Explore more topics
Public ownership evidence

State Street Utilities Select Sector SPDR ETF (XLU) Ownership Disclosures

Read XLU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Provida Pension Fund Administrator2026-03-312026-08-29992,861$45,562,391None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29140,794$11,101,643None
Corient Private Wealth LP2026-06-302026-08-28314,793$14,273,233None
Corient Private Wealth LP2026-06-302026-08-2814,973$678,859None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2813,236$600,125None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28116,377$5,340,556None
Dakota Wealth Management2025-09-302026-08-27104,715$9,132,228None
Dakota Wealth Management2025-12-312026-08-27218,655$9,334,402None
Dakota Wealth Management2026-03-312026-08-27215,828$9,904,333None
Redwood Investment Management, LLC2025-12-312026-08-276,589$281,000None
ATX Financial Planning, LLC2026-06-302026-08-2121,234$962,737None
Rehmann Capital Advisory Group2026-06-302026-08-2128,207$1,258,853None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-219,180$416,210None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21200$9,068None
IKE Capital, LLC2025-12-312026-08-2024,328$1,038,564None
Bullock Wealth Management Group2026-06-302026-08-2032,298$1,445,978None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2062,319$2,825,547None
Kingsview Wealth Management, LLC2026-06-302026-08-2066,703$3,024,334None
Fox Hill Wealth Management2026-06-302026-08-2063,526$2,880,278None
Prosperitas Financial LLC2026-06-302026-08-204,727$214,322None
Archer Investment Corp2026-06-302026-08-20358$16,232None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,500$113,350None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2018,363$832,580None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20400,695$18,167,522None
Madrid Financial Services2025-12-312026-08-19170,697$7,287,044None
Madrid Financial Services2025-09-302026-08-1986,746$7,565,115None
Madrid Financial Services2025-06-302026-08-19109,275$8,923,370None
Madrid Financial Services2025-03-312026-08-19106,911$8,429,942None
Madrid Financial Services2024-12-312026-08-1994,656$7,164,519None
Sankala Group LLC2026-06-302026-08-194,800$211,368None
Beacon Pointe Advisors, LLC2026-06-302026-08-19165,449$7,501,445None
Copia Wealth Management2026-06-302026-08-196,722$304,775None
Strait & Sound Wealth Management LLC2026-06-302026-08-1915,823$717,423None
JDM Financial Group LLC2026-06-302026-08-19494$22,398None
Orion Capital Management LLC2026-06-302026-08-19253$11,487None
Ensign Peak Advisors, Inc2026-03-312026-08-1928,811$1,322,137None
Ensign Peak Advisors, Inc2025-12-312026-08-1921,417$914,292None
Ensign Peak Advisors, Inc2025-09-302026-08-1910,205$889,978None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-193,870$175,000None
Strive Financial Group ,LLC2026-06-302026-08-183,765$170,705None
WNY Asset Management, LLC2026-06-302026-08-186,008$272,393None
Coastal Bridge Advisors, LLC2026-06-302026-08-1863,245$2,867,546None
Caitlin John, LLC2026-06-302026-08-1823$1,038None
Corient Private Wealth LP2026-06-302026-08-18341,476$15,483,377None
Asset Allocation Strategies LLC2026-06-302026-08-1834,720$1,574,201None
Transamerica Financial Advisors, LLC2026-06-302026-08-1842,208$1,913,726None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1882,318$3,732,585None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1812,005$544,307None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1815,375$705,562None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-188,497$385,254None

90-day public filing window, up to 50 source positions.

Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.