UTILITIES SELECT SECTOR SPDR (XLU) Institutional Ownership Changes & 13F Activity
UTILITIES SELECT SECTOR SPDR (XLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Provida Pension Fund Administrator, Envestnet Asset Management Inc, State Street Corp, Equitable Holdings, Inc., and Proficio Capital Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -635,815 | -8.6% | 6,800,218 | $308.32M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -2,901 | -2.5% | 113,802 | $5.16M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +1,223 | +26.5% | 5,843 | $264.92K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +253,869 | +117.3% | 470,354 | $21.33M | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +800 | — | 800 | $36.27K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Sell | -24,986 | -11.9% | 185,503 | $8.41M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +67,454 | +181.3% | 104,660 | $4.75M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +214 | +17.8% | 1,414 | $64.11K | Q2 2026 | Sep 02, 2026 |
| Provida Pension Fund Administrator | Sell | -992,861 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -6,218 | -1.9% | 329,766 | $14.95M | Q2 2026 | Aug 27, 2026 |
| Atx Financial Planning, Llc | Sell | -11,622 | -35.4% | 21,234 | $962.74K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +148 | +1.6% | 9,180 | $416.21K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -39 | -0.1% | 28,207 | $1.26M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -40,276 | -9.1% | 400,695 | $18.17M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +1,318 | +6.7% | 20,863 | $945.93K | Q2 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Buy | +466 | +0.7% | 63,526 | $2.88M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +205 | +0.3% | 66,703 | $3.02M | Q2 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Buy | +56 | +0.1% | 62,319 | $2.83M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +46 | +14.7% | 358 | $16.23K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +887 | +0.5% | 165,449 | $7.50M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +494 | — | 494 | $22.40K | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +237 | +3.7% | 6,722 | $304.77K | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +199 | +1.3% | 15,823 | $717.42K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +1 | +0.4% | 253 | $11.49K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -82,157 | -12.5% | 572,951 | $25.98M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +78,620 | +110.4% | 149,835 | $6.79M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -8,518 | -16.8% | 42,208 | $1.91M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +7,504 | +10.0% | 82,318 | $3.73M | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Sell | -7,187 | -45.8% | 8,497 | $385.25K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +7,087 | +15.1% | 54,049 | $2.45M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about XLU activity
Which institutional owners are buying XLU?
Institutional owners buying XLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XLU activity?
"Buy" means an investor increased their reported position in XLU compared to the prior reporting period. This reflects growing exposure to UTILITIES SELECT SECTOR SPDR (XLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XLU increasing?
Institutional interest in XLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.