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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$77.20
-0.93 (-1.19%)
(As of 11/4/2024 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)
775
Total
Institutional Inflows
(last 12 months)
$4.27B
Number of
Institutional Sellers
(last 12 months)
486
Total
Institutional Outflows
(last 12 months)
$1.49B
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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
11/4/2024Venturi Wealth Management LLC14,744$1.19M0.1%-1.6%0.008%
11/4/2024Patten & Patten Inc. TN27,727$2.24M0.1%+4.0%0.015%
11/4/2024Proffitt & Goodson Inc.21,005$1.70M0.3%+0.8%0.012%
11/4/2024Ridgecrest Wealth Partners LLC2,620$212K0.1%N/A0.001%
11/4/2024Meritage Portfolio Management104,833$8.47M0.5%-1.7%0.058%
11/4/2024Tyler Stone Wealth Management22,425$1.81M0.3%+100.7%0.012%
11/4/2024Baker Avenue Asset Management LP3,787$306K0.0%-105.3%0.002%
11/4/2024Migdal Insurance & Financial Holdings Ltd.3,492,015$282.09M4.6%+1,054,889.4%1.942%
11/4/2024Colonial River Investments LLC5,869$474K0.2%-11.2%0.003%
11/4/2024Legacy Capital Wealth Partners LLC6,628$535K0.1%+61.0%0.004%
11/4/2024Axxcess Wealth Management LLC34,444$2.78M0.1%+11.5%0.019%
11/4/2024Sigma Planning Corp92,584$7.48M0.2%-0.9%0.052%
11/4/2024Arrow Financial Corp15,252$1.23M0.1%+4.3%0.008%
11/2/2024 Passaic Partners LLC185,482$14.98M2.2%N/A0.103%
11/2/2024 Covestor Ltd779$63K0.0%+52.1%0.000%
11/2/2024 Mesirow Financial Investment Management Inc.8,374$676K0.0%-15.2%0.005%
11/1/2024 Atria Investments Inc127,482$10.30M0.1%+1.0%0.071%
11/1/2024 Objective Capital Management LLC9,720$785K0.5%N/A0.005%
11/1/2024 Primoris Wealth Advisors LLC69,496$5.61M4.0%+22.5%0.039%
11/1/2024 Wealth Quarterback LLC50,609$4.09M2.1%+2.5%0.028%
11/1/2024 Assetmark Inc.303,304$24.50M0.1%-9.4%0.169%
11/1/2024 Verdence Capital Advisors LLC4,453$360K0.0%N/A0.002%
11/1/2024 Corrado Advisors LLC16,705$1.35M0.8%+1.6%0.009%
11/1/2024 Sequent Asset Management LLC4,596$371K0.2%+18.0%0.003%
11/1/2024 Carson Advisory Inc.8,814$712K0.4%+4.5%0.005%
11/1/2024 Bray Capital Advisors48,000$3.88M0.9%-3.2%0.027%
11/1/2024 Lionsbridge Wealth Management LLC24,763$2M1.6%-1.3%0.014%
11/1/2024 ABLE Financial Group LLC4,394$355K0.1%+28.1%0.002%
11/1/2024 Stone Point Wealth LLC13,140$1.06M0.3%-2.6%0.007%
11/1/2024 Smith Thornton Advisors LLC28,771$2.32M1.5%+13.9%0.016%
10/31/2024 MontVue Capital Management Inc.9,460$764K0.6%-2.7%0.005%
10/31/2024 Montecito Bank & Trust12,778$1.03M0.2%-3.4%0.007%
10/31/2024 Woodmont Investment Counsel LLC23,835$1.93M0.1%+3.3%0.013%
10/31/2024 Vickerman Investment Advisors Inc.65,963$5.33M1.6%+0.7%0.037%
10/31/2024 Hanseatic Management Services Inc.22,448$1.81M2.6%-6.6%0.012%
10/31/2024 Ironsides Asset Advisors LLC23,160$1.87M0.5%+27.7%0.013%
10/31/2024 Advisor Resource Council5,020$406K0.2%N/A0.003%
10/31/2024 Graypoint LLC77,517$6.26M0.4%-3.0%0.043%
10/31/2024 Forte Capital LLC ADV120,170$9.71M1.1%+2.2%0.067%
10/31/2024 Prudent Investors Network Inc.151,706$12.26M3.8%+13.3%0.084%
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10/31/2024 D.B. Root & Company LLC3,551$287K0.1%N/A0.002%
10/31/2024 Donald L. Hagan LLC8,008$647K0.3%-4.8%0.004%
10/31/2024 Concurrent Investment Advisors LLC168,640$13.62M0.4%+6.8%0.094%
10/30/2024 1834 Investment Advisors Co.4,995$403K0.0%-37.6%0.003%
10/30/2024 Avidian Wealth Enterprises LLC4,201$339K0.0%+27.3%0.002%
10/30/2024 Flagship Private Wealth LLC5,661$457K0.2%N/A0.003%
10/30/2024 Cornerstone Capital Inc.212,491$17.17M1.6%+0.2%0.118%
10/30/2024 Pittenger & Anderson Inc.3,865$312K0.0%-3.7%0.002%
10/30/2024 Clarity Financial LLC123,512$9.98M1.2%+2.8%0.069%
10/30/2024 United Advisor Group LLC3,773$305K0.1%N/A0.002%
10/30/2024 Greenwood Capital Associates LLC37,190$3.00M0.4%+1.3%0.021%
10/30/2024 Madden Advisory Services Inc.6,985$564K0.3%+7.4%0.004%
10/30/2024 Moloney Securities Asset Management LLC9,644$779K0.1%-13.5%0.005%
10/30/2024 Solitude Financial Services7,875$636K0.3%-6.0%0.004%
10/30/2024 Rational Advisors LLC386,760$31.24M3.0%+43.7%0.215%
10/30/2024 Hazlett Burt & Watson Inc.5,115$412K0.2%+15.2%0.003%
10/30/2024 World Equity Group Inc.3,773$305K0.1%+9.1%0.002%
10/30/2024 Signify Wealth39,853$3.22M3.9%N/A0.022%
10/30/2024 Asset Management One Co. Ltd.179,712$14.52M0.1%N/A0.100%
10/30/2024 Klingenstein Fields & Co. LP2,907$235K0.0%-10.1%0.002%
10/29/2024 Roman Butler Fullerton & Co.8,338$672K0.2%+2.2%0.005%
10/29/2024 Solstein Capital LLC14,066$1.14M0.6%-19.9%0.008%
10/29/2024 Innealta Capital LLC47,170$3.81M1.5%+64.8%0.026%
10/29/2024 TrueWealth Advisors LLC8,708$703K0.2%-11.0%0.005%
10/29/2024 Nvwm LLC19,258$1.56M0.4%-4.9%0.011%
10/29/2024 Lodestone Wealth Management LLC3,139$254K0.1%-51.0%0.002%
10/29/2024 GFS Advisors LLC3,455$279K0.1%-58.6%0.002%
10/29/2024 Latitude Advisors LLC4,850$392K0.2%N/A0.003%
10/29/2024 Janney Montgomery Scott LLC1,542,079$124.57M0.3%-8.9%0.858%
10/29/2024 Carmichael Hill & Associates Inc.1,658$134K0.0%+139.6%0.001%
10/29/2024 Janney Capital Management LLC253,121$20.45M1.4%-3.8%0.141%
10/29/2024 Clear Creek Financial Management LLC6,914$558K0.1%-16.4%0.004%
10/29/2024 Sollinda Capital Management LLC2,678$216K0.1%N/A0.001%
10/29/2024 Cabana LLC20,877$1.69M9.4%-26.3%0.012%
10/29/2024 Realta Investment Advisors3,135$252K0.1%-85.3%0.002%
10/29/2024 Symmetry Partners LLC22,705$1.83M0.4%N/A0.013%
10/29/2024 First Interstate Bank103,426$8.36M0.5%+1.8%0.058%
10/29/2024 F M Investments LLC2,900$234K0.0%N/A0.002%
10/29/2024 Vigilare Wealth Management8,014$647K0.3%-19.0%0.004%
10/29/2024 Phillips Wealth Planners LLC3,944$324K0.3%-12.0%0.002%
10/29/2024 Farther Finance Advisors LLC4,695$379K0.0%+75.4%0.003%
10/29/2024 Private Wealth Group LLC15,285$1.24M0.6%+1.6%0.009%
10/28/2024 Gladstone Institutional Advisory LLC77,139$6.23M0.3%-36.8%0.043%
10/28/2024 Shepherd Financial Partners LLC27,375$2.21M0.3%+1.8%0.015%
10/28/2024 Creative Financial Designs Inc. ADV5,214$421K0.0%+8.8%0.003%
10/28/2024 Focus Financial Network Inc.27,852$2.25M0.1%+12.3%0.015%
10/28/2024 Penobscot Wealth Management10,965$886K0.5%+7.9%0.006%
10/28/2024 Stephens Inc. AR22,142$1.79M0.0%-7.2%0.012%
10/28/2024 Summit Wealth Partners LLC3,741$302K0.1%N/A0.002%
10/28/2024 LCM Capital Management Inc37,143$3M1.7%+2.4%0.021%
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10/28/2024 O ROURKE & COMPANY Inc8,001$646K0.3%+20.2%0.004%
10/28/2024 Cordatus Wealth Management LLC33,551$2.71M1.0%+1.5%0.019%
10/28/2024 United Asset Strategies Inc.9,226$745K0.1%-1.5%0.005%
10/28/2024 US Bancorp DE415,206$33.54M0.0%-1.3%0.231%
10/28/2024 HM Payson & Co.1,296$105K0.0%-40.7%0.001%
10/28/2024 Meitav Investment House Ltd.1,548,858$125.08M2.1%+449.6%0.862%
10/28/2024 Measured Wealth Private Client Group LLC48,743$3.94M1.3%+93.2%0.027%
10/28/2024 Ayalon Insurance Comp Ltd.49,163$3.97M1.2%+82.2%0.027%
10/25/2024 Financial Advocates Investment Management19,843$1.61M0.1%-13.4%0.011%
10/25/2024 Solidarity Wealth LLC3,600$291K0.1%N/A0.002%
(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, 1,341 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 ($335.48M), 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 Wells Fargo & Company MN ($230.77M).Learn more on XLU's institutional investors.

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

Of the 1,159 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), Toronto Dominion Bank ($4.31M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), and Envestnet Asset Management Inc. ($3.39M).

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

Institutional investors have bought a total of 114,842,725 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 808 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), Bessemer Group Inc. ($3.79M), Toronto Dominion Bank ($3.47M), Migdal Insurance & Financial Holdings Ltd. ($2.81M), D. E. Shaw & Co. Inc. ($2.40M), TD Asset Management Inc ($1.96M), and Ameriprise Financial Inc. ($1.83M).

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

Institutional investors have sold a total of 61,928,451 shares in the last 24 months. This volume of shares sold represents approximately $4.09B in transactions.


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This page (NYSEARCA:XLU) was last updated on 11/5/2024 by MarketBeat.com Staff
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