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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$80.05 +1.21 (+1.53%)
Closing price 01/21/2025 04:10 PM Eastern
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$80.28 +0.23 (+0.29%)
As of 08:47 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)
801
Total
Institutional Inflows
(last 12 months)
$4.55B
Number of
Institutional Sellers
(last 12 months)
490
Total
Institutional Outflows
(last 12 months)
$2.49B
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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
1/21/2025M3 Advisory Group LLC8,561$648K0.5%+7.0%0.005%
1/21/2025Consolidated Investment Group LLC25,000$1.89M0.3%N/A0.014%
1/21/2025Park Edge Advisors LLC35,096$2.66M0.8%+13.0%0.020%
1/21/2025First Citizens Bank & Trust Co.5,775$437K0.0%-8.0%0.003%
1/21/2025AlphaMark Advisors LLC47,744$3.61M1.6%+0.9%0.027%
1/21/2025Alan B Lancz & Associates Inc.2,705$205K0.2%N/A0.002%
1/21/2025Flagship Harbor Advisors LLC47,901$3.63M0.2%-83.1%0.027%
1/21/2025Toth Financial Advisory Corp69,512$5.26M0.6%+10.1%0.039%
1/21/2025GSB Wealth Management LLC4,610$349K0.1%-4.2%0.003%
1/21/2025Geneos Wealth Management Inc.22,353$1.69M0.1%-64.1%0.012%
1/21/2025Accel Wealth Management21,297$1.61M0.6%+3.5%0.012%
1/21/2025Fifth Third Bancorp48,828$3.70M0.0%-5.6%0.027%
1/21/2025Chemung Canal Trust Co.73,169$5.54M1.2%+11.0%0.041%
1/21/2025Harel Insurance Investments & Financial Services Ltd.2,329,763$176.34M2.9%-42.5%1.296%
1/21/2025Midwest Financial Group LLC23,433$1.77M1.0%+17.4%0.013%
1/21/2025Exchange Traded Concepts LLC812,415$61.49M1.2%+178.8%0.452%
1/21/2025CX Institutional31,855$2.41M0.1%+13.4%0.018%
1/21/2025Encompass More Asset Management28,420$2.15M0.7%+390.3%0.016%
1/21/2025Patriot Investment Management Group Inc.15,519$1.18M0.1%-0.9%0.009%
1/21/2025St. Johns Investment Management Company LLC2,898$219K0.1%+36.6%0.002%
1/21/2025RFG Advisory LLC61,641$4.67M0.1%-22.6%0.034%
1/21/2025McGlone Suttner Wealth Management Inc.9,910$750K0.1%+32.6%0.006%
1/21/2025Financial Partners Group LLC41,073$3.11M1.3%+77.7%0.023%
1/21/2025Brighton Jones LLC3,823$289K0.0%+12.8%0.002%
1/17/2025 Spinnaker Investment Group LLC4,934$373K0.1%N/A0.003%
1/17/2025 Key Client Fiduciary Advisors LLC57,148$4.33M1.9%-1.4%0.032%
1/17/2025 Private Wealth Group LLC15,508$1.17M0.6%+1.5%0.009%
1/17/2025 Fiduciary Family Office LLC319,538$24.19M7.1%N/A0.178%
1/17/2025 Trust Co. of Oklahoma44,853$3.40M1.1%+4.3%0.025%
1/17/2025 Avior Wealth Management LLC16,606$1.26M0.0%+1.2%0.009%
1/17/2025 Teamwork Financial Advisors LLC12,227$925K0.1%-39.5%0.007%
1/17/2025 Raleigh Capital Management Inc.18,579$1.41M0.5%-10.9%0.010%
1/17/2025 D.B. Root & Company LLC3,170$240K0.1%-10.7%0.002%
1/17/2025 Mutual Advisors LLC23,652$1.86M0.1%-43.4%0.013%
1/17/2025 Janney Montgomery Scott LLC275,493$20.85M0.1%-82.1%0.153%
1/17/2025 Lake Hills Wealth Management LLC27,867$2.11M1.4%+7.1%0.016%
1/17/2025 SG Americas Securities LLC182,409$13.81M0.1%-76.2%0.101%
1/17/2025 Paragon Financial Partners Inc.45,210$3.42M2.6%-10.8%0.025%
1/17/2025 Janney Capital Management LLC244,349$18.50M1.2%-3.5%0.136%
1/17/2025 Magnus Financial Group LLC24,639$1.87M0.2%+20.0%0.014%
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1/17/2025 Madison Park Capital Advisors LLC73,032$5.53M4.4%N/A0.041%
1/17/2025 Advisory Alpha LLC208,306$15.77M0.6%-0.2%0.116%
1/17/2025 Dakota Wealth Management108,403$8.21M0.2%+5.7%0.060%
1/17/2025 Traphagen Investment Advisors LLC3,494$264K0.0%N/A0.002%
1/17/2025 Beaumont Financial Advisors LLC4,334$328K0.0%-6.1%0.002%
1/17/2025 Perfromance Wealth Partners LLC22,433$1.70M0.1%-1.7%0.012%
1/17/2025 Howard Capital Management Group LLC31,876$2.41M0.2%-2.2%0.018%
1/17/2025 Atomi Financial Group Inc.12,094$915K0.0%-20.0%0.007%
1/17/2025 Transform Wealth LLC7,635$578K0.0%-12.7%0.004%
1/17/2025 Alpha Cubed Investments LLC30,506$2.31M0.1%+178.4%0.017%
1/16/2025 First United Bank & Trust3,577$271K0.1%-9.5%0.002%
1/16/2025 ARS Investment Partners LLC5,168$391K0.0%+6.1%0.003%
1/16/2025 Koshinski Asset Management Inc.25,180$1.91M0.0%-1.6%0.014%
1/16/2025 Sowa Financial Group Inc.13,533$1.02M0.6%-3.5%0.008%
1/16/2025 Harbor Investment Advisory LLC16,570$1.25M0.1%+1.8%0.009%
1/16/2025 Union Savings Bank3,602$273K0.1%-4.8%0.002%
1/16/2025 Lionsbridge Wealth Management LLC22,933$1.74M1.5%-7.4%0.013%
1/16/2025 Corundum Group Inc.35,321$2.67M1.0%+58.2%0.020%
1/16/2025 Purus Wealth Management LLC12,190$923K0.4%N/A0.007%
1/16/2025 UMB Bank n.a.2,078$157K0.0%-6.0%0.001%
1/16/2025 Mechanics Bank Trust Department25,577$1.94M0.3%+2.5%0.014%
1/16/2025 Diversify Advisory Services LLC5,648$427K0.0%-91.4%0.003%
1/16/2025 City Holding Co.17,469$1.32M0.2%-7.8%0.010%
1/16/2025 Moulton Wealth Management Inc.18,576$1.41M1.1%-59.2%0.010%
1/16/2025 McElhenny Sheffield Capital Management LLC279,891$21.19M7.1%+0.8%0.156%
1/16/2025 Perkins Coie Trust Co74,752$5.66M1.2%-1.5%0.042%
1/16/2025 Stillwater Capital Advisors LLC17,425$1.32M0.2%+4.2%0.010%
1/15/2025 J2 Capital Management Inc8,862$671K0.6%N/A0.005%
1/15/2025 Meridian Financial LLC10,039$760K0.5%+9.7%0.006%
1/15/2025 Moss Adams Wealth Advisors LLC721,541$54.61M5.8%+3.9%0.401%
1/15/2025 Krilogy Financial LLC93,836$7.10M0.5%-2.6%0.052%
1/15/2025 Hanseatic Management Services Inc.21,910$1.66M2.1%-2.4%0.012%
1/15/2025 Ameritas Advisory Services LLC28,743$2.18M0.1%+1.0%0.016%
1/15/2025 Financial & Tax Architects LLC10,421$789K0.2%+8.1%0.006%
1/15/2025 Trust Co. of Vermont750$57K0.0%+25.0%0.000%
1/15/2025 Premier Path Wealth Partners LLC26,968$2.04M0.3%+9.7%0.015%
1/15/2025 Arkadios Wealth Advisors18,058$1.37M0.1%+10.4%0.010%
1/15/2025 TrueWealth Advisors LLC5,945$450K0.2%-31.7%0.003%
1/15/2025 Cranbrook Wealth Management LLC44,601$3.38M0.8%-3.7%0.025%
1/15/2025 Merit Financial Group LLC19,004$1.44M0.0%+46.2%0.011%
1/15/2025 Butensky & Cohen Financial Security Inc.28,216$2.14M0.7%+0.6%0.016%
1/15/2025 Grant GrossMendelsohn LLC3,220$244K0.1%+15.4%0.002%
1/15/2025 Chemistry Wealth Management LLC6,566$497K0.1%-8.8%0.004%
1/15/2025 Wealthcare Advisory Partners LLC26,478$2.00M0.1%-13.9%0.015%
1/15/2025 Channel Wealth LLC17,094$1.29M0.4%-44.7%0.010%
1/15/2025 Occidental Asset Management LLC3,527$267K0.0%-89.1%0.002%
1/15/2025 Constitution Capital LLC5,796$439K0.2%+12.2%0.003%
1/15/2025 Certified Advisory Corp16,914$1.28M0.1%+1.9%0.009%
1/15/2025 Retireful LLC34,793$2.63M1.5%N/A0.019%
1/15/2025 Mirador Capital Partners LP10,517$796K0.1%+5.8%0.006%
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1/14/2025 SignalPoint Asset Management LLC4,760$360K0.1%+5.2%0.003%
1/14/2025 West Financial Advisors LLC36,252$2.74M0.5%+9.3%0.020%
1/14/2025 Contravisory Investment Management Inc.7,022$531K0.1%+227.1%0.004%
1/14/2025 USA Financial Formulas5,101$386K0.1%-14.6%0.003%
1/14/2025 Stolper Co8,894$673K0.2%-3.1%0.005%
1/14/2025 St. Louis Financial Planners Asset Management LLC10,689$809K0.6%N/A0.006%
1/14/2025 ERn Financial LLC10,208$773K0.1%+18.1%0.006%
1/14/2025 HCR Wealth Advisors50,496$3.82M0.5%+0.7%0.028%
1/14/2025 Brave Asset Management Inc.66,567$5.04M1.6%-1.0%0.037%
1/14/2025 Armstrong Advisory Group Inc.103,110$7.80M0.6%+4.1%0.057%
(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, 1,359 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), LPL Financial LLC ($454.35M), Caisse DE Depot ET Placement DU Quebec ($324.20M), Migdal Insurance & Financial Holdings Ltd. ($282.09M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), Wells Fargo & Company MN ($230.77M), and Envestnet Asset Management Inc. ($218.37M).Learn more on XLU's institutional investors.

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

Of the 1,170 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 113,379,826 shares in the last 24 months. This purchase volume represents approximately $7.90B in transactions.

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

Of the 810 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), Barclays PLC ($5.01M), Toronto Dominion Bank ($3.61M), Janney Montgomery Scott LLC ($2.94M), Migdal Insurance & Financial Holdings Ltd. ($2.81M), D. E. Shaw & Co. Inc. ($2.40M), and TD Asset Management Inc ($1.96M).

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

Institutional investors have sold a total of 72,155,791 shares in the last 24 months. This volume of shares sold represents approximately $4.95B in transactions.


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This page (NYSEARCA:XLU) was last updated on 1/22/2025 by MarketBeat.com Staff
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