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XLU Institutional Ownership & 13F Holders | SmartMoneyDB

XLUSELECT SECTOR SPDR TR

ST STR UTIL ETF · CUSIP 81369Y886

Smart Money Ownership

Of the 11 tracked institutions holding XLU, 6 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +6.2pt. It's a gauge of who owns the name, not just how many.

XLU (SELECT SECTOR SPDR TR) Institutional Ownership Summary

Among the 11 tracked institutional investors we monitor, XLU (SELECT SECTOR SPDR TR) is held with a combined value of $223.93M across 4,938,814 shares. The largest holder is BlackRock, Inc. with a position worth $77.00M. WELLINGTON MANAGEMENT GROUP LLP opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$223.93M

Total Shares Held

4,938,814

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WELLINGTON MANAGEMENT GROUP LLPNew position~$42.9M BlackRock, Inc.+55% shares~$27.4M STATE STREET CORP+117% shares~$11.5M Gotham Asset Management, LLC+54% shares~$4.0M CITADEL ADVISORS LLC+181% shares~$3.1M

13F Institutional Holders

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BlackRock, Inc.

0.00% of book+55.3%

$77.00M

WELLINGTON MANAGEMENT GROUP LLP

0.01% of bookNew

$42.89M

RENAISSANCE TECHNOLOGIES LLC

Gotham Asset Management, LLC

0.03% of book+53.6%

$11.53M

MILLENNIUM MANAGEMENT LLC

0.01% of book-97.9%

$10.42M

AQR CAPITAL MANAGEMENT LLC

Fisher Asset Management, LLC

0.00% of book-38.2%

$636.96K

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$77.00M	1,698,178	0.00%	+55.3%
2	WELLINGTON MANAGEMENT GROUP LLP	$42.89M	945,995	0.01%	New
3	RENAISSANCE TECHNOLOGIES LLC	$27.48M	606,100	0.04%	-13.9%
4	STATE STREET CORP	$21.33M	470,354	0.00%	+117.3%
5	FMR LLC	$20.13M	443,917	0.00%	-20.9%
6	Gotham Asset Management, LLC	$11.53M	254,300	0.03%	+53.6%
7	MILLENNIUM MANAGEMENT LLC	$10.42M	229,909	0.01%	-97.9%
8	AQR CAPITAL MANAGEMENT LLC	$7.32M	161,353	0.00%	-0.8%
9	CITADEL ADVISORS LLC	$4.75M	104,660	0.00%	+181.3%
10	Fisher Asset Management, LLC	$636.96K	14,048	0.00%	-38.2%

Congress Trading

2 members · 3 disclosed trades in XLU

Member	Type	Amount	Date
Thomas H Tuberville	Buy	$15,001 - $50,000	Dec 17, 2025
Patrick J Toomey	Sell	$1,001 - $15,000	Feb 27, 2015
Patrick J Toomey	Buy	$1,001 - $15,000	Jan 30, 2015

Frequently Asked Questions

Which institutional investors own the most XLU stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of XLU with a position worth $77.00M, representing 0.00% of their portfolio. In total, 11 institutional investors hold XLU with a combined value of $223.93M.

Are hedge funds buying or selling XLU?

In the most recent quarter, 1 fund opened a new position in XLU. Additionally, 4 increased their holdings and 5 reduced their positions.

What percentage of XLU is owned by institutional investors?

Institutional investors hold $223.93M worth of XLU stock across 11 positions. The largest institutional holder is BlackRock, Inc. with $77.00M in holdings.

What is a 13F filing and why does it matter for XLU?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For XLU, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track XLU institutional moves

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