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$XLU
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Smart money positioned

32 of the Top-200 alpha managers hold $XLU as of the latest 13F snapshot.

13F holders
1,598
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

32 holders · Q1 2026

$XLU is held by 32 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.15%, with an average of 0.24% of portfolio. Largest holder: Hamel Associates, Inc. at 1.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Hamel Associates, Inc.
1.15% NEW
α +12.3pts
02
Interactive Financial Advisors, Inc.
1.02% NEW
α +15.2pts
03
Wincap Financial LLC
0.89% NEW
α +14.0pts
04
Terra Nova Asset Management LLC
0.87% NEW
α +11.1pts
05
LM Advisors LLC
0.83% held
α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,598 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
0.12% of portfolio
61,977,013 sh
02
ARS Investment Partners, LLC
0.14% of portfolio
18,934,000 sh
03
Brightline Capital Management, LLC
0.06% of portfolio
16,068,000 sh
04
Taconic Capital Advisors LP
0.20% of portfolio
16,014,045 sh
05
Solus Alternative Asset Management LP
0.05% of portfolio
12,206,400 sh
06
Sheaff Brock Investment Advisors, LLC
0.26% of portfolio
10,308,918 sh
07
Marquette Asset Management, LLC
0.09% of portfolio
7,436,033 sh
08
Northeast Financial Consultants Inc
0.15% of portfolio
6,600,600 sh
09
Evergreen Capital Management LLC
0.21% of portfolio
6,296,400 sh
10
Investment Partners Asset Management, Inc.
0.26% of portfolio
5,584,500 sh
See all 1,598 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $XLU in the recent window.

Congress trades · last 90 days

1 disclosures · STOCK Act
Tommy Tuberville
Senate · Alabama · Traded Dec 17
BOUGHT
$XLUThe Utilities Select Sector SPDR Fund
$15K–$50K
Jan 15STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:19 UTC.