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Utilities Select Sector SPDR Fund (XLU) Institutional Ownership

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$68.41
+0.54 (+0.80%)
(As of 05/3/2024 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)
700
Total
Institutional Inflows
(last 12 months)
$3.00B
Number of
Institutional Sellers
(last 12 months)
571
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
5/4/2024Noesis Capital Mangement Corp12,230$803K0.2%-4.8%0.007%
5/4/2024Essex LLC10,512$690K0.2%+3.7%0.006%
5/4/20249258 Wealth Management LLC6,103$401K0.1%+8.7%0.003%
5/4/2024Valley Wealth Managers Inc.883$58K0.0%+32.2%0.000%
5/4/2024Csenge Advisory Group81,665$5.36M0.3%-0.5%0.045%
5/3/2024Carson Advisory Inc.8,298$545K0.4%+2.6%0.005%
5/3/2024RIA Advisory Group LLC4,955$325K0.1%N/A0.003%
5/3/2024Larson Financial Group LLC3,841$252K0.0%-16.5%0.002%
5/3/2024Callan Capital LLC29,643$1.95M0.2%-2.4%0.016%
5/3/2024Rehmann Capital Advisory Group7,593$499K0.0%-18.5%0.004%
5/3/2024Chevy Chase Trust Holdings LLC100,538$6.60M0.0%-19.2%0.056%
5/3/2024Whittier Trust Co. of Nevada Inc.5,451$358K0.0%+58.0%0.003%
5/2/2024Mutual Advisors LLC31,479$2.07M0.1%-55.2%0.018%
5/2/2024Diversified LLC15,819$1.04M0.1%-1.7%0.009%
5/2/2024Salomon & Ludwin LLC3,318$218K0.0%-61.4%0.002%
5/2/2024RiverFront Investment Group LLC3,526$231K0.0%-6.1%0.002%
5/2/2024USAdvisors Wealth Management LLC13,788$899K0.3%-7.6%0.008%
5/2/2024Financial Counselors Inc.16,212$1.06M0.0%-2.9%0.009%
5/2/2024FinTrust Capital Advisors LLC626$41K0.0%+79.4%0.000%
5/2/2024Graypoint LLC81,568$5.36M0.4%-26.8%0.045%
5/2/2024GSB Wealth Management LLC4,810$316K0.1%-38.7%0.003%
5/2/2024Vantage Financial Partners LLC15,973$1.05M0.3%N/A0.009%
5/2/2024 Comprehensive Wealth Management LLC11,765$772K0.6%+15.4%0.007%
5/2/2024 Moloney Securities Asset Management LLC10,899$716K0.1%+2.0%0.006%
5/2/2024 ESG Planning DBA Harper Investing6,329$416K0.5%N/A0.004%
5/2/2024 Greenwood Capital Associates LLC33,852$2.22M0.3%+60.0%0.019%
5/1/2024 Stone Point Wealth LLC14,095$925K0.3%-7.6%0.008%
5/1/2024 StoneX Group Inc.18,641$1.22M0.1%+25.3%0.010%
5/1/2024 1834 Investment Advisors Co.8,550$561K0.1%-26.9%0.005%
5/1/2024 Cherry Tree Wealth Management LLC6,636$436K0.1%-4.6%0.004%
5/1/2024 Janney Montgomery Scott LLC1,835,061$120.47M0.4%+3.7%1.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.42,190$2.77M0.0%-45.4%0.023%
5/1/2024 BOK Financial Private Wealth Inc.691$45K0.0%-42.0%0.000%
5/1/2024 Retirement Group LLC1,278$84K0.0%-34.2%0.001%
5/1/2024 Bray Capital Advisors47,977$3.15M0.8%+2.4%0.026%
5/1/2024 Sequoia Financial Advisors LLC8,888$584K0.0%+51.4%0.005%
5/1/2024 Diversify Advisory Services LLC3,176$207K0.0%N/A0.002%
4/30/2024 Private Advisor Group LLC158,548$10.41M0.1%+6.1%0.087%
4/30/2024 Consolidated Portfolio Review Corp7,678$504K0.1%-9.0%0.004%
4/30/2024 Lodestone Wealth Management LLC6,283$412K0.2%+2.9%0.003%
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4/30/2024 J.W. Cole Advisors Inc.120,821$7.91M0.4%-28.5%0.066%
4/30/2024 Granite Harbor Advisors Inc.13,565$891K0.6%+3.4%0.007%
4/30/2024 Hartline Investment Corp9,949$653K0.1%N/A0.005%
4/30/2024 North Star Investment Management Corp.3,031$199K0.0%+65.1%0.002%
4/30/2024 Longbow Finance SA237,531$15.60M1.6%N/A0.130%
4/30/2024 Turtle Creek Wealth Advisors LLC1,033$68K0.0%-90.4%0.001%
4/30/2024 Cordatus Wealth Management LLC32,637$2.14M1.6%N/A0.018%
4/30/2024 Arkadios Wealth Advisors11,418$750K0.1%-5.7%0.006%
4/30/2024 Perigon Wealth Management LLC22,261$1.46M0.0%+4.3%0.012%
4/30/2024 Privium Fund Management UK Ltd55,070$3.60M1.8%-16.6%0.030%
4/29/2024Commonwealth Equity Services LLC653,971$42.93M0.1%-7.4%0.358%
4/29/2024 Mcdaniel Terry & Co.8,088$531K0.0%N/A0.004%
4/29/2024 Benjamin Edwards Inc.8,898$584K0.1%+240.3%0.005%
4/29/2024 Crew Capital Management Ltd.13,817$907K0.7%-61.4%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.20,604$1.35M0.0%+243.3%0.011%
4/29/2024 Cabana LLC24,383$1.59M6.8%+87.9%0.013%
4/29/2024 Meritage Portfolio Management108,077$7.10M0.5%-6.3%0.059%
4/29/2024 RWA Wealth Partners LLC8,300$545K0.0%-35.4%0.005%
4/29/2024 Phillips Wealth Planners LLC4,472$281K0.3%+22.5%0.002%
4/29/2024 American Capital Advisory LLC4,638$314K0.2%+1,580.4%0.003%
4/29/2024 Union Savings Bank3,985$262K0.1%-8.2%0.002%
4/27/2024 Glass Jacobson Investment Advisors llc18,479$1.21M0.5%-4.4%0.010%
4/27/2024 Millburn Ridgefield Corp30,129$1.98M0.1%-8.8%0.016%
4/26/2024 Pinnacle Associates Ltd.4,652$305K0.0%-3.9%0.003%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA36,467$2.39M1.0%+3.6%0.020%
4/26/2024 YHB Investment Advisors Inc.5,016$329K0.0%-30.2%0.003%
4/26/2024 Clear Creek Financial Management LLC8,027$525K0.1%+7.7%0.004%
4/26/2024 Mesirow Financial Investment Management Inc.11,709$769K0.0%N/A0.006%
4/26/2024 KG&L Capital Management LLC4,086$268K0.1%+3.9%0.002%
4/26/2024 Terra Nova Asset Management LLC6,105$401K0.3%N/A0.003%
4/25/2024 Capital Investment Advisory Services LLC26,183$1.72M0.2%-87.1%0.014%
4/25/2024 HTLF Bank75,506$4.96M0.6%+6.5%0.041%
4/25/2024 Triumph Capital Management33,739$2.20M0.9%+421.9%0.018%
4/25/2024 L.M. Kohn & Company12,026$789K0.2%-29.4%0.007%
4/25/2024 GFS Advisors LLC4,105$269K0.0%-26.8%0.002%
4/25/2024 Valeo Financial Advisors LLC4,643$310K0.0%+9.1%0.003%
4/25/2024 Summit Financial LLC13,791$905K0.1%-2.8%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.325,707$21.38M0.1%-12.0%0.178%
4/24/2024 Private Trust Co. NA19,768$1.30M0.1%-1.3%0.011%
4/24/2024 Krilogy Financial LLC87,758$5.76M0.4%+24.8%0.048%
4/24/2024 PSI Advisors LLC7,682$504K0.2%-15.3%0.004%
4/24/2024 Patton Albertson Miller Group LLC9,661$634K0.1%-4.4%0.005%
4/24/2024 Activest Wealth Management945$62K0.0%+1,160.0%0.001%
4/24/2024 Newbridge Financial Services Group Inc.2,525$166K0.1%-35.1%0.001%
4/24/2024 Adams Diversified Equity Fund Inc.110,000$7.22M0.3%N/A0.060%
4/24/2024 Premier Path Wealth Partners LLC24,689$1.62M0.3%+20.9%0.013%
4/24/2024 Zullo Investment Group Inc.28,792$1.89M0.9%+1.2%0.016%
4/24/2024 Paragon Financial Partners Inc.47,879$3.14M2.6%+7.0%0.026%
4/24/2024 Dakota Wealth Management101,309$6.65M0.2%-2.4%0.055%
4/24/2024 Smith Anglin Financial LLC6,612$434K0.0%N/A0.004%
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4/24/2024 Simplicity Wealth LLC4,559$299K0.0%+20.6%0.002%
4/24/2024 NBT Bank N A NY41,869$2.75M0.2%-0.9%0.023%
4/24/2024 Spire Wealth Management84,078$5.52M0.2%+0.4%0.046%
4/24/2024 Gunma Bank Ltd.155,000$10.18M5.4%+47.6%0.085%
4/24/2024 Solstein Capital LLC17,554$1.15M0.8%+19.8%0.010%
4/24/2024 H&H Retirement Design & Management INC51,753$3.42M2.3%-12.6%0.028%
4/24/2024 Bar Harbor Wealth Management77,821$5.11M0.3%+8.1%0.043%
4/23/2024 Bfsg LLC12,590$827K0.1%+1.9%0.007%
4/23/2024 Global Retirement Partners LLC48,632$3.19M0.1%-1.1%0.027%
4/23/2024 United Asset Strategies Inc.9,723$638K0.1%-71.6%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, 1,307 institutional investors and hedge funds held shares of Utilities Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($660.37M), Caisse DE Depot ET Placement DU Quebec ($324.20M), Harel Insurance Investments & Financial Services Ltd. ($256.22M), Wells Fargo & Company MN ($230.77M), LPL Financial LLC ($213.44M), Healthcare of Ontario Pension Plan Trust Fund ($211.46M), and Toronto Dominion Bank ($210.92M).Learn more on XLU's institutional investors.

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

Of the 1,163 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: Bank of Nova Scotia ($5.51M), Caisse DE Depot ET Placement DU Quebec ($5.50M), Toronto Dominion Bank ($4.58M), Harel Insurance Investments & Financial Services Ltd. ($4.04M), Migdal Insurance & Financial Holdings Ltd. ($3.70M), Envestnet Asset Management Inc. ($3.48M), 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 113,008,528 shares in the last 24 months. This purchase volume represents approximately $7.55B in transactions.

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

Of the 820 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: Prudential PLC ($7.48M), Barclays PLC ($5.01M), Bessemer Group Inc. ($3.79M), Migdal Insurance & Financial Holdings Ltd. ($2.81M), JPMorgan Chase & Co. ($2.66M), Healthcare of Ontario Pension Plan Trust Fund ($2.20M), 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 67,182,589 shares in the last 24 months. This volume of shares sold represents approximately $4.49B in transactions.


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

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