XLU icon

Utilities Select Sector SPDR Fund

516 hedge funds and large institutions have $6.64B invested in Utilities Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
12.86%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.72%
New
75
Increased
158
Reduced
188
Closed
59
Calls
$619M
Puts
$1.26B
Net Calls
-$643M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
426
Kessler Investment Group
Indiana
$127K -$3.8K -74 -3%
DADC
427
D.A. Davidson & Co
Montana
$126K -$48K -936 -28%
SWA
428
Sutton Wealth Advisors
Florida
$126K
AIP
429
Almanack Investment Partners
Pennsylvania
$124K +$124K +2,407 New
BKA
430
Brick & Kyle Associates
Pennsylvania
$115K
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$108K -$95.4K -1,855 -47%
CFA
432
Carroll Financial Associates
North Carolina
$107K
CLOS
433
Compagnie Lombard Odier SCmA
Switzerland
$105K +$105K +2,050 New
EDRH
434
Edmond de Rothschild Holding
Switzerland
$104K -$1.46M -28,627 -93%
TWA
435
TCI Wealth Advisors
Arizona
$103K
SNT
436
Security National Trust
West Virginia
$103K
TIM
437
Tortoise Investment Management
New York
$102K
SBL
438
Sargent Bickham Lagudis
Colorado
$96K
AIM
439
Advantage Investment Management
Iowa
$94K +$15.3K +300 +20%
CFA
440
CT Financial Advisors
Pennsylvania
$89.3K +$308 +6 +0.3%
SIA
441
Spruce Investment Advisors
Connecticut
$88K
TCOV
442
Trust Company of Vermont
Vermont
$85K -$1.29K -25 -1%
PFO
443
Pathstone Family Office
New Jersey
$84K +$84K +1,645 New
MA
444
MCF Advisors
Kentucky
$77K
FWM
445
Focused Wealth Management
New York
$76K +$51 +1 +0.1%
PG
446
Patten Group
Tennessee
$74K +$1.79K +35 +2%
HCM
447
Highlander Capital Management
New Jersey
$72K
ECM
448
Exchange Capital Management
Michigan
$71K -$7.33K -142 -9%
RFWA
449
RPg Family Wealth Advisory
Massachusetts
$70.2K +$70.2K +1,368 New
YWP
450
YorkBridge Wealth Partners
New York
$67K -$15.5K -300 -19%