XLU Utilities Select Sector SPDR
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 June 30, 2026.
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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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.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 28.2M | 8.6% |
| MORGAN STANLEY | 22.0M | 6.7% |
| JPMORGAN CHASE & CO | 21.8M | 6.6% |
| LPL Financial LLC | 15.2M | 4.6% |
| WELLS FARGO & COMPANY/MN | 13.3M | 4.1% |
| UBS Group AG | 9.5M | 2.9% |
| AMERIPRISE FINANCIAL INC | 8.6M | 2.6% |
| BNP PARIBAS FINANCIAL MARKETS | 7.9M | 2.4% |
| RAYMOND JAMES FINANCIAL INC | 7.6M | 2.3% |
| ENVESTNET ASSET MANAGEMENT INC | 6.8M | 2.1% |
| ROYAL BANK OF CANADA | 6.6M | 2.0% |
| GOLDMAN SACHS GROUP INC | 6.1M | 1.8% |
| MENORA MIVTACHIM HOLDINGS LTD. | 5.4M | 1.6% |
| OSAIC HOLDINGS, INC. | 4.2M | 1.3% |
| Main Management ETF Advisors, LLC | 3.7M | 1.1% |
| TRUIST FINANCIAL CORP | 3.6M | 1.1% |
| Janney Montgomery Scott LLC | 3.5M | 1.1% |
| MEITAV INVESTMENT HOUSE LTD | 3.4M | 1.0% |
| FACTORY MUTUAL INSURANCE CO | 3.2M | 1.0% |
| Saudi Central Bank | 3.1M | 0.9% |
| Phoenix Financial Ltd. | 2.9M | 0.9% |
| Main Management Fund Advisors LLC | 2.9M | 0.9% |
| Cetera Investment Advisers | 2.9M | 0.9% |
| MUFG BANK, LTD. | 2.8M | 0.8% |
| WestEnd Advisors, LLC | 2.6M | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Reduced | 16.2M | 9.5M | -6.6M |
| Main Management ETF Advisors, LLC | New | 0 | 3.7M | +3.7M |
| Laura & John Arnold Foundation | Reduced | 4.2M | 893.8K | -3.3M |
| Main Management Fund Advisors LLC | New | 0 | 2.9M | +2.9M |
| MUFG BANK, LTD. | New | 0 | 2.8M | +2.8M |
| GOLDMAN SACHS GROUP INC | Increased | 3.3M | 6.1M | +2.7M |
| ROYAL BANK OF CANADA | Increased | 4.1M | 6.6M | +2.5M |
| Phoenix Financial Ltd. | Increased | 686.6K | 2.9M | +2.2M |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 5.7M | 7.9M | +2.2M |
| CIBC WORLD MARKET INC. | Reduced | 4.4M | 2.3M | -2.1M |
| Focus Partners Wealth | Reduced | 4.0M | 2.3M | -1.6M |
| AMERIPRISE FINANCIAL INC | Increased | 7.0M | 8.6M | +1.6M |
| Brevan Howard Capital Management LP | Reduced | 1.5M | 19.8K | -1.5M |
| MORGAN STANLEY | Reduced | 23.4M | 22.0M | -1.4M |
| Migdal Insurance & Financial Holdings Ltd. | Reduced | 3.5M | 2.1M | -1.3M |
| ALPS ADVISORS INC | Sold Out | 1.3M | 0 | -1.3M |
| Electron Capital Partners, LLC | Sold Out | 1.2M | 0 | -1.2M |
| University of Illinois Foundation | Sold Out | 1.2M | 0 | -1.2M |
| Caisse de depot et placement du Quebec | Reduced | 1.4M | 219.8K | -1.1M |
| Cambridge Investment Research Advisors, Inc. | Increased | 1.1M | 2.2M | +1.1M |
| D. E. Shaw & Co., Inc. | Increased | 49.6K | 1.0M | +991.2K |
| BARCLAYS PLC | Increased | 1.6M | 2.5M | +985.5K |
| WELLINGTON MANAGEMENT GROUP LLP | New | 0 | 946.0K | +946.0K |
| Agave Capital Management Ltd | New | 0 | 912.3K | +912.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Reduced | 906.0K | 18.5K | -887.5K |
| Quadrature Capital Ltd | Reduced | 906.1K | 35.3K | -870.9K |
| Main Management LLC | New | 0 | 857.9K | +857.9K |
| Allen Investment Management, LLC | Increased | 251.8K | 1.0M | +797.6K |
| LPL Financial LLC | Reduced | 16.0M | 15.2M | -787.9K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Sold Out | 702.5K | 0 | -702.5K |
| BW Gestao de Investimentos Ltda. | Reduced | 900.0K | 225.0K | -675.0K |
| Harel Insurance Investments & Financial Services Ltd. | Reduced | 675.0K | 21.5K | -653.5K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 7.4M | 6.8M | -635.8K |
| MAI Capital Management | Increased | 325.1K | 954.2K | +629.0K |
| JPMORGAN CHASE & CO | Reduced | 22.4M | 21.8M | -624.5K |
| BlackRock, Inc. | Increased | 1.1M | 1.7M | +605.0K |
| Stonebridge Financial Group, LLC | Sold Out | 581.3K | 0 | -581.3K |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 902.3K | 322.8K | -579.6K |
| WESTWOOD HOLDINGS GROUP INC | Sold Out | 570.6K | 0 | -570.6K |
| BESSEMER GROUP INC | Increased | 2.0M | 2.5M | +552.2K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 542.8K | +542.8K |
| DUPONT CAPITAL MANAGEMENT CORP | Sold Out | 512.0K | 0 | -512.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 7.1M | 7.6M | +491.0K |
| Elo Mutual Pension Insurance Co | Sold Out | 487.1K | 0 | -487.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | 1.8M | 1.3M | -472.2K |
| STIFEL FINANCIAL CORP | Reduced | 2.5M | 2.1M | -440.5K |
| EVOKE WEALTH, LLC | Sold Out | 434.9K | 0 | -434.9K |
| TUDOR INVESTMENT CORP ET AL | Increased | 221.2K | 640.1K | +419.0K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 646.2K | 229.9K | -416.3K |
| WNY Asset Management, LLC | Reduced | 421.2K | 6.0K | -415.2K |
| JANE STREET GROUP, LLC | Reduced | 466.9K | 73.7K | -393.2K |
| OSAIC HOLDINGS, INC. | Increased | 3.8M | 4.2M | +371.7K |
| Thrivent Financial for Lutherans | Reduced | 948.7K | 589.2K | -359.5K |
| FIL Ltd | Reduced | 1.2M | 848.9K | -347.2K |
| Trust Asset Management LLC | Increased | 340.0K | 685.4K | +345.4K |
| Advisory Alpha, LLC | Reduced | 662.4K | 320.1K | -342.3K |
| Unisphere Establishment | Sold Out | 340.0K | 0 | -340.0K |
| Horizon Wealth Management, LLC | Sold Out | 320.7K | 0 | -320.7K |
| GTS SECURITIES LLC | Reduced | 478.1K | 159.0K | -319.1K |
| CITIGROUP INC | Increased | 1.3M | 1.6M | +314.6K |
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.