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 $13.39B in XLU holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLU tracked by InsiderSet, reporting ownership valued at approximately $1.29B in its March 31, 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 $1.24B, representing an estimated loss of -3.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed XLU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, 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
1,556
Total Reported Value
$13.39B
Largest Holder
Bank Of America Corp
Largest Position
$1.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 28,041,814 | $1,286,838,864 | $1,243,654,451 | -$43,184,413 | -3.36% | |
| Morgan Stanley | 0.06% | 23,366,273 | $1,072,278,371 | $1,036,294,208 | -$35,984,163 | -3.36% | |
| Ubs Group Ag | 0.13% | 16,159,784 | $741,572,488 | $716,686,420 | -$24,886,068 | -3.36% | |
| Lpl Financial Llc | 0.20% | 16,014,045 | $734,884,450 | $710,222,896 | -$24,661,554 | -3.36% | |
| Wells Fargo & Company/Mn | 0.12% | 13,206,000 | $606,023,368 | $585,686,100 | -$20,337,268 | -3.36% | |
| Ameriprise Financial Inc | 0.08% | 6,995,897 | $345,185,742 | $310,268,032 | -$34,917,710 | -10.12% | |
| Raymond James Financial Inc | 0.10% | 7,121,142 | $326,789,190 | $315,822,648 | -$10,966,542 | -3.36% | |
| Envestnet Asset Management Inc | 0.07% | 6,800,218 | $308,321,898 | $301,589,668 | -$6,732,230 | -2.18% | |
| Bnp Paribas Financial Markets | 0.17% | 5,694,524 | $261,321,706 | $252,552,139 | -$8,769,567 | -3.36% | |
| Menora Mivtachim Holdings Ltd. | 1.17% | 5,395,188 | $247,585,177 | $239,276,588 | -$8,308,589 | -3.36% | |
| Cibc World Market Inc. | 0.35% | 4,350,271 | $199,633,936 | $192,934,519 | -$6,699,417 | -3.36% | |
| Laura & John Arnold Foundation | 44.90% | 4,202,774 | $192,865,299 | $186,393,027 | -$6,472,272 | -3.36% | |
| Royal Bank Of Canada | 0.04% | 4,055,536 | $186,109,000 | $179,863,022 | -$6,245,978 | -3.36% | |
| Focus Partners Wealth | 0.20% | 3,952,034 | $181,358,849 | $175,272,708 | -$6,086,141 | -3.36% | |
| Osaic Holdings, Inc. | 0.26% | 3,834,783 | $175,993,991 | $170,072,626 | -$5,921,365 | -3.36% | |
| Truist Financial Corp | 0.20% | 3,594,262 | $162,963,827 | $159,405,520 | -$3,558,307 | -2.18% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.37% | 3,451,740 | $158,400,349 | $153,084,669 | -$5,315,680 | -3.36% | |
| Meitav Investment House Ltd | 1.05% | 3,442,907 | $156,101,378 | $152,692,925 | -$3,408,453 | -2.18% | |
| Goldman Sachs Group Inc | 0.02% | 3,349,398 | $153,703,892 | $148,545,801 | -$5,158,091 | -3.36% | |
| Factory Mutual Insurance Co | 1.36% | 3,181,400 | $144,244,676 | $141,095,090 | -$3,149,586 | -2.18% | |
| Saudi Central Bank | 1.84% | 3,099,466 | $140,002,879 | $137,461,317 | -$2,541,562 | -1.82% | |
| Cetera Investment Advisers | 0.14% | 2,949,282 | $135,342,562 | $130,800,657 | -$4,541,905 | -3.36% | |
| Westend Advisors, Llc | 2.62% | 2,591,111 | $117,482,251 | $114,915,773 | -$2,566,478 | -2.18% | |
| Stifel Financial Corp | 0.11% | 2,523,032 | $115,783,912 | $111,896,469 | -$3,887,443 | -3.36% | |
| Moss Adams Wealth Advisors Llc | 5.49% | 1,939,085 | $87,918,098 | $85,998,420 | -$1,919,678 | -2.18% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 1,751,137 | $80,359,677 | $77,662,926 | -$2,696,751 | -3.36% | |
| Globalt Investments Llc / Ga | 2.84% | 1,733,147 | $79,534,100 | $76,865,069 | -$2,669,031 | -3.36% | |
| Citigroup Inc | 0.03% | 1,642,226 | $74,458,522 | $72,832,723 | -$1,625,799 | -2.18% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,636,433 | $74,195,880 | $72,575,804 | -$1,620,076 | -2.18% | |
| Bank Of Montreal | 0.03% | 1,593,592 | $73,129,917 | $70,675,805 | -$2,454,112 | -3.36% | |
| Barclays Plc | 0.03% | 1,553,860 | $71,306,634 | $68,913,691 | -$2,392,943 | -3.36% | |
| Brevan Howard Capital Management Lp | 0.69% | 1,500,000 | $68,835,000 | $66,525,000 | -$2,310,000 | -3.36% | |
| Pgim Custom Harvest Llc | 1.02% | 1,428,807 | $65,567,974 | $63,367,590 | -$2,200,384 | -3.36% | |
| Caisse De Depot Et Placement Du Quebec | 0.10% | 1,353,006 | $62,089,445 | $60,005,816 | -$2,083,629 | -3.36% | |
| Cornerstone Advisors, Llc | 2.26% | 1,335,910 | $61,304,910 | $59,247,609 | -$2,057,302 | -3.36% | |
| Electron Capital Partners, Llc | 2.67% | 1,240,257 | $56,915,394 | $55,005,398 | -$1,909,996 | -3.36% | |
| Fil Ltd | 0.04% | 1,196,016 | $54,885,175 | $53,043,310 | -$1,841,865 | -3.36% | |
| University Of Illinois Foundation | 11.17% | 1,186,730 | $54,459,040 | $52,631,476 | -$1,827,565 | -3.36% | |
| Blackrock, Inc. | 0.00% | 1,093,175 | $50,165,806 | $48,482,311 | -$1,683,495 | -3.36% | |
| Private Advisor Group, Llc | 0.23% | 1,101,638 | $49,948,276 | $48,857,645 | -$1,090,631 | -2.18% | |
| Us Bancorp \De\ | 0.06% | 1,013,924 | $46,528,977 | $44,967,529 | -$1,561,448 | -3.36% | |
| Quadrature Capital Ltd | 0.49% | 906,135 | $41,582,535 | $40,187,087 | -$1,395,448 | -3.36% | |
| First Financial Bankshares Inc | 0.84% | 903,189 | $41,447,343 | $40,056,432 | -$1,390,911 | -3.36% | |
| Bw Gestao De Investimentos Ltda. | 1.84% | 900,000 | $41,301,000 | $39,915,000 | -$1,386,000 | -3.36% | |
| Rational Advisors, Inc. | 3.77% | 905,679 | $41,063,486 | $40,166,864 | -$896,622 | -2.18% | |
| Hightower Advisors, Llc | 0.04% | 866,525 | $39,765,029 | $38,430,384 | -$1,334,645 | -3.36% | |
| Victory Capital Management Inc | 0.02% | 841,800 | $38,630,202 | $37,333,830 | -$1,296,372 | -3.36% | |
| Summit Financial, Llc | 0.47% | 807,393 | $37,051,257 | $35,807,880 | -$1,243,377 | -3.36% | |
| Natixis | 0.15% | 807,279 | $37,046,033 | $35,802,824 | -$1,243,209 | -3.36% | |
| Mariner, Llc | 0.04% | 740,082 | $33,962,451 | $32,822,637 | -$1,139,814 | -3.36% |
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.