XLU · Insider trading · 13F holders · Congress trades
SPDR Select Sector Fund - Utilities (XLU)
Who is buying and selling XLU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 319
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
XLU at a glance
- No open-market insider purchases or sales of XLU were filed in the last 90 days.
- 319 13F filers hold XLU among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Cabana LLC (10.8%), Basepoint Wealth LLC (10.0%) and Financial Discovery Group Inc (6.7%). In their latest 13Fs, 9 managers opened a new position and 87 added to one.
- Members of Congress have disclosed 4 XLU trades since 2014, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Dec 17, 2025.
- XLU last closed at $43.45 on Oct 30, 2026.
XLU insider trading
No open-market insider purchases or sales of XLU were filed in the last 90 days.
Who owns XLU? Hedge funds and superinvestors
319 13F filers hold XLU among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Cabana LLC (10.8%), Basepoint Wealth LLC (10.0%) and Financial Discovery Group Inc (6.7%). In their latest 13Fs, 9 managers opened a new position and 87 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| PeakShares LLCMutual fund manager | 1.3% | $1.7B | 37,138 | +3.8% shares | Q2 2026 |
| Menora Mivtachim Holdings Ltd.Investment manager | 1.0% | $244.6M | 5,395,188 | +0.0% shares | Q2 2026 |
| WestEnd Advisors, LLCInvestment manager | 4.8% | $217.9M | 5,525,507 | +113.2% shares | Q3 2026 |
| Main Management ETF Advisors, LLCMutual fund manager | 5.1% | $169.5M | 3,739,385 | — | Q2 2026 |
| Factory Mutual Insurance CoInsurance company | 1.4% | $144.2M | 3,181,400 | -0.9% shares | Q2 2026 |
| Saudi Central BankSovereign wealth fund | 1.8% | $140.0M | 3,099,466 | +0.0% shares | Q2 2026 |
| Phoenix Financial Ltd.Investment manager | 0.9% | $132.9M | 2,930,565 | — | Q2 2026 |
| Main Management Fund Advisors LLCMutual fund manager | 9.4% | $132.8M | 2,928,700 | New | Q2 2026 |
| Mufg Bank, Ltd.Bank & trust | 3.6% | $126.4M | 2,788,000 | New | Q2 2026 |
| Migdal Insurance & Financial Holdings Ltd.Insurance company | 0.6% | $95.7M | 2,110,205 | -38.9% shares | Q2 2026 |
| Moss Adams Wealth Advisors LLCWealth manager | 4.8% | $73.3M | 1,857,474 | -4.2% shares | Q3 2026 |
| PGIM Custom Harvest LLCWealth manager | 0.9% | $68.1M | 1,501,241 | +5.1% shares | Q2 2026 |
| GLOBALT Investments LLC / GAAsset manager | 2.3% | $67.0M | 1,698,807 | -2.7% shares | Q3 2026 |
| Cornerstone Advisors, LLCWealth manager | 2.0% | $60.6M | 1,335,910 | +0.0% shares | Q2 2026 |
| Allen Investment Management, LLCWealth manager | 0.6% | $47.6M | 1,049,444 | — | Q2 2026 |
| Agave Capital Management LtdHedge fund | 4.5% | $41.4M | 912,326 | New | Q2 2026 |
| Rational Advisors, Inc.Mutual fund manager | 3.8% | $41.1M | 905,679 | -1.9% shares | Q2 2026 |
| Laura & John Arnold FoundationEndowment & foundation | 12.3% | $40.5M | 893,779 | — | Q2 2026 |
| Main Management LLCWealth manager | 2.6% | $38.9M | 857,909 | — | Q2 2026 |
| Summit Financial, LLCWealth manager | 0.4% | $34.8M | 766,801 | -5.0% shares | Q2 2026 |
| Community Trust & Investment CoInvestment manager | 1.2% | $24.6M | 622,814 | +1.1% shares | Q3 2026 |
| Foguth Wealth Management, LLC.Wealth manager | 2.2% | $21.9M | 517,913 | +32.0% shares | Q3 2026 |
| German American Bancorp, Inc.Bank & trust | 1.6% | $21.7M | 477,625 | +0.9% shares | Q2 2026 |
| Greenwood Gearhart LLCWealth manager | 1.0% | $20.8M | 459,056 | +5.2% shares | Q2 2026 |
| Evoke Wealth, LLCWealth manager | 0.4% | $20.0M | 434,920 | +26.0% shares | Q1 2026 |
| Matauro, LLCWealth manager | 2.5% | $19.3M | 424,681 | +12.1% shares | Q2 2026 |
| Passaic Partners LLCInstitutional asset manager | 1.8% | $19.1M | 421,077 | +12.1% shares | Q2 2026 |
| Cornerstone Capital, Inc.Wealth manager | 1.6% | $18.3M | 402,899 | +2.8% shares | Q2 2026 |
| Basepoint Wealth LLCWealth manager | 10.0% | $17.5M | 387,019 | +213.6% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 0.7% | $17.5M | 443,796 | -20.6% shares | Q3 2026 |
The 30 largest of 319 positions, by value. Each manager counts with its latest 13F (Q3 2026: 137, Q2 2026: 179, Q1 2026: 3). Screen XLU in the grand portfolio →
XLU stock trades by members of Congress
Members of Congress have disclosed 4 XLU trades since 2014, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Dec 17, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 5, 2026 | Tommy TubervilleR-AL · Senate | Buy | $15K–50K | Dec 17, 2025 | +1.6% |
| Dec 20, 2017 | Patrick J. ToomeyR-PA · Senate | Sale | $1K–15K | Feb 27, 2015 | +92.1% |
| Dec 20, 2017 | Patrick J. ToomeyR-PA · Senate | Buy | $1K–15K | Jan 30, 2015 | +79.8% |
| Apr 5, 2014 | Michael G. FitzpatrickR-PA · House | Buy | $1K–15K | Feb 21, 2014 | +114.3% |
3 members have traded XLU: Tommy Tuberville, Patrick J. Toomey, Michael G. Fitzpatrick.
XLU questions and answers
Are insiders buying XLU stock?
No open-market insider purchases or sales of XLU were filed in the last 90 days.
Which hedge funds own XLU?
319 13F filers hold XLU among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Cabana LLC (10.8%), Basepoint Wealth LLC (10.0%) and Financial Discovery Group Inc (6.7%). In their latest 13Fs, 9 managers opened a new position and 87 added to one.
Has Congress traded XLU?
Members of Congress have disclosed 4 XLU trades since 2014, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Dec 17, 2025.
Who is the largest holder of XLU?
Among 13F filers, PeakShares LLC reports the largest XLU position, $1.7B (37,138 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cabana LLC's: 10.8% of its portfolio.
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