§ EQUITY
USDXLU
ST SR UTL SL SE SPDR ETF-USD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 39.92HIGH 40.21LOW 39.58
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
770 increased/new, 559 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 28.0M | 0.1% | +4% |
| Morgan Stanley | 23.4M | 0.1% | n/a |
| JPMORGAN CHASE & CO | 22.4M | n/a | +24% |
| UBS Group AG | 16.2M | 0.1% | +80% |
| LPL Financial LLC | 16.0M | 0.2% | +6% |
| Wells Fargo & Company | 13.2M | n/a | +4% |
◇ AC INTELLIGENCE
Top institutional owners for XLU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER47.2% · 1,421 holders
DEALER / BANK38.5% · 96 holders
TACTICAL / MACRO6.3% · 4 holders
QUALITY / COMPOUNDER2.4% · 18 holders
SYSTEMATIC / QUANT2.3% · 12 holders
INCOME / DEFENSIVE2.2% · 17 holders
PASSIVE / INDEX1.2% · 4 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XLU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XLU yet.