XLU

St Sr Utl Sl Se Spdr Etf-usd

+$1.3B

Net Activity

Institutions Holding

1574

Popularity Rank

#210

Avg Weight

0.42%

Total Value

$19.3B

Ownership Trend

1574 institutions currently hold XLU, with 830 net buyers and 605 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

605

Net Buying Institutions

830

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$1.3B
UG
UBS Group AG
$1.1B
MS
Morgan Stanley
$1.1B
JC
Jpmorgan Chase & Co
$1.0B
LF
LPL Financial LLC
$734.9M

Top 5 by Conviction

L&
Laura & John Arnold Foundation
44.90%
MA
Moss Adams Wealth Advisors LLC
6.03%
SC
Saudi Central Bank
3.01%
GI
GLOBALT Investments LLC / GA
2.84%
WA
WestEnd Advisors, LLC
2.67%
View all 1574 holding institutions

Quarterly Activity

Recent Activity

+$14.9B

Total Buy Value

$7.0B

Total Sell Value

New buy174
Trim491
Add656
Sold out114

830

Net Buyers

605

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ST SR UTL SL SE SPDR ETF-USD (XLU)?
Major stakeholders currently include Bank Of America CORP /de/ ($1.3B), UBS Group AG ($1.1B), Morgan Stanley ($1.1B). Based on the latest 13F filings, there are a total of 1574 tracked investment funds and institutions maintaining positions in XLU.
What is the overall institutional sentiment toward XLU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.3B, driven by 830 managers accumulating shares while 605 reduced their exposure.
Which institutions have been selling or reducing their XLU positions?
In the latest period, 491 funds trimmed their holdings, and 114 managers completely exited their positions. The aggregate reported sell value was $7.0B.
Are there any notable investors adding XLU to their portfolios?
Yes, buying activity remains notable. 174 institutions opened new positions in {ticker}, and 656 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.9B.

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