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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Mairs & Power Growth Fund, Matrix Private Capital Group, and Appaloosa Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2020Sequoia Financial AdvisorsBuy5089,655$535
Q4 2019Renaissance Technologies LLCBuy77,300193,600$12,510
Q4 2019Sequoia Financial AdvisorsBuy4049,147$591
Q3 2019Renaissance Technologies LLCBuy22,600116,300$7,529
Q3 2019Sequoia Financial AdvisorsSell-9,6878,743$566
Q2 2019Renaissance Technologies LLCSell-364,30093,700$5,587
Q2 2019Sequoia Financial AdvisorsSell-1,48618,430$1,099
Q1 2019Renaissance Technologies LLCBuy418,800458,000$26,642
Q1 2019Sequoia Financial AdvisorsSell-1,80819,916$1,158
Q4 2018Renaissance Technologies LLCSell-139,00039,200$2,074
Q4 2018Sequoia Financial AdvisorsSell-89521,724$1,150
Q3 2018Renaissance Technologies LLCBuy132,700178,200$9,382
Q3 2018Sequoia Financial AdvisorsSell-26622,619$1,191
Q2 2018Sequoia Financial AdvisorsBuy21322,885$1,189
Q1 2018Renaissance Technologies LLCSell-26,00045,500$2,299
Q1 2018Sequoia Financial AdvisorsSell-2,58022,672$1,146
Q4 2017Renaissance Technologies LLCBuy40,60071,500$3,767
Q4 2017Sequoia Financial AdvisorsSell-84425,252$1,330
Q3 2017Renaissance Technologies LLCSell-4,40030,900$1,639
Q3 2017Sequoia Financial AdvisorsSell-1,57526,096$1,384
Q2 2017Renaissance Technologies LLCSell-10,40035,300$1,834
Q2 2017Sequoia Financial AdvisorsSell-1,03827,671$1,438
Q1 2017Renaissance Technologies LLCSell-101,70045,700$2,345
Q1 2017Sequoia Financial AdvisorsBuy2,01628,709$1,473
Q4 2016Renaissance Technologies LLCBuy126,200147,400$7,159
Q4 2016Sequoia Financial AdvisorsBuy13,37226,693$1,296
Q3 2016Renaissance Technologies LLCSell-15,30021,200$1,039
Q2 2016Renaissance Technologies LLCSell-67,30036,500$1,915
Q2 2016Sequoia Financial AdvisorsBuy12,37413,321$699
Q1 2016Renaissance Technologies LLCBuy80,400103,800$5,151

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.

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