Who Owns SELECT SECTOR SPDR TR (XLU)? -- Institutional Holders (2026-06-30)

895 institutions reported holding $3.26B of SELECT SECTOR SPDR TR (XLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($308.3M), TRUIST FINANCIAL CORP ($163.0M), MEITAV INVESTMENT HOUSE LTD ($156.1M), Walleye Trading LLC ($148.3M), FACTORY MUTUAL INSURANCE CO ($144.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$308.3M6.8MTrimmed
2TRUIST FINANCIAL CORP$163.0M3.6MTrimmed
3MEITAV INVESTMENT HOUSE LTD$156.1M3.4MTrimmed
4Walleye Trading LLC$148.3M3.3MTrimmed
5FACTORY MUTUAL INSURANCE CO$144.2M3.2MTrimmed
6Saudi Central Bank$140.0M3.1MHold
7CITIGROUP INC$126.6M2.8MTrimmed
8WestEnd Advisors, LLC$117.5M2.6MAdded
9Cambridge Investment Research Advisors, Inc.$99.5M2.2MAdded
10Moss Adams Wealth Advisors LLC$87.9M1.9MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$74.2M1.6MAdded
12Private Advisor Group, LLC$49.9M1.1MTrimmed
13RATIONAL ADVISORS, INC.$41.1M905,679Trimmed
14COMMUNITY TRUST & INVESTMENT CO$27.9M615,910Trimmed
15Kestra Advisory Services, LLC$27.7M611,305Trimmed
16New Harbor Financial Group, LLC$27.1M597,390Added
17Trust Asset Management LLC$26.3M685,356Added
18Banco Santander, S.A.$25.9M571,978Added
19Trilogy Capital Inc.$25.3M558,816Added
20GREENWOOD GEARHART INC$20.8M459,056Added
21MATAURO, LLC$19.3M424,681Added
22Concurrent Investment Advisors, LLC$19.2M424,299Added
23FIRST FINANCIAL BANK - TRUST DIVISION$18.4M406,679Added
24Cornerstone Capital, Inc.$18.3M402,899Added
25Foguth Wealth Management, LLC.$17.6M392,328Added

Source: SEC Form 13F filings · as of 2026-06-30