As of the latest SEC filings, STATE STREET UTILITIES SELECT SECTOR SPDR ETF (XLU) is held by 48 institutional funds. The largest fund shareholder is ALPS Equal Sector Weight ETF (EQL), holding an estimated $63,107,699.13 in market value, representing 9.46% of its portfolio.
Funds holding STATE STREET UTILITIES SELECT SECTOR SPDR ETF (XLU)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XLU
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EQL
ALPS Equal Sector Weight ETF
|
ETF | Independent / Boutique | 9.46% | $63,107,699.13 | 1,322,181 | Feb 28, 2026 | Apr 29, 2026 |
|
HNDL
Strategy Shares NASDAQ 7HANDL Index ETF
|
ETF | Independent / Boutique | 6.79% | $43,791,866.25 | 934,725 | Apr 30, 2026 | Jun 25, 2026 |
|
CLM
Cornerstone Strategic Investment Fund, Inc.
|
CEF | Cornerstone | 2.14% | $38,550,812.30 | 840,070 | Mar 31, 2026 | May 21, 2026 |
|
TACK
FAIRLEAD TACTICAL SECTOR ETF
|
ETF | Independent / Boutique | 12.62% | $34,922,973.85 | 745,421 | Apr 30, 2026 | Jun 25, 2026 |
|
RAAX
VanEck Real Assets ETF
|
ETF | Independent / Boutique | 3.38% | $24,334,870.43 | 530,287 | Mar 31, 2026 | May 28, 2026 |
|
CRF
Cornerstone Total Return Fund, Inc.
|
CEF | Cornerstone | 2.39% | $22,754,097.60 | 495,840 | Mar 31, 2026 | May 21, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.18% | $16,929,294.35 | 361,351 | Apr 30, 2026 | Jun 26, 2026 |
|
SSUS
Day Hagan Smart Sector ETF
|
ETF | Independent / Boutique | 2.94% | $16,248,891.80 | 346,828 | Apr 30, 2026 | Jun 25, 2026 |
|
SMOM
Symmetry Panoramic Sector Momentum ETF
|
ETF | Independent / Boutique | 17.37% | $10,178,565.69 | 213,253 | Feb 28, 2026 | Apr 29, 2026 |
|
TDSC
ETC Cabana Target Drawdown 10 ETF
|
ETF | Independent / Boutique | 9.64% | $9,872,044.60 | 210,716 | Apr 30, 2026 | Jun 26, 2026 |
|
XLUI
State Street(R) Utilities Select Sector SPDR(R) Premium Income ETF
|
ETF | State Street (SPDR) | 99.58% | $9,760,940.67 | 212,703 | Mar 31, 2026 | May 28, 2026 |
|
OWACX
Old Westbury All Cap Core Fund
|
MF | Independent / Boutique | 0.28% | $9,744,518.90 | 207,994 | Apr 30, 2026 | Jun 26, 2026 |
|
THLV
THOR Low Volatility ETF
|
ETF | Independent / Boutique | 13.17% | $7,603,961.76 | 159,312 | Feb 28, 2026 | Apr 23, 2026 |
|
-
BlackRock Global Tactical Strategies Portfolio
|
ETF | Independent / Boutique | 0.27% | $7,443,725.12 | 162,208 | Mar 31, 2026 | May 28, 2026 |
|
TDSB
ETC Cabana Target Beta ETF
|
ETF | Independent / Boutique | 10.10% | $5,011,169.70 | 106,962 | Apr 30, 2026 | Jun 26, 2026 |
|
ICSNX
Dynamic US Opportunity Fund
|
MF | Independent / Boutique | 5.40% | $4,877,005.64 | 106,276 | Mar 31, 2026 | May 28, 2026 |
|
SDRAX
Swan Defined Risk Fund
|
MF | Independent / Boutique | 0.75% | $4,391,122.32 | 95,688 | Mar 31, 2026 | May 28, 2026 |
|
GGM
GGM Macro Alignment ETF
|
ETF | Independent / Boutique | 20.68% | $3,685,519.68 | 77,216 | Feb 28, 2026 | Apr 28, 2026 |
|
HCYAX
Hilton Tactical Income Fund
|
MF | Direxion | 2.28% | $3,114,621.15 | 65,255 | Feb 28, 2026 | Apr 29, 2026 |
|
EMPB
Efficient Market Portfolio Plus ETF
|
ETF | Independent / Boutique | 13.50% | $2,517,900.69 | 52,753 | Feb 27, 2026 | Apr 29, 2026 |
|
GIAX
Nicholas Global Equity And Income ETF
|
ETF | Independent / Boutique | 2.87% | $2,483,424.80 | 53,008 | Apr 30, 2026 | Jun 25, 2026 |
|
SNAV
Mohr Sector Nav ETF
|
ETF | Independent / Boutique | 8.81% | $2,222,590.37 | 48,433 | Mar 31, 2026 | May 28, 2026 |
|
PSTR
PeakShares Sector Rotation ETF
|
ETF | Independent / Boutique | 3.08% | $1,691,169.36 | 35,432 | Feb 28, 2026 | Apr 14, 2026 |
|
GLOW
VictoryShares WestEnd Global Equity ETF
|
ETF | Independent / Boutique | 3.28% | $1,532,496.55 | 33,395 | Mar 31, 2026 | May 28, 2026 |
|
HTDAX
Tactical Dividend & Momentum Fund
|
MF | Independent / Boutique | 1.58% | $1,422,412.85 | 30,361 | Apr 30, 2026 | Jun 26, 2026 |
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