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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$84.32 -0.31 (-0.37%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$84.42 +0.10 (+0.12%)
As of 08/29/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
1082
Total
Institutional Inflows
(last 12 months)
$6.72B
Number of
Institutional Sellers
(last 12 months)
705
Total
Institutional Outflows
(last 12 months)
$4.31B
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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
8/29/2025Evolution Wealth Management Inc.409$33K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.92,687$7.57M0.4%+10.4%0.038%
8/27/2025 Orion Porfolio Solutions LLC134,509$10.98M0.1%+1.2%0.055%
8/26/2025 Thrivent Financial for Lutherans163,793$13.38M0.0%-44.5%0.066%
8/25/2025 Silverlake Wealth Management LLC11,111$907K0.3%+1.7%0.005%
8/25/2025 Fulcrum Equity Management15,544$1.27M1.3%+312.4%0.006%
8/22/2025 TT Capital Management LLC28,122$2.24M0.7%N/A0.011%
8/22/2025 Cim Investment Management Inc.35,807$2.92M0.6%-0.4%0.015%
8/19/2025 B. Riley Wealth Advisors Inc.50,492$4.12M0.2%N/A0.020%
8/19/2025 Newbridge Financial Services Group Inc.7,377$602K0.1%+222.4%0.003%
8/19/2025 Advisory Services Network LLC85,926$7.36M0.1%+20.4%0.035%
8/19/2025 Delos Wealth Advisors LLC628$51K0.0%N/A0.000%
8/18/2025 Tyler Stone Wealth Management35,412$2.89M0.5%+10.0%0.014%
8/18/2025 Geneos Wealth Management Inc.42,101$3.44M0.1%+93.8%0.017%
8/18/2025 V2 Financial group LLC6,819$557K0.3%+3.0%0.003%
8/18/2025 Westwood Holdings Group Inc.163,786$13.38M0.1%-1.7%0.066%
8/16/2025 Headlands Technologies LLC1,097$90K0.0%N/A0.000%
8/15/2025 High Falls Advisors Inc4,754$388K0.1%+2.5%0.002%
8/15/2025 Tower Research Capital LLC TRC 73,698$6.02M0.2%+584.0%0.030%
8/15/2025 Global View Capital Management LLC8,574$700K0.2%-8.4%0.003%
8/15/2025 Asset Allocation Strategies LLC27,175$2.22M0.4%-8.1%0.011%
8/15/2025 Corient Private Wealth LLC293,936$24.00M0.0%+115.5%0.119%
8/15/2025 Equitable Holdings Inc.235,674$19.25M0.2%+14.3%0.096%
8/15/2025 Florida Financial Advisors LLC18,465$1.51M0.5%+86.5%0.007%
8/15/2025 Captrust Financial Advisors255,911$20.90M0.0%+16.4%0.104%
8/15/2025 Blue Chip Partners LLC3,062$250K0.0%-14.9%0.001%
8/15/2025 Keel Point LLC10,892$889K0.1%+5.8%0.004%
8/15/2025 Prevail Innovative Wealth Advisors LLC6,573$537K0.1%N/A0.003%
8/15/2025 Zuckerman Investment Group LLC25,549$2.09M0.2%+14.6%0.010%
8/15/2025 Manhattan West Asset Management LLC113,060$9.23M2.1%+406.9%0.046%
8/15/2025 Cooksen Wealth LLC8,604$703K0.6%+19.9%0.003%
8/15/2025 WFA of San Diego LLC3,183$260K0.2%N/A0.001%
8/15/2025 Visionary Wealth Advisors7,044$575K0.0%+33.5%0.003%
8/15/2025 Two Sigma Securities LLC11,590$946K0.1%-52.2%0.005%
8/15/2025 Tidal Investments LLC12,242$1M0.0%-66.4%0.005%
8/15/2025 Smartleaf Asset Management LLC695$57K0.0%+137.2%0.000%
8/15/2025 Snowden Capital Advisors LLC72,394$5.91M0.2%-5.4%0.029%
8/15/2025 Redwood Financial Network Corp6,390$522K0.4%+15.7%0.003%
8/15/2025 Orion Porfolio Solutions LLC531,164$43.38M0.3%+299.6%0.215%
8/15/2025 Peconic Partners LLC1,000,000$81.66M2.6%N/A0.405%
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8/15/2025 MML Investors Services LLC245,496$20.05M0.1%-9.0%0.100%
8/15/2025 Modern Wealth Management LLC105,340$8.60M0.2%+20.2%0.043%
8/15/2025 LM Advisors LLC28,244$2.31M0.3%-1.7%0.011%
8/15/2025 Hilton Capital Management LLC306,614$25.04M2.0%-0.6%0.124%
8/15/2025 III Capital Management4,000$327K0.1%N/A0.002%
8/15/2025 Freedom Financial Partners LLC17,439$1.42M0.6%-1.7%0.007%
8/15/2025 Great Valley Advisor Group Inc.23,955$1.96M0.0%-5.2%0.010%
8/15/2025 EP Wealth Advisors LLC87,064$7.11M0.0%+80.4%0.035%
8/15/2025 BBR Partners LLC12,421$1.01M0.1%N/A0.005%
8/15/2025 Benjamin Edwards Inc.75,240$6.14M0.1%+6.0%0.030%
8/15/2025 Boothbay Fund Management LLC3,000$245K0.0%N/A0.001%
8/15/2025 BlueCrest Capital Management Ltd77,621$6.34M0.2%+40.4%0.031%
8/15/2025 Brevan Howard Capital Management LP156,625$12.69M0.1%N/A0.063%
8/15/2025 AQR Capital Management LLC54,491$4.45M0.0%+5.4%0.022%
8/15/2025 Ameriprise Financial Inc.2,719,137$221.93M0.1%-5.1%1.102%
8/14/2025 Connecticut Wealth Management LLC14,374$1.17M0.1%+289.9%0.006%
8/14/2025 Strategic Wealth Investment Group LLC5,588$456K0.7%+12.5%0.002%
8/14/2025 Paloma Partners Management Co11,205$915K0.1%+6.6%0.005%
8/14/2025 Ausdal Financial Partners Inc.36,479$2.98M0.2%-13.2%0.015%
8/14/2025 Raymond James Financial Inc.1,745,268$142.52M0.0%+20.3%0.707%
8/14/2025 Transamerica Financial Advisors LLC20,846$1.70M0.2%+1,042,200.0%0.008%
8/14/2025 Raine Capital LLC3,200$261K0.1%N/A0.001%
8/14/2025 Quantinno Capital Management LP40,361$3.30M0.0%+113.5%0.016%
8/14/2025 Diversify Wealth Management LLC2,870$248K0.0%N/A0.001%
8/14/2025 Diversify Advisory Services LLC12,432$1.07M0.0%+258.0%0.005%
8/14/2025 Alliancebernstein L.P.210,196$17.17M0.0%+94.8%0.085%
8/14/2025 Peapack Gladstone Financial Corp115,153$9.40M0.1%+2.4%0.047%
8/14/2025 Vivaldi Capital Management LP7,651$625K0.1%-2.5%0.003%
8/14/2025 Main Street Financial Solutions LLC5,754$470K0.0%+63.5%0.002%
8/14/2025 FWL Investment Management LLC5,794$473K0.1%+4.4%0.002%
8/14/2025 German American Bancorp Inc.156,424$12.77M1.2%-0.4%0.063%
8/14/2025 Investment House LLC10,900$890K0.0%+1.9%0.004%
8/14/2025 NewEdge Advisors LLC130,622$10.67M0.1%+19.1%0.053%
8/14/2025 Menora Mivtachim Holdings LTD.3,188,194$260.35M1.5%+15.4%1.292%
8/14/2025 Stamos Capital Partners L.P.25,575$2.09M0.4%+45.3%0.010%
8/14/2025 Qube Research & Technologies Ltd526,757$43.02M0.0%-25.0%0.214%
8/14/2025 Gerber Kawasaki Wealth & Investment Management15,405$1.26M0.0%+12.0%0.006%
8/14/2025 SVB Wealth LLC4,441$363K0.0%-56.5%0.002%
8/14/2025 Transce3nd LLC5,674$469K0.2%+333.8%0.002%
8/14/2025 Natixis900,000$73.49M0.3%-0.7%0.365%
8/14/2025 Bank of Nova Scotia10,813$883K0.0%-13.0%0.004%
8/14/2025 Bollard Group LLC1,861$152K0.0%+8.0%0.001%
8/14/2025 Cary Street Partners Financial LLC49,877$4.07M0.1%+49.4%0.020%
8/14/2025 Cerity Partners LLC138,989$11.35M0.0%+22.5%0.056%
8/13/2025 Gamco Investors INC. ET AL49,324$4.03M0.0%+1,155.4%0.020%
8/13/2025 ESG Planning DBA Harper Investing21,211$1.73M1.0%+0.9%0.009%
8/13/2025 Per Stirling Capital Management LLC.3,281$268K0.0%-84.0%0.001%
8/13/2025 Rockport Wealth LLC68,863$5.62M1.3%+84.3%0.028%
8/13/2025 Cary Street Partners Investment Advisory LLC583$48K0.0%-47.4%0.000%
8/13/2025 New Harbor Financial Group LLC245,941$20.08M4.6%N/A0.100%
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8/13/2025 Quantum Portfolio Management LLC5,125$419K0.2%-29.7%0.002%
8/13/2025 Shepherd Financial Partners LLC30,292$2.47M0.3%+2.0%0.012%
8/13/2025 Financial & Tax Architects LLC13,696$1.12M0.3%+11.7%0.006%
8/13/2025 StoneX Group Inc.253,827$20.73M1.0%+366.9%0.103%
8/13/2025 Seaview Investment Managers LLC8,085$660K0.1%N/A0.003%
8/13/2025 Cresset Asset Management LLC16,789$1.37M0.0%-1.1%0.007%
8/13/2025 Gateway Wealth Partners LLC6,810$556K0.1%N/A0.003%
8/13/2025 Brown Advisory Inc.89,902$7.34M0.0%+6.1%0.036%
8/13/2025 SCS Capital Management LLC14,787$1.21M0.0%-29.5%0.006%
8/13/2025 GeoWealth Management LLC11,233$917K0.0%-47.6%0.005%
(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, 1,529 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($742.05M), Morgan Stanley ($660.37M), Goldman Sachs Group Inc. ($587.55M), LPL Financial LLC ($460.60M), Healthcare of Ontario Pension Plan Trust Fund ($268.51M), Menora Mivtachim Holdings LTD. ($260.35M), and Caisse DE Depot ET Placement DU Quebec ($258M).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 1,368 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 ($12.60M), JPMorgan Chase & Co. ($7.15M), Migdal Insurance & Financial Holdings Ltd. ($6.98M), Simplex Trading LLC ($4.40M), Demars Financial Group LLC ($4.20M), Caisse DE Depot ET Placement DU Quebec ($3.50M), and Harel Insurance Investments & Financial Services Ltd. ($3.43M).

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

Institutional investors have bought a total of 84,841,514 shares in the last 24 months. This purchase volume represents approximately $6.72B in transactions.

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

Of the 704 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: International Assets Investment Management LLC ($11.85M), Demars Financial Group LLC ($4.20M), JPMorgan Chase & Co. ($3.97M), Bessemer Group Inc. ($2.97M), Envestnet Asset Management Inc. ($2.84M), Migdal Insurance & Financial Holdings Ltd. ($1.81M), and Harel Insurance Investments & Financial Services Ltd. ($1.72M).

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

Institutional investors have sold a total of 55,473,080 shares in the last 24 months. This volume of shares sold represents approximately $4.31B in transactions.


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This page (NYSEARCA:XLU) was last updated on 8/30/2025 by MarketBeat.com Staff
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