XLU icon

Utilities Select Sector SPDR Fund

557 hedge funds and large institutions have $6.77B invested in Utilities Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 176 increasing their positions, 223 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-28
Holders Change %
-4.79%
% of All Funds
12.78%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
76
Increased
176
Reduced
223
Closed
99
Calls
$1.22B
Puts
$1.03B
Net Calls
+$187M
Net Calls Change
+$1.26B
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
251
Haverford Trust Company
Pennsylvania
$720K +$37.4K +740 +5%
AF
252
Arrow Financial
New York
$709K -$109K -2,149 -13%
CAL
253
Capital Advisors Ltd
Ohio
$692K -$31.8K -630 -4%
SCA
254
Sage Capital Advisors
South Dakota
$680K +$4.04K +80 +0.6%
BCM
255
Boltwood Capital Management
California
$675K +$7.12K +141 +1%
LCM
256
Lucas Capital Management
New Jersey
$675K +$339K +6,701 +101%
CIC
257
Carnegie Investment Counsel
Ohio
$667K -$25.2K -500 -4%
SWP
258
Stratos Wealth Partners
Ohio
$653K -$40.9K -809 -6%
SBWM
259
Sunflower Bank Wealth Management
Arizona
$649K -$7.07K -140 -1%
OA
260
Outfitter Advisors
Virginia
$637K
AP
261
Appleton Partners
Massachusetts
$637K +$269K +5,320 +73%
WCM
262
Windsor Capital Management
Arizona
$620K -$61.5K -1,217 -9%
LNC
263
Lincoln National Corp
Pennsylvania
$611K -$337K -6,667 -36%
6M
264
6 Meridian
Kansas
$608K +$44.8K +887 +8%
FHA
265
Flagship Harbor Advisors
Massachusetts
$600K
Bank of New York Mellon
266
Bank of New York Mellon
New York
$599K -$72.5K -1,435 -11%
RFC
267
Regions Financial Corp
Alabama
$599K -$58.9K -1,167 -9%
CA
268
Cetera Advisors
Colorado
$590K +$148K +2,942 +34%
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
$581K -$2.44M -48,265 -81%
VA
270
Valmark Advisers
Ohio
$573K +$18K +355 +3%
FHA
271
First Horizon Advisors
Tennessee
$571K -$10.6K -210 -2%
LPIC
272
LeJeune Puetz Investment Counsel
Michigan
$567K
CMBA
273
C.M. Bidwell & Associates
Hawaii
$566K -$107K -2,120 -16%
PA
274
Parallel Advisors
California
$562K +$11.4K +226 +2%
Cerity Partners
275
Cerity Partners
New York
$552K +$2.53K +50 +0.5%