XLU Utilities Select Sector SPDR

AMX
$41.15

Utilities Select Sector SPDR (XLU) Institutional Ownership

What the institutions did with XLU last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
17
filed both this quarter and last
Managers holding
16
-1 on the quarter
Buyers
6
0 opened new
Sellers
4
1 sold out entirely
Buyer share
60.0%
of managers who traded it
Breadth
+20.0
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
FIRST FINANCIAL BANK - TRUST DIVISION 420.3K 77.4%
CX Institutional 52.8K 9.7%
Montecito Bank & Trust 23.0K 4.2%
Boltwood Capital Management 20.0K 3.7%
Hickory Point Bank & Trust 10.6K 2.0%
First Citizens Financial Corp 6.5K 1.2%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5.6K 1.0%
Coastline Trust Co 1.5K 0.3%
EASTERN BANK 800 0.1%
ACIMA PRIVATE WEALTH, LLC 728 0.1%
Rosenberg Matthew Hamilton 326 0.1%
TOMPKINS FINANCIAL CORP 246 0.0%
Roxbury Financial LLC 227 0.0%
Versant Capital Management, Inc 222 0.0%
MassMutual Private Wealth & Trust, FSB 200 0.0%
Olistico Wealth, LLC 80 0.0%

Largest changes

Manager Action Previous Current Change
CX Institutional Increased 38.5K 52.8K +14.3K
FIRST FINANCIAL BANK - TRUST DIVISION Increased 406.7K 420.3K +13.7K
PARK NATIONAL CORP /OH/ Sold Out 4.4K 0 -4.4K
Coastline Trust Co Reduced 2.6K 1.5K -1.1K
First Citizens Financial Corp Increased 5.9K 6.5K +568
MassMutual Private Wealth & Trust, FSB Reduced 582 200 -382
Montecito Bank & Trust Reduced 23.3K 23.0K -300
Hickory Point Bank & Trust Increased 10.5K 10.6K +120
Boltwood Capital Management Increased 19.9K 20.0K +42
Roxbury Financial LLC Increased 226 227 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.