLD National Bancorp IN37,300$2.94M0.1%-4.8%0.017%
4/14/2025City Center Advisors LLC9,174$723K0.8%-73.4%0.004%
4/14/2025Moulton Wealth Management Inc.21,645$1.71M1.3%+16.5%0.010%
4/14/2025Wedmont Private Capital2,760$211K0.0%N/A0.001%
4/14/2025Orrstown Financial Services Inc.10,516$829K0.2%+20.3%0.005%
4/11/2025 Perkins Coie Trust Co73,893$5.83M1.3%-1.1%0.033%
4/11/2025 Lake Hills Wealth Management LLC82,340$6.49M4.5%+195.5%0.037%
4/11/2025 AAFMAA Wealth Management & Trust LLC26,749$2.11M1.0%N/A0.012%
4/11/2025 Independence Bank of Kentucky2,397$189K0.0%-7.3%0.001%
4/11/2025 D. Scott Neal Inc.28,933$2.28M1.3%N/A0.013%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV21,902$1.73M0.2%-1.8%0.010%
4/11/2025 Butensky & Cohen Financial Security Inc.28,410$2.24M0.7%+0.7%0.013%
4/11/2025 Constitution Capital LLC6,230$491K0.3%+7.5%0.003%
4/11/2025 Chemistry Wealth Management LLC6,375$503K0.1%-2.9%0.003%
4/11/2025 Cranbrook Wealth Management LLC43,562$3.44M0.8%-2.3%0.019%
4/11/2025 Sovereign Financial Group Inc.8,681$685K0.2%+20.1%0.004%
4/11/2025 Arkfeld Wealth Strategies L.L.C.13,831$1.05M0.4%-3.7%0.006%
4/11/2025 SeaCrest Wealth Management LLC32,734$2.58M0.3%+1.4%0.015%
4/11/2025 Magnus Financial Group LLC28,854$2.28M0.2%+17.1%0.013%
4/11/2025 AFG Fiduciary Services Limited Partnership13,223$1.01M0.3%-2.2%0.006%
4/11/2025 626 Financial LLC4,902$387K0.2%N/A0.002%
4/11/2025 Curat Global LLC3,705$292K0.4%N/A0.002%
4/11/2025 Signal Advisors Wealth LLC28,840$2.27M0.2%-54.8%0.013%
4/11/2025 Armstrong Fleming & Moore Inc5,018$396K0.5%N/A0.002%
4/10/2025 Retireful LLC27,457$2.14M2.1%-21.1%0.012%
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4/10/2025 Boltwood Capital Management10,786$850K0.3%-1.8%0.005%
4/10/2025 Diligent Investors LLC7,477$590K0.1%-26.4%0.003%
4/10/2025 KWB Wealth5,057$383K0.0%-21.3%0.002%
4/10/2025 Fluent Financial LLC76,729$6.05M2.6%+22.2%0.034%
4/10/2025 Channel Wealth LLC16,893$1.33M0.4%-1.2%0.008%
4/10/2025 Park Edge Advisors LLC40,144$3.17M0.9%+14.4%0.018%
4/10/2025 Key Client Fiduciary Advisors LLC42,151$3.32M1.5%-26.2%0.019%
4/10/2025 Teamwork Financial Advisors LLC4,902$387K0.1%-59.9%0.002%
4/10/2025 Freedom Financial Partners LLC17,746$1.40M0.7%-1.9%0.008%
4/10/2025 Floyd Financial Group LLC19,730$1.56M1.4%+3.0%0.009%
4/10/2025 Brave Asset Management Inc.33,872$2.67M0.8%-49.1%0.015%
4/10/2025 Contravisory Investment Management Inc.9,083$716K0.2%+29.4%0.004%
4/10/2025 TrueWealth Advisors LLC5,366$423K0.1%-9.7%0.002%
4/10/2025 Triangle Securities Wealth Management12,182$961K0.2%-2.0%0.005%
4/10/2025 Rialto Wealth Management LLC3,364$265K0.1%-17.6%0.001%
4/10/2025 EWG Elevate Inc.3,127$247K0.1%N/A0.001%
4/10/2025 Smith Anglin Financial LLC3,774$298K0.0%-7.8%0.002%
4/9/2025 Kwmg LLC107,836$8.50M0.9%+0.8%0.048%
4/9/2025 RFG Advisory LLC31,203$2.46M0.1%-49.4%0.014%
4/9/2025 ST Germain D J Co. Inc.34,964$2.76M0.1%-5.2%0.016%
4/9/2025 Milestone Asset Management LLC32,023$2.53M0.5%N/A0.014%
4/9/2025 Shulman DeMeo Asset Management LLC13,471$1.06M0.3%-1.7%0.006%
4/9/2025 IMZ Advisory Inc68,168$5.38M2.4%+24.1%0.030%
4/9/2025 Fragasso Financial Advisors Inc36,279$2.86M0.2%N/A0.016%
4/9/2025 NBC Securities Inc.10,446$823K0.1%+94,863.6%0.005%
4/9/2025 West Financial Advisors LLC43,329$3.42M0.6%+19.5%0.019%
4/9/2025 Fiduciary Alliance LLC4,036$318K0.0%+25.2%0.002%
4/9/2025 American National Bank & Trust2,185$172K0.0%-6.4%0.001%
4/9/2025 Advance Capital Management Inc.3,490$275K0.0%-6.4%0.002%
4/9/2025 Mirador Capital Partners LP10,872$857K0.1%+3.4%0.005%
4/9/2025 Mechanics Bank Trust Department28,359$2.24M0.3%+10.9%0.013%
4/9/2025 Kaizen Financial Strategies3,780$298K0.2%+13.9%0.002%
4/8/2025 Fifth Third Wealth Advisors LLC7,246$571K0.0%+10.9%0.003%
4/8/2025 J2 Capital Management Inc6,000$473K0.4%-32.3%0.003%
4/8/2025 Beese Fulmer Investment Management Inc.3,077$243K0.0%N/A0.001%
4/8/2025 Waycross Investment Management Co50,713$4.00M4.5%-0.7%0.023%
4/8/2025 Advisory Alpha LLC92,231$7.27M0.5%-55.7%0.041%
4/8/2025 Rothschild Investment LLC8,400$662K0.0%-1.8%0.004%
4/8/2025 Parallel Advisors LLC15,795$1.25M0.0%+11.0%0.007%
4/7/2025 GAMMA Investing LLC107,157$8.45M0.0%+7,785.0%0.048%
4/7/2025 AdvisorNet Financial Inc8,285$653K0.0%+1.7%0.004%
4/4/2025 Sage Capital Advisors llc30,636$2.42M0.6%+3.0%0.014%
4/4/2025 Legacy Private Trust Co.55,272$4.36M0.3%+2.2%0.025%
4/3/2025 Magnolia Capital Management Ltd.3,720$293K0.3%N/A0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB546$43K0.0%+256.9%0.000%
3/24/2025Fulcrum Equity Management19,379$1.47M1.5%+63.7%0.009%
3/24/2025Wellington Management Group LLP13,656$1.03M0.0%-21.4%0.006%
3/21/2025Prostatis Group LLC5,760$436K0.1%N/A0.003%
3/19/2025M1 Capital Management LLC22,360$1.69M0.9%N/A0.010%
3/19/2025Northeast Planning Associates INC. NH8,035$608K0.6%N/A0.004%
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3/18/2025CWC Advisors LLC.10,158$769K0.8%-6.2%0.005%
3/17/2025Wealth Enhancement Advisory Services LLC206,267$15.61M0.0%+8.1%0.092%
3/12/2025Northstar Financial Companies Inc.4,457$337K0.3%N/A0.002%
3/12/2025Centaurus Financial Inc.57,075$4.32M0.3%-2.2%0.025%
3/12/2025Wealthedge Investment Advisors LLC18,593$1.41M0.6%N/A0.008%
3/6/2025Wood Tarver Financial Group LLC487$36K0.0%N/A0.000%
3/4/2025 Buska Wealth Management LLC3,548$269K0.1%-11.2%0.002%
3/3/2025 Fluent Financial LLC62,812$4.75M2.1%N/A0.027%
2/28/2025Park Square Financial Group LLC5,416$410K0.3%N/A0.002%
2/27/2025Omnia Family Wealth LLC54,432$4.12M1.6%-7.1%0.024%
(Data available from 1/1/2016 forward)

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XLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLU shares?

During the previous two years, 1,464 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Bessemer Group Inc. ($456.78M), LPL Financial LLC ($422.92M), Menora Mivtachim Holdings LTD. ($296.54M), Demars Financial Group LLC ($285.68M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), and Caisse DE Depot ET Placement DU Quebec ($258M).Learn more on XLU's institutional investors.

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

Of the 1,274 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), Caisse DE Depot ET Placement DU Quebec ($8.91M), Migdal Insurance & Financial Holdings Ltd. ($6.23M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Demars Financial Group LLC ($3.77M), Granite Bay Wealth Management LLC ($3.14M), and JPMorgan Chase & Co. ($2.54M).

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

Institutional investors have bought a total of 121,300,783 shares in the last 24 months. This purchase volume represents approximately $8.58B in transactions.

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

Of the 852 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: International Assets Investment Management LLC ($11.95M), Envestnet Asset Management Inc. ($4.29M), Toronto Dominion Bank ($3.52M), Barclays PLC ($3.41M), Janney Montgomery Scott LLC ($2.94M), WestEnd Advisors LLC ($2.61M), and D. E. Shaw & Co. Inc. ($2.40M).

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

Institutional investors have sold a total of 77,191,914 shares in the last 24 months. This volume of shares sold represents approximately $5.39B in transactions.



This page (NYSEARCA:XLU) was last updated on 4/15/2025 by MarketBeat.com Staff
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