XLU icon

Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
SPFA
301
Summit Place Financial Advisors
New Jersey
$2.35M -$94.1K -1,390 -4%
MYLI
302
Meiji Yasuda Life Insurance
Japan
$2.35M
FG
303
Fiduciary Group
Georgia
$2.32M -$44.2K -653 -2%
KF
304
Krilogy Financial
Missouri
$2.31M +$756K +11,173 +49%
ST
305
Sabal Trust
Florida
$2.31M -$16.4K -242 -0.7%
AAIM
306
American Assets Investment Management
California
$2.3M
FFS
307
Founders Financial Securities
Maryland
$2.29M -$204K -3,020 -8%
RWA
308
Rooted Wealth Advisors
Illinois
$2.29M +$2.29M +33,274 New
MFS
309
Mirabella Financial Services
United Kingdom
$2.29M +$2.29M +33,825 New
WBCM
310
Wilson & Boucher Capital Management
California
$2.27M +$266K +3,929 +13%
FMTCOCP
311
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.23M +$173K +2,560 +8%
KPWS
312
Kestra Private Wealth Services
Texas
$2.22M +$421K +6,221 +23%
AFP
313
Ausdal Financial Partners
Iowa
$2.18M -$143K -2,113 -6%
AF
314
Advisornet Financial
Minnesota
$2.16M +$110K +1,624 +5%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$2.15M -$83.3K -1,230 -4%
TC
316
Trust Company
Kansas
$2.14M +$58.3K +861 +3%
SRSA
317
S.R. Schill & Associates
Washington
$2.13M +$138K +2,037 +7%
MA
318
Montag & Associates
Georgia
$2.12M +$149K +2,199 +8%
ACI
319
Alpha Cubed Investments
California
$2.12M +$37.5K +554 +2%
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$2.11M -$19.1K -282 -0.9%
SS
321
Simplicity Solutions
Minnesota
$2.08M +$2.08M +30,747 New
RA
322
RFG Advisory
Alabama
$2.08M +$81.7K +1,207 +4%
SWP
323
Stratos Wealth Partners
Ohio
$2.04M -$550K -8,119 -21%
AWM
324
Apollon Wealth Management
South Carolina
$2.01M +$646K +9,538 +47%
IP
325
Ignite Planners
California
$2M -$218K -3,123 -10%