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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-635,815-8.6%6,800,218$308.32MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-2,901-2.5%113,802$5.16MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,223+26.5%5,843$264.92KQ2 2026Sep 23, 2026
State Street CorpBuy+253,869+117.3%470,354$21.33MQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+800—800$36.27KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-24,986-11.9%185,503$8.41MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+67,454+181.3%104,660$4.75MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+214+17.8%1,414$64.11KQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-992,861-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-6,218-1.9%329,766$14.95MQ2 2026Aug 27, 2026
Atx Financial Planning, LlcSell-11,622-35.4%21,234$962.74KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+148+1.6%9,180$416.21KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-39-0.1%28,207$1.26MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-40,276-9.1%400,695$18.17MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+1,318+6.7%20,863$945.93KQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+466+0.7%63,526$2.88MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+205+0.3%66,703$3.02MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcBuy+56+0.1%62,319$2.83MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+46+14.7%358$16.23KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+887+0.5%165,449$7.50MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+494—494$22.40KQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+237+3.7%6,722$304.77KQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+199+1.3%15,823$717.42KQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+1+0.4%253$11.49KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-82,157-12.5%572,951$25.98MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+78,620+110.4%149,835$6.79MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-8,518-16.8%42,208$1.91MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+7,504+10.0%82,318$3.73MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcSell-7,187-45.8%8,497$385.25KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+7,087+15.1%54,049$2.45MQ2 2026Aug 17, 2026
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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.