Institutional shares held 160 Million
15.4M calls
35.9M puts
Total value of holdings $14.3B
$1.38B calls
$3.2B puts
# of Institutions 1,654


Latest Institutional Activity in XLU

Top Purchases

Q3 2025
Jpmorgan Chase & CO Shares Held: 8.47M ($760M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 3.51M ($315M)
Q3 2025
Truist Financial Corp Shares Held: 1.89M ($169M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 1.53M ($137M)
Q3 2025
West End Advisors, LLC Shares Held: 1.24M ($111M)

Top Sells

Q3 2025
Bessemer Group Inc Shares Held: 1.03M ($92.6M)
Q3 2025
Migdal Insurance & Financial Holdings Ltd. Shares Held: 1.77M ($159M)
Q3 2025
Harel Insurance Investments & Financial Services Ltd. Shares Held: 1.74M ($156M)
Q3 2025
Phoenix Holdings Ltd. Shares Held: 342K ($30.7M)
Q3 2025
Factory Mutual Insurance CO Shares Held: 2.06M ($185M)

About XLU

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