XLU Institutional Ownership
State Street Utilities Select Sector SPDR ETF
1W: +0.8%
1M: -6.7%
3M: -12.1%
YTD: -7.8%
1Y: -9.5%
3Y: +40.8%
5Y: +38.1%
$39.83
+0.15 (+0.38%)
Weekly Expected Move ±1.9%
$38
$39
$40
$41
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLU
1,708
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
16B
Total Invested
136
New Positions
632
Increased
676
Reduced
125
Closed
1.26
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1806 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 28,238,512 | 1.1B | +196,698 | +0.7% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 21,999,155 | 876M | -1,367,118 | -5.9% | 60Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 21,813,355 | 869M | -624,466 | -2.8% | 88Q | SEC ↗ |
| 4 | LPL Financial LLC | 15,226,190 | 606M | -787,855 | -4.9% | 54Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 13,347,881 | 532M | +141,881 | +1.1% | 101Q | SEC ↗ |
| 6 | UBS Group AG | 9,537,675 | 380M | -6,622,109 | -41.0% | 47Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 8,551,440 | 341M | +1,555,543 | +22.2% | 16Q | SEC ↗ |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 7,889,429 | 314M | +2,194,905 | +38.5% | 67Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 7,612,186 | 303M | +491,044 | +6.9% | 7Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 6,800,218 | 271M | -635,815 | -8.6% | 77Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 6,573,429 | 262M | +2,517,893 | +62.1% | 80Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 6,063,609 | 242M | +2,714,211 | +81.0% | 15Q | SEC ↗ |
| 13 | MENORA MIVTACHIM HOLDINGS LTD. | 5,395,188 | 215M | — | +0.0% | 14Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 4,206,517 | 168M | +371,734 | +9.7% | 26Q | SEC ↗ |
| 15 | Main Management ETF Advisors, LLC NEW | 3,739,385 | 149M | — | +0.0% | 1Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 3,594,262 | 143M | -42,062 | -1.2% | 53Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 3,487,951 | 139M | +56,123 | +1.6% | 52Q | SEC ↗ |
| 18 | MEITAV INVESTMENT HOUSE LTD | 3,442,907 | 137M | -9,670 | -0.3% | 24Q | SEC ↗ |
| 19 | FACTORY MUTUAL INSURANCE CO | 3,181,400 | 127M | -27,500 | -0.9% | 15Q | SEC ↗ |
| 20 | Saudi Central Bank | 3,099,466 | 123M | — | +0.0% | 5Q | SEC ↗ |
| 21 | Phoenix Financial Ltd. | 2,930,565 | 117M | +2,243,931 | +326.8% | 11Q | SEC ↗ |
| 22 | Main Management Fund Advisors LLC NEW | 2,928,700 | 117M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 2,908,419 | 116M | -40,863 | -1.4% | 43Q | SEC ↗ |
| 24 | MUFG BANK, LTD. NEW | 2,788,000 | 111M | — | +0.0% | 1Q | SEC ↗ |
| 25 | WestEnd Advisors, LLC | 2,591,111 | 103M | +177,683 | +7.4% | 17Q | SEC ↗ |
| 26 | BARCLAYS PLC | 2,539,318 | 101M | +985,458 | +63.4% | 67Q | SEC ↗ |
| 27 | BESSEMER GROUP INC | 2,522,611 | 100M | +552,220 | +28.0% | 22Q | SEC ↗ |
| 28 | Focus Partners Wealth | 2,337,916 | 93M | -1,614,118 | -40.8% | 11Q | SEC ↗ |
| 29 | CIBC WORLD MARKET INC. | 2,256,360 | 90M | -2,093,911 | -48.1% | 46Q | SEC ↗ |
| 30 | Migdal Insurance & Financial Holdings | 2,110,205 | 84M | -1,341,535 | -38.9% | 9Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 2,082,580 | 83M | -440,452 | -17.5% | 49Q | SEC ↗ |
| 32 | Moss Adams Wealth Advisors LLC | 1,939,085 | 77M | +141,624 | +7.9% | 8Q | SEC ↗ |
| 33 | GLOBALT Investments LLC / GA | 1,746,448 | 70M | +13,301 | +0.8% | 2Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN | 1,740,395 | 69M | +146,803 | +9.2% | 53Q | SEC ↗ |
| 35 | BlackRock, Inc. | 1,698,178 | 68M | +605,003 | +55.3% | 8Q | SEC ↗ |
| 36 | CITIGROUP INC | 1,642,226 | 65M | +314,602 | +23.7% | 83Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 1,636,433 | 65M | +34,384 | +2.1% | 35Q | SEC ↗ |
| 38 | PGIM Custom Harvest LLC | 1,501,241 | 60M | +72,434 | +5.1% | 4Q | SEC ↗ |
| 39 | Cornerstone Advisors, LLC | 1,335,910 | 53M | — | +0.0% | 3Q | SEC ↗ |
| 40 | UBS AM, a distinct business unit of UB | 1,278,904 | 51M | -472,233 | -27.0% | 3Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 1,101,638 | 44M | -95,233 | -8.0% | 51Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 1,096,813 | 44M | +16,641 | +1.5% | 69Q | SEC ↗ |
| 43 | Allen Investment Management, LLC | 1,049,444 | 42M | +797,637 | +316.8% | 2Q | SEC ↗ |
| 44 | D. E. Shaw & Co., Inc. | 1,040,792 | 41M | +991,200 | +1998.7% | 14Q | SEC ↗ |
| 45 | Provida Pension Fund Administrator | 992,861 | 40M | +972,575 | +4794.3% | 12Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 984,601 | 39M | +280,655 | +39.9% | 37Q | SEC ↗ |
| 47 | MAI Capital Management | 954,172 | 38M | +629,048 | +193.5% | 25Q | SEC ↗ |
| 48 | WELLINGTON MANAGEMENT GROUP LLP NEW | 945,995 | 38M | — | +0.0% | 1Q | SEC ↗ |
| 49 | VICTORY CAPITAL MANAGEMENT INC | 926,248 | 37M | +84,448 | +10.0% | 4Q | SEC ↗ |
| 50 | Agave Capital Management Ltd NEW | 912,326 | 36M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Main Management ETF Advisors, LLC | 3,739,385 | 149M |
| Main Management Fund Advisors LLC | 2,928,700 | 117M |
| MUFG BANK, LTD. | 2,788,000 | 111M |
| WELLINGTON MANAGEMENT GROUP LLP | 945,995 | 38M |
| Agave Capital Management Ltd | 912,326 | 36M |
| Main Management LLC | 857,909 | 34M |
| TWO SIGMA INVESTMENTS, LP | 542,815 | 22M |
| AlphaStar Capital Management, LLC | 280,890 | 11M |
| BNC WEALTH MANAGEMENT, LLC | 237,973 | 9M |
| SIMPLEX TRADING, LLC | 233,426 | 9M |
| Stonebridge Financial Group, LLC/CA | 223,948 | 9M |
| Ally Financial Inc. | 222,000 | 9M |
| Balyasny Asset Management L.P. | 209,967 | 8M |
| Quantitative Investment Management, | 188,006 | 7M |
| Sixth Street Partners Management Co | 177,799 | 7M |
| IFG Advisory, LLC | 170,778 | 7M |
| SBI Okasan Asset Management Co.Ltd. | 149,350 | 6M |
| Qube Research & Technologies Ltd | 125,424 | 5M |
| Maloon Powers Pitre Higgins & Denne | 119,514 | 5M |
| MIZUHO MARKETS AMERICAS LLC | 103,303 | 4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALPS ADVISORS INC | 1,297,165 | 52M |
| Electron Capital Partners, LLC | 1,240,257 | 49M |
| University of Illinois Foundation | 1,186,730 | 47M |
| Georgetown University | 958,251 | 38M |
| BRITISH COLUMBIA INVESTMENT MANAGEM | 702,486 | 28M |
| Stonebridge Financial Group, LLC | 581,263 | 23M |
| WESTWOOD HOLDINGS GROUP INC | 570,572 | 23M |
| DUPONT CAPITAL MANAGEMENT CORP | 512,018 | 20M |
| Elo Mutual Pension Insurance Co | 487,078 | 19M |
| EVOKE WEALTH, LLC | 434,920 | 17M |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 355,320 | 14M |
| Unisphere Establishment | 340,000 | 14M |
| Horizon Wealth Management, LLC | 320,712 | 13M |
| Massar Capital Management, LP | 288,468 | 11M |
| Royal Fund Management, LLC | 271,564 | 11M |
| Atom Investors LP | 266,557 | 11M |
| SteelPeak Wealth, LLC | 252,056 | 10M |
| 1832 Asset Management L.P. | 221,244 | 9M |
| SONA ASSET MANAGEMENT (US) LLC | 221,000 | 9M |
| Bedell Frazier Investment Counselli | 195,751 | 8M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +2,714,211 | +81.0% | 6,063,609 |
| ROYAL BANK OF CANADA | +2,517,893 | +62.1% | 6,573,429 |
| Phoenix Financial Ltd. | +2,243,931 | +326.8% | 2,930,565 |
| BNP PARIBAS FINANCIAL MARKETS | +2,194,905 | +38.5% | 7,889,429 |
| AMERIPRISE FINANCIAL INC | +1,555,543 | +22.2% | 8,551,440 |
| D. E. Shaw & Co., Inc. | +991,200 | +1998.7% | 1,040,792 |
| BARCLAYS PLC | +985,458 | +63.4% | 2,539,318 |
| Provida Pension Fund Administrator | +972,575 | +4794.3% | 992,861 |
| Allen Investment Management, LLC | +797,637 | +316.8% | 1,049,444 |
| MAI Capital Management | +629,048 | +193.5% | 954,172 |
| BlackRock, Inc. | +605,003 | +55.3% | 1,698,178 |
| BESSEMER GROUP INC | +552,220 | +28.0% | 2,522,611 |
| RAYMOND JAMES FINANCIAL INC | +491,044 | +6.9% | 7,612,186 |
| TUDOR INVESTMENT CORP ET AL | +418,970 | +189.4% | 640,125 |
| OSAIC HOLDINGS, INC. | +371,734 | +9.7% | 4,206,517 |
| CITIGROUP INC | +314,602 | +23.7% | 1,642,226 |
| OneDigital Investment Advisors LLC | +299,611 | +1214.2% | 324,287 |
| Arax Advisory Partners | +296,658 | +947.9% | 327,954 |
| Squarepoint Ops LLC | +286,771 | +1420.9% | 306,954 |
| MML INVESTORS SERVICES, LLC | +280,655 | +39.9% | 984,601 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -6,622,109 | -41.0% | 9,537,675 |
| Laura & John Arnold Foundation | -3,308,995 | -78.7% | 893,779 |
| CIBC WORLD MARKET INC. | -2,093,911 | -48.1% | 2,256,360 |
| Focus Partners Wealth | -1,614,118 | -40.8% | 2,337,916 |
| Brevan Howard Capital Management LP | -1,480,230 | -98.7% | 19,770 |
| MORGAN STANLEY | -1,367,118 | -5.9% | 21,999,155 |
| Migdal Insurance & Financial Holdin | -1,341,535 | -38.9% | 2,110,205 |
| Caisse de depot et placement du Que | -1,133,204 | -83.8% | 219,802 |
| Richard Bernstein Advisors LLC | -1,063,845 | -99.9% | 1,281 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -887,514 | -98.0% | 18,517 |
| Quadrature Capital Ltd | -870,871 | -96.1% | 35,264 |
| LPL Financial LLC | -787,855 | -4.9% | 15,226,190 |
| CWM, LLC | -686,053 | -49.6% | 697,503 |
| BW Gestao de Investimentos Ltda. | -675,000 | -75.0% | 225,000 |
| Harel Insurance Investments & Finan | -653,500 | -96.8% | 21,505 |
| ENVESTNET ASSET MANAGEMENT INC | -635,815 | -8.6% | 6,800,218 |
| JPMORGAN CHASE & CO | -624,466 | -2.8% | 21,813,355 |
| EXCHANGE TRADED CONCEPTS, LLC | -579,570 | -64.2% | 322,766 |
| UBS AM, a distinct business unit of | -472,233 | -27.0% | 1,278,904 |
| STIFEL FINANCIAL CORP | -440,452 | -17.5% | 2,082,580 |