Free Trial
→ A brutally honest economic warning for 2025 (see proof) (From Banyan Hill Publishing) (Ad) Buy XLU Stock  Free XLU Stock Alerts

Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

Utilities Select Sector SPDR Fund logo
$77.43 +0.51 (+0.66%)
Closing price 03/26/2025 04:10 PM Eastern
Extended Trading
$77.33 -0.10 (-0.12%)
As of 03/26/2025 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.
Compare

Institutional Ownership Changes (13F Filings) for Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Number of
Institutional Buyers
(last 12 months)
909
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
577
Total
Institutional Outflows
(last 12 months)
$3.19B
Get XLU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Utilities Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XLU Institutional Buying and Selling by Quarter

Remove Ads

Utilities Select Sector SPDR Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fulcrum Equity Management19,379$1.47M1.5%+63.7%0.009%
3/24/2025 Wellington 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%
3/18/2025CWC Advisors LLC.10,158$769K0.8%-6.2%0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC206,267$15.61M0.0%+8.1%0.092%
3/12/2025 Northstar Financial Companies Inc.4,457$337K0.3%N/A0.002%
3/12/2025 Centaurus Financial Inc.57,075$4.32M0.3%-2.2%0.025%
3/12/2025 Wealthedge Investment Advisors LLC18,593$1.41M0.6%N/A0.008%
3/6/2025 Wood 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%
2/28/2025 Park Square Financial Group LLC5,416$410K0.3%N/A0.002%
2/27/2025 Omnia Family Wealth LLC54,432$4.12M1.6%-7.1%0.024%
2/27/2025 ABLE Financial Group LLC4,523$342K0.1%+2.9%0.002%
2/26/2025 LM Advisors LLC28,244$2.14M0.4%-5.2%0.012%
2/26/2025 Virtue Capital Management LLC98,043$7.42M1.5%+11.0%0.043%
2/25/2025 Leigh Baldwin & CO. LLC5,813$440K0.2%N/A0.003%
2/25/2025 B. Riley Wealth Advisors Inc.141,379$10.70M0.4%-14.9%0.079%
2/25/2025 Integrated Advisors Network LLC38,760$2.93M0.1%+28.9%0.022%
2/24/2025 H&H Retirement Design & Management INC50,104$4.02M2.5%-3.4%0.028%
2/24/2025 Great Valley Advisor Group Inc.23,786$1.80M0.0%-45.6%0.013%
2/24/2025 Ameriflex Group Inc.2,021$157K0.1%N/A0.001%
2/24/2025 United Advisor Group LLC3,999$303K0.1%+6.0%0.002%
2/21/2025 WNY Asset Management LLC5,260$398K0.0%-97.4%0.003%
2/19/2025 Wilson & Boucher Capital Management LLC30,294$2.29M1.6%-1.7%0.017%
2/19/2025 CTC Alternative Strategies Ltd.19,800$1.50M1.8%N/A0.011%
2/18/2025 Strait & Sound Wealth Management LLC4,993$378K0.2%-3.0%0.003%
2/18/2025 Investment Management Corp VA ADV6,189$468K0.4%N/A0.003%
2/18/2025 Helium Advisors LLC3,060$232K0.2%N/A0.002%
2/18/2025 GTS Securities LLC75,859$5.74M0.3%-336.4%0.042%
2/18/2025 Connecticut Wealth Management LLC26,220$1.99M0.1%+249.6%0.015%
2/18/2025 Harmony Asset Management LLC6,969$528K0.2%+17.1%0.004%
2/18/2025 10Elms LLP8,718$660K0.7%N/A0.005%
2/18/2025 MidWestOne Financial Group Inc.49,361$3.74M0.5%+4.0%0.027%
2/18/2025 Elequin Capital LP3,968$300K0.0%N/A0.002%
2/18/2025 Glen Eagle Advisors LLC4,386$332K0.1%+39.2%0.002%
2/17/2025 Waverly Advisors LLC37,738$2.86M0.0%-7.0%0.021%
2/17/2025 Visionary Wealth Advisors7,432$563K0.0%-61.6%0.004%
Trump’s Secret Weapon (Ad)

Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's coming next. But here's the truth… This is just the beginning. Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better. Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times. Don't wait for the next crash to wipe you out. Act now.

Get Your FREE Presidential Transition Guide Today
2/17/2025 Vivaldi Capital Management LP7,994$621K0.1%+1.9%0.004%
2/17/2025 Westwood Holdings Group Inc.176,462$13.36M0.1%+2.5%0.098%
2/17/2025 Two Sigma Investments LP2,159,200$163.43M0.4%N/A1.201%
2/17/2025 Tidal Investments LLC95,356$7.22M0.1%+50.1%0.053%
2/17/2025 Tolleson Wealth Management Inc.4,213$319K0.1%N/A0.002%
2/17/2025 Strategic Wealth Partners Ltd.3,662$291K0.0%-5.4%0.002%
2/17/2025 Toronto Dominion Bank1,372,233$103.85M0.2%+0.2%0.763%
2/17/2025 Second Line Capital LLC3,611$273K0.1%-21.6%0.002%
2/17/2025 Snowden Capital Advisors LLC62,829$4.76M0.1%+1.0%0.035%
2/17/2025 Silvercrest Asset Management Group LLC77,211$5.84M0.0%+0.3%0.043%
2/17/2025 Redwood Financial Network Corp4,364$330K0.2%+12.2%0.002%
2/17/2025 Private Capital Management LLC28,568$2.16M0.2%-16.5%0.016%
2/17/2025 Quantinno Capital Management LP18,088$1.37M0.0%+34.4%0.010%
2/17/2025 Pathstone Holdings LLC242,100$18.33M0.1%+1.3%0.135%
2/17/2025 Main Management Fund Advisors LLC761,400$57.63M8.8%-6.3%0.424%
2/17/2025 Main Management LLC206,100$15.60M1.3%-12.1%0.115%
2/17/2025 Northeast Financial Consultants Inc17,195$1.30M0.1%+0.9%0.010%
2/17/2025 Maven Securities LTD26,030$1.97M0.0%-104.5%0.014%
2/17/2025 Measured Risk Portfolios Inc.4,398$333K0.3%N/A0.002%
2/17/2025 Leigh Baldwin & CO. LLC440,009$33.30M0.2%N/A0.245%
2/17/2025 LMR Partners LLP44,978$3.40M0.0%+567.3%0.025%
2/17/2025 Laraway Financial Advisors Inc20,893$1.58M1.2%+2.1%0.012%
2/17/2025 J. Goldman & Co LP32,167$2.44M0.1%+363.0%0.018%
2/17/2025 Kaizen Financial Strategies3,320$251K0.1%-47.6%0.002%
2/17/2025 Hudson Bay Capital Management LP121,000$9.16M0.0%-184.0%0.067%
2/17/2025 Graham Capital Management L.P.74,000$5.60M0.1%-62.8%0.041%
2/17/2025 Focus Partners Wealth166,959$13.06M0.0%+432.1%0.093%
2/17/2025 Fosun International Ltd7,700$583K0.2%N/A0.004%
2/17/2025 Full Sail Capital LLC148,434$11.24M0.7%-0.3%0.083%
2/17/2025 Ensign Peak Advisors Inc215,219$16.29M0.0%-48.9%0.120%
2/17/2025 First Manhattan CO. LLC.5,064$383K0.0%N/A0.003%
2/17/2025 FWL Investment Management LLC5,534$419K0.2%+8.3%0.003%
2/17/2025 Cladis Investment Advisory LLC13,917$1.05M0.7%+1.5%0.008%
2/17/2025 D. E. Shaw & Co. Inc.1,068,052$80.84M0.1%+343.4%0.594%
2/17/2025 Dunhill Financial LLC1,200$91K0.0%N/A0.001%
2/17/2025 EHP Funds Inc.24,800$1.88M1.7%N/A0.014%
2/17/2025 EPG Wealth Management LLC1,036$78K0.0%-55.8%0.001%
2/17/2025 EP Wealth Advisors LLC49,266$3.73M0.0%-0.7%0.027%
2/17/2025 Concentric Capital Strategies LP18,447$1.40M0.1%-76.8%0.010%
2/17/2025 CoreCap Advisors LLC37,012$2.80M0.1%-17.4%0.021%
2/17/2025 Cresset Asset Management LLC21,423$1.62M0.0%-27.8%0.012%
2/17/2025 Crestline Management LP2,200$167K0.0%N/A0.001%
2/17/2025 Cambridge Investment Research Advisors Inc.448,469$33.95M0.1%-21.7%0.249%
2/17/2025 Cetera Investment Advisers761,613$57.65M0.1%-12.8%0.424%
2/17/2025 Cercano Management LLC342,407$25.92M0.7%N/A0.190%
2/17/2025 Bramshill Investments LLC11,000$833K0.1%N/A0.006%
2/17/2025 Capstone Investment Advisors LLC2,741$207K0.0%-91.5%0.002%
2/17/2025 Captrust Financial Advisors219,005$16.58M0.0%+3.5%0.122%
2/17/2025 Cary Street Partners Financial LLC35,173$2.66M0.1%N/A0.020%
2/17/2025 Caxton Associates LP3,078$233K0.0%-93.3%0.002%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
2/17/2025 Baird Financial Group Inc.320,769$24.28M0.0%+0.3%0.178%
2/17/2025 Baker Avenue Asset Management LP4,305$326K0.0%+13.7%0.002%
2/17/2025 Beaumont Capital Management LLC77,072$5.83M4.5%+28.6%0.043%
2/17/2025 Benjamin Edwards Inc.99,146$7.51M0.1%+6.8%0.055%
2/17/2025 Ameriprise Financial Inc.2,385,632$180.39M0.0%+34.8%1.327%
2/17/2025 AmeriServ Wealth Advisors57,100$4.32M2.3%N/A0.032%
2/17/2025 Ancora Advisors LLC4,344$329K0.0%+399.9%0.002%
2/17/2025 Aptus Capital Advisors LLC5,736$434K0.0%-97.1%0.003%
2/17/2025 4WEALTH Advisors Inc.4,713$357K0.4%N/A0.003%
2/17/2025 Adapt Wealth Advisors LLC15,441$1.17M0.6%-82.0%0.009%
(Data available from 1/1/2016 forward)

Remove Ads

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 1,270 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 121,138,149 shares in the last 24 months. This purchase volume represents approximately $8.57B 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 79,123,820 shares in the last 24 months. This volume of shares sold represents approximately $5.52B in transactions.


Related Companies

This page (NYSEARCA:XLU) was last updated on 3/27/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored