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Who owns XLUWhat XLU owns — n/a

Who owns State Street Utilities Select Sector SPDR ETF?

Institutional ownership of XLU from SEC Form 13F filings across 766 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

766

13F holders

$12.78B

value, 2026 filers

49.3%

of shares outstanding (255.1M sh)

71

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XLU's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/28.2M$1.28B0.1%5.5%+0.7%
2MORGAN STANLEY22.0M$997.4M0.1%4.2%-5.9%
3JPMORGAN CHASE & CO21.8M$1.00B0.1%4.2%-2.8%
4LPL Financial LLC15.2M$690.4M0.2%2.9%-4.9%
5WELLS FARGO & COMPANY/MN13.3M$605.2M0.1%2.6%+1.1%
6UBS Group AG9.5M$432.4M0.1%1.8%-41.0%
7AMERIPRISE FINANCIAL INC8.6M$388.9M0.1%1.7%+22.2%
8BNP PARIBAS FINANCIAL MARKETS7.9M$357.7M0.1%1.5%+38.5%
9RAYMOND JAMES FINANCIAL INC7.6M$345.1M0.1%1.5%+6.9%
10ENVESTNET ASSET MANAGEMENT INC6.8M$308.3M0.1%1.3%-8.6%
11ROYAL BANK OF CANADA6.6M$298.0M0.0%1.3%+62.1%
12GOLDMAN SACHS GROUP INC6.1M$274.9M0.0%1.2%+81.0%
13OSAIC HOLDINGS, INC.4.2M$190.7M0.2%0.8%+9.7%
14TRUIST FINANCIAL CORP3.6M$163.0M0.2%0.7%-1.2%
15Janney Montgomery Scott LLC3.5M$158,1440.3%0.7%+1.6%
16Saudi Central Bank3.1M$140.0M1.8%0.6%0.0%
17Phoenix Financial Ltd.2.9M$132.9M0.9%0.6%+326.8%
18Cetera Investment Advisers2.9M$131.9M0.1%0.6%-1.4%
19BARCLAYS PLC2.5M$115.1M0.0%0.5%+63.4%
20BESSEMER GROUP INC2.5M$114,3760.2%0.5%+28.0%
21Focus Partners Wealth2.3M$106.0M0.1%0.5%-40.8%
22CIBC WORLD MARKET INC.2.3M$102.3M0.2%0.4%-48.1%
23Cambridge Investment Research Advisors, Inc.2.2M$99,4580.2%0.4%+103.1%
24Migdal Insurance & Financial Holdings Ltd.2.1M$95.7M0.6%0.4%-38.9%
25STIFEL FINANCIAL CORP2.1M$94.4M0.1%0.4%-17.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.