Who owns XLU?
State Street Utilities Select Sector SPDR ETF · State Street
1,578 institutions reported holding XLU, worth $14.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.3B | 28,238,512 | +196,698 shares |
| JPMorgan Chase & Co | New York, NY | $1.0B | 21,813,355 | −624,466 shares |
| Morgan Stanley | New York, NY | $997.4M | 21,999,155 | −1,367,118 shares |
| LPL Financial LLC | Fort Mill, SC | $690.4M | 15,226,190 | −787,855 shares |
| Wells Fargo & Company | San Francisco, CA | $605.2M | 13,347,881 | +141,881 shares |
| UBS Group AG | Zurich, Switzerland | $432.4M | 9,537,675 | −6,622,109 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $388.9M | 8,551,440 | +1,555,543 shares |
| BNP Paribas Financial Markets | Paris, France | $357.7M | 7,889,429 | +2,194,905 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $345.1M | 7,612,186 | +491,044 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $308.3M | 6,800,218 | −635,815 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLU?
1,578 institutional managers reported holding XLU in Form 13F filings for June 30, 2026, worth $14.9B in total. The largest reported position was held by Bank of America Corp., at $1.3B.
Did institutions buy or sell XLU last quarter?
Reported 13F value fell 1.7% from March 31, 2026, which includes price moves as well as buying and selling. 149 firms reported a new position and 126 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.