UTILITIES SELECT SECTOR SPDR (XLU) Institutional Shareholders
UTILITIES SELECT SECTOR SPDR (XLU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $16.30B in XLU holdings during the latest filing period.
Peakshares Llc is currently the largest disclosed institutional shareholder of XLU tracked by InsiderSet, reporting ownership valued at approximately $1.68B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.55M, representing an estimated loss of -99.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed XLU value among the investors covered in this analysis. Major shareholders include Peakshares Llc, Bank Of America Corp, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in UTILITIES SELECT SECTOR SPDR (XLU).
This page ranks the largest institutional XLU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,544
Total Reported Value
$16.30B
Largest Holder
Peakshares Llc
Largest Position
$1.68B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peakshares Llc | 1.25% | 37,138 | $1,683,837,000 | $1,548,283 | -$1,682,288,717 | -99.91% | |
| Bank Of America Corp | 0.08% | 28,238,512 | $1,280,334,151 | $1,177,263,565 | -$103,070,586 | -8.05% | |
| Jpmorgan Chase & Co | 0.06% | 21,813,355 | $1,003,850,710 | $909,398,770 | -$94,451,940 | -9.41% | |
| Morgan Stanley | 0.05% | 21,999,155 | $997,441,765 | $917,144,772 | -$80,296,993 | -8.05% | |
| Lpl Financial Llc | 0.16% | 15,226,190 | $690,355,371 | $634,779,861 | -$55,575,510 | -8.05% | |
| Wells Fargo & Company/Mn | 0.11% | 13,347,881 | $605,192,925 | $556,473,159 | -$48,719,766 | -8.05% | |
| Ubs Group Ag | 0.07% | 9,537,675 | $432,438,185 | $397,625,671 | -$34,812,514 | -8.05% | |
| Ameriprise Financial Inc | 0.08% | 8,551,440 | $388,898,929 | $356,509,534 | -$32,389,395 | -8.33% | |
| Bnp Paribas Financial Markets | 0.19% | 7,889,429 | $357,706,711 | $328,910,295 | -$28,796,416 | -8.05% | |
| Raymond James Financial Inc | 0.09% | 7,612,186 | $345,136,514 | $317,352,034 | -$27,784,480 | -8.05% | |
| Envestnet Asset Management Inc | 0.07% | 6,800,218 | $308,321,898 | $283,501,088 | -$24,820,810 | -8.05% | |
| Royal Bank Of Canada | 0.05% | 6,573,429 | $298,039,000 | $274,046,255 | -$23,992,745 | -8.05% | |
| Goldman Sachs Group Inc | 0.03% | 6,063,609 | $274,924,044 | $252,791,859 | -$22,132,185 | -8.05% | |
| Menora Mivtachim Holdings Ltd. | 0.95% | 5,395,188 | $244,617,824 | $224,925,388 | -$19,692,436 | -8.05% | |
| Osaic Holdings, Inc. | 0.22% | 4,206,517 | $190,742,485 | $175,369,694 | -$15,372,791 | -8.06% | |
| Main Management Etf Advisors, Llc | 5.13% | 3,739,385 | $169,544,000 | $155,894,961 | -$13,649,039 | -8.05% | |
| Truist Financial Corp | 0.20% | 3,594,262 | $162,963,827 | $149,844,783 | -$13,119,044 | -8.05% | |
| Janney Montgomery Scott Llc | 0.31% | 3,487,951 | $158,144,000 | $145,412,677 | -$12,731,323 | -8.05% | |
| Meitav Investment House Ltd | 1.05% | 3,442,907 | $156,101,378 | $143,534,793 | -$12,566,585 | -8.05% | |
| Factory Mutual Insurance Co | 1.36% | 3,181,400 | $144,244,676 | $132,632,566 | -$11,612,110 | -8.05% | |
| Saudi Central Bank | 1.84% | 3,099,466 | $140,002,879 | $129,216,738 | -$10,786,141 | -7.70% | |
| Phoenix Financial Ltd. | 0.91% | 2,930,565 | $132,871,308 | $122,175,255 | -$10,696,053 | -8.05% | |
| Cetera Investment Advisers | 0.12% | 2,908,419 | $131,867,712 | $121,251,988 | -$10,615,724 | -8.05% | |
| Mufg Bank, Ltd. | 3.56% | 2,788,000 | $126,407,920 | $116,231,720 | -$10,176,200 | -8.05% | |
| Westend Advisors, Llc | 2.62% | 2,591,111 | $117,482,251 | $108,023,418 | -$9,458,833 | -8.05% | |
| Barclays Plc | 0.04% | 2,539,318 | $115,132,677 | $105,864,167 | -$9,268,510 | -8.05% | |
| Bessemer Group Inc | 0.16% | 2,522,611 | $114,376,000 | $105,167,653 | -$9,208,347 | -8.05% | |
| Focus Partners Wealth | 0.11% | 2,337,916 | $106,001,204 | $97,467,718 | -$8,533,486 | -8.05% | |
| Cibc World Market Inc. | 0.17% | 2,256,360 | $102,303,362 | $94,067,648 | -$8,235,714 | -8.05% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.61% | 2,110,205 | $95,676,695 | $87,974,446 | -$7,702,249 | -8.05% | |
| Stifel Financial Corp | 0.08% | 2,082,580 | $94,424,736 | $86,822,760 | -$7,601,976 | -8.05% | |
| Moss Adams Wealth Advisors Llc | 5.49% | 1,939,085 | $87,918,098 | $80,840,454 | -$7,077,644 | -8.05% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 1,751,137 | $80,359,677 | $73,004,902 | -$7,354,775 | -9.15% | |
| Globalt Investments Llc / Ga | 2.67% | 1,746,448 | $79,183,937 | $72,809,417 | -$6,374,520 | -8.05% | |
| Bank Of Montreal | 0.03% | 1,740,395 | $78,909,503 | $72,557,068 | -$6,352,435 | -8.05% | |
| Blackrock, Inc. | 0.00% | 1,698,178 | $76,995,409 | $70,797,041 | -$6,198,368 | -8.05% | |
| Citigroup Inc | 0.03% | 1,642,226 | $74,458,522 | $68,464,402 | -$5,994,120 | -8.05% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,636,433 | $74,195,880 | $68,222,892 | -$5,972,988 | -8.05% | |
| Pgim Custom Harvest Llc | 0.85% | 1,501,241 | $68,066,287 | $62,586,737 | -$5,479,550 | -8.05% | |
| Cornerstone Advisors, Llc | 1.99% | 1,335,910 | $60,570,159 | $55,694,088 | -$4,876,071 | -8.05% | |
| Private Advisor Group, Llc | 0.23% | 1,101,638 | $49,948,276 | $45,927,288 | -$4,020,988 | -8.05% | |
| Allen Investment Management, Llc | 0.56% | 1,049,444 | $47,581,791 | $43,751,320 | -$3,830,471 | -8.05% | |
| D. E. Shaw & Co., Inc. | 0.03% | 1,040,792 | $47,189,509 | $43,390,618 | -$3,798,891 | -8.05% | |
| Provida Pension Fund Administrator | 0.77% | 992,861 | $45,562,391 | $41,392,375 | -$4,170,016 | -9.15% | |
| Mml Investors Services, Llc | 0.09% | 984,601 | $44,641,830 | $41,048,016 | -$3,593,814 | -8.05% | |
| Mai Capital Management | 0.16% | 954,172 | $43,262,169 | $39,779,431 | -$3,482,738 | -8.05% | |
| Wellington Management Group Llp | 0.01% | 945,995 | $42,891,413 | $39,438,532 | -$3,452,881 | -8.05% | |
| Victory Capital Management Inc | 0.02% | 926,248 | $41,996,085 | $38,615,279 | -$3,380,806 | -8.05% | |
| Agave Capital Management Ltd | 4.52% | 912,326 | $41,364,861 | $38,034,871 | -$3,329,990 | -8.05% | |
| Rational Advisors, Inc. | 3.77% | 905,679 | $41,063,486 | $37,757,758 | -$3,305,728 | -8.05% |
Frequently asked questions about XLU
Who owns the most XLU stock?
The largest holders of XLU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UTILITIES SELECT SECTOR SPDR (XLU).
Is XLU widely held by superinvestors?
Many widely followed stocks like XLU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.