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 September 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 |
|---|---|---|
| TRUIST FINANCIAL CORP | 6.5M | 13.4% |
| WestEnd Advisors, LLC | 5.5M | 11.5% |
| FACTORY MUTUAL INSURANCE CO | 3.2M | 6.6% |
| Moss Adams Wealth Advisors LLC | 1.9M | 3.9% |
| Foguth Wealth Management, LLC. | 1.8M | 3.7% |
| GLOBALT Investments LLC / GA | 1.7M | 3.5% |
| ASSETMARK, INC | 726.8K | 1.5% |
| MEITAV INVESTMENT HOUSE LTD | 701.2K | 1.5% |
| COMMUNITY TRUST & INVESTMENT CO | 622.8K | 1.3% |
| Concurrent Investment Advisors, LLC | 562.7K | 1.2% |
| Trilogy Capital Inc. | 443.8K | 0.9% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 420.3K | 0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 404.2K | 0.8% |
| Capital Investment Advisors, LLC | 382.9K | 0.8% |
| Biltmore Wealth Management, LLC | 336.5K | 0.7% |
| DAVENPORT & Co LLC | 334.1K | 0.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 330.9K | 0.7% |
| FIFTH THIRD SECURITIES, INC. | 304.1K | 0.6% |
| AlphaStar Capital Management, LLC | 301.2K | 0.6% |
| KCM INVESTMENT ADVISORS LLC | 300.3K | 0.6% |
| Lake Hills Wealth Management, LLC | 292.4K | 0.6% |
| Ayalon Insurance Comp Ltd. | 272.1K | 0.6% |
| Galvin, Gaustad & Stein, LLC | 268.8K | 0.6% |
| KWMG, LLC | 266.7K | 0.6% |
| Strategic Wealth Investment Group, LLC | 257.4K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WestEnd Advisors, LLC | Increased | 2.6M | 5.5M | +2.9M |
| TRUIST FINANCIAL CORP | Increased | 3.6M | 6.5M | +2.9M |
| MEITAV INVESTMENT HOUSE LTD | Reduced | 3.4M | 701.2K | -2.7M |
| Foguth Wealth Management, LLC. | Increased | 392.3K | 1.8M | +1.4M |
| New Harbor Financial Group, LLC | Sold Out | 597.4K | 0 | -597.4K |
| ASSETMARK, INC | Increased | 347.5K | 726.8K | +379.3K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Reduced | 562.0K | 232.0K | -330.0K |
| Lake Hills Wealth Management, LLC | New | 0 | 292.4K | +292.4K |
| BNC WEALTH MANAGEMENT, LLC | Sold Out | 238.0K | 0 | -238.0K |
| Capital Investment Advisors, LLC | Increased | 199.4K | 382.9K | +183.5K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | Reduced | 143.0K | 3.2K | -139.8K |
| Concurrent Investment Advisors, LLC | Increased | 424.3K | 562.7K | +138.4K |
| Procyon Advisors, LLC | New | 0 | 126.7K | +126.7K |
| Econ Financial Services Corp | Reduced | 131.5K | 9.5K | -122.0K |
| Trilogy Capital Inc. | Reduced | 558.8K | 443.8K | -115.0K |
| TITLEIST ASSET MANAGEMENT, LLC | Increased | 48.6K | 150.9K | +102.3K |
| Triumph Capital Management | Increased | 1.7K | 95.0K | +93.3K |
| Brookstone Capital Management | Reduced | 188.1K | 95.7K | -92.4K |
| Trek Financial, LLC | Reduced | 122.5K | 30.9K | -91.6K |
| Cannon Advisors, Inc. | New | 0 | 88.8K | +88.8K |
| SURIENCE PRIVATE WEALTH LLC | Increased | 18.3K | 106.5K | +88.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 318.1K | 404.2K | +86.0K |
| Moss Adams Wealth Advisors LLC | Reduced | 1.9M | 1.9M | -81.6K |
| Canton Hathaway, LLC | Reduced | 81.1K | 1 | -81.1K |
| Innova Wealth Partners | Reduced | 97.3K | 19.4K | -77.9K |
| INVESTMENT PARTNERS, LTD. | Increased | 77.4K | 154.8K | +77.4K |
| Lakeshore Capital Group, Inc. | Increased | 74.7K | 151.9K | +77.1K |
| Verdence Capital Advisors LLC | Increased | 20.0K | 95.9K | +75.9K |
| Tepp RIA, LLC | Increased | 8.5K | 82.5K | +74.0K |
| DAVENPORT & Co LLC | Increased | 260.9K | 334.1K | +73.2K |
| Bricktown Capital, LLC | New | 0 | 73.0K | +73.0K |
| JSF Financial, LLC | New | 0 | 68.8K | +68.8K |
| BOCHK Asset Management Ltd | New | 0 | 67.0K | +67.0K |
| Inlight Wealth Management, LLC | Reduced | 257.8K | 192.8K | -65.1K |
| T3 Companies, LLC | New | 0 | 63.8K | +63.8K |
| Atria Investments, Inc | Increased | 161.0K | 219.5K | +58.5K |
| TOTH FINANCIAL ADVISORY CORP | Reduced | 190.0K | 137.3K | -52.7K |
| Clarus Wealth Advisors | Sold Out | 51.2K | 0 | -51.2K |
| Capital Investment Advisory Services, LLC | Increased | 184.2K | 233.9K | +49.7K |
| Savior LLC | Sold Out | 47.7K | 0 | -47.7K |
| GLOBALT Investments LLC / GA | Reduced | 1.7M | 1.7M | -47.6K |
| Wealthcare Advisory Partners LLC | Reduced | 91.7K | 44.1K | -47.6K |
| Kopp Family Office, LLC | Reduced | 59.2K | 11.8K | -47.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | Increased | 195.8K | 241.3K | +45.5K |
| Retireful, LLC | Sold Out | 45.5K | 0 | -45.5K |
| MinichMacGregor Wealth Management, LLC | Sold Out | 45.2K | 0 | -45.2K |
| IFP Advisors, Inc | Increased | 207.8K | 252.6K | +44.8K |
| Robertson Stephens Wealth Management, LLC | Reduced | 78.5K | 34.6K | -43.9K |
| Prentice Wealth Management LLC | Sold Out | 41.0K | 0 | -41.0K |
| Ayalon Insurance Comp Ltd. | Increased | 234.1K | 272.1K | +38.0K |
| NEW WAVE WEALTH ADVISORS LLC | Reduced | 77.5K | 40.2K | -37.3K |
| Intrua Financial, LLC | Reduced | 93.7K | 56.8K | -36.9K |
| TD Waterhouse Canada Inc. | Reduced | 74.0K | 37.4K | -36.6K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 36.4K | 0 | -36.4K |
| Indivisible Partners | Increased | 8.6K | 44.4K | +35.8K |
| Cane Capital Partners, LLC | New | 0 | 35.3K | +35.3K |
| MILESTONE ASSET MANAGEMENT, LLC | Increased | 8.6K | 43.7K | +35.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | Increased | 5.0K | 39.7K | +34.7K |
| Koa Wealth Management, LLC | Increased | 46.0K | 80.0K | +34.0K |
| STAPP WEALTH MANAGEMENT, PLLC | New | 0 | 34.0K | +34.0K |
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.