XLU icon

Utilities Select Sector SPDR Fund

891 hedge funds and large institutions have $9.67B invested in Utilities Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 347 increasing their positions, 257 reducing their positions, and 70 closing their positions.

Holders
891
Holders Change
+19
Holders Change %
+2.18%
% of All Funds
15.65%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
104
Increased
347
Reduced
257
Closed
70
Calls
$915M
Puts
$1.29B
Net Calls
-$377M
Net Calls Change
-$307M
Name Market Value Shares Shares
Change
Shares
Change %
ASN
226
Advisory Services Network
Georgia
$2.42M 37,856 +1,570 +4%
PWAC
227
Private Wealth Advisors (California)
California
$2.41M 36,135 -1,629 -4%
ST
228
Sabal Trust
Florida
$2.4M 37,636 +933 +3%
IP
229
Investment Partners
Ohio
$2.4M 37,591 +800 +2%
BFA
230
Beaumont Financial Advisors
Massachusetts
$2.4M 37,598 +1,169 +3%
SCM
231
Stevens Capital Management
Pennsylvania
$2.38M 37,200 +37,200 New
KWM
232
Kingsview Wealth Management
Oregon
$2.33M 36,537 +27,631 +310%
AWP
233
Accretive Wealth Partners
New Jersey
$2.33M 36,406 +2,123 +6%
MBT
234
Montecito Bank & Trust
California
$2.33M 36,395 +650 +2%
1IA
235
1834 Investment Advisors
Wisconsin
$2.32M 36,304 +3,469 +11%
ABC
236
Associated Banc-Corp
Wisconsin
$2.32M 36,283 +461 +1%
BHWM
237
Bar Harbor Wealth Management
New Hampshire
$2.3M 36,075 +210 +0.6%
ANTB
238
AMG National Trust Bank
Colorado
$2.29M 35,802 -2,066 -5%
ARC
239
Advisor Resource Council
Texas
$2.26M 35,316 -49,555 -58%
GRP
240
Global Retirement Partners
California
$2.25M 35,215 -951 -3%
MBTD
241
Mechanics Bank - Trust Department
California
$2.21M 34,560 -907 -3%
HT
242
HAP Trading
New York
$2.2M 34,425 +34,425 New
NA
243
Nottingham Advisors
New York
$2.19M 33,805 +8,104 +32%
AAIM
244
American Assets Investment Management
California
$2.17M 34,000
KPWS
245
Kestra Private Wealth Services
Texas
$2.14M 33,556 +2,042 +6%
MWM
246
Moulton Wealth Management
Washington
$2.13M 33,386 +33,386 New
HWA
247
Heritage Wealth Advisors
Virginia
$2.11M 32,994 +707 +2%
CWM
248
CMH Wealth Management
New Hampshire
$2.11M 32,984 +3,384 +11%
JG
249
Jefferies Group
New York
$2.09M 32,676 +2,501 +8%
WP
250
WealthSource Partners
California
$2.06M 32,286 +3,675 +13%