XLU · State Street(R) Utilities Select Sector SPDR(R) ETF ETF
$43.08
+0.05 (+0.12%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $331,945,290
Total Shares: 7,321,246
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
95.3%
+24.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,101
Highly concentrated+3,763
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
1
Sold Out
4
Unchanged
0
Holder count:
0
Institutional value:
+415.9%
Shares held:
+422.1%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −103,141 | 13,236 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 6,976,460 | $316,312,696 | |
| Large Corient Private Wealth LLC | 329,766 | $14,951,589 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 1,414 | $64,110 | |
| Mid Parkside Financial Bank & Trust | 370 | $16,775 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Provida Pension Fund Administrator | 992,861 | $45,562,391 | |
| Mid Dakota Wealth Management | 215,828 | $9,904,346 | |
| Large M&T Bank Corp | 54,460 | $2,499,167 | |
| Small Allie Family Office LLC | 22,610 | $1,037,572 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC XLU | $182,303,072 | 54.92% | 4,020,800 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC XLU | $129,264,340 | 38.94% | 2,851,000 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC XLU | $14,951,589 | 4.50% | 329,766 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC XLU | $4,745,284 | 1.43% | 104,660 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC XLU | $600,120 | 0.18% | 13,236 | Shares | 2026-08-27 | |
| Small BROWN, LISLE/CUMMINGS, INC. XLU | $64,110 | 0.02% | 1,414 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank XLU | $16,775 | 0.01% | 370 | Shares | 2026-09-04 |