Who Owns XLU?
State Street Utilities Select Sector SPDR ETF — Institutional Ownership & 13F Holdings
$46.30
+0.10 (+0.22%)
Market Cap
$24.4B
Shares Outstanding
533,983,195
Institutional Holders
1,314
Total Inst. Value
$10.1B
% of Float Held
—
QoQ Holder Change
+658
Institutional data as of Q1 2025
New Positions
396
Closed Positions
121
Increased
403
Decreased
361
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $1.0B | 12,741,579 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $952.4M | 12,079 |
| 3 | BANK OF AMERICA CORP /DE/ | $781.8M | 9,915,100 |
| 4 | GOLDMAN SACHS GROUP INC | $587.6M | 7,451,495 |
| 5 | BESSEMER GROUP INC | $477.7M | 6,058,759 |
| 6 | JPMORGAN CHASE & CO | $353.0M | 4,476,381 |
| 7 | UBS Group AG | $279.2M | 3,540,571 |
| 8 | WELLS FARGO & COMPANY/MN | $234.1M | 2,968,521 |
| 9 | AMERIPRISE FINANCIAL INC | $226.9M | 2,865,869 |
| 10 | MENORA MIVTACHIM HOLDINGS LTD. | $217.9M | 2,763,194 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +538 | $952.4M |
| GOLDMAN SACHS GROUP INC | +95K | $587.6M |
| BESSEMER GROUP INC | +24K | $477.7M |
| JPMORGAN CHASE & CO | +2.7M | $353.0M |
| WELLS FARGO & COMPANY/MN | +290K | $234.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARTIN & CO INC /TN/ | -12.8M | $4.9M |
| MENORA MIVTACHIM HOLDINGS LTD. | -1.2M | $217.9M |
| Mizuho Bank, Ltd. | -873K | $47.3M |
| MORGAN STANLEY | -712K | $1.0B |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -700K | $186.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold XLU?
As of Q1 2025, 1314 institutional investors report holding XLU (State Street Utilities Select Sector SPDR ETF) in their 13F filings.
Which hedge fund owns the most XLU?
The largest institutional holder of XLU is MORGAN STANLEY with $1.0B in shares.
Are institutions buying or selling XLU?
This quarter, 396 institutions opened new positions in XLU and 121 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.