XLU icon

Utilities Select Sector SPDR Fund

1,374 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
501
Central Bank & Trust
Kentucky
$1.58M +$52.4K +642 +3%
VT
502
Volterra Technologies
New York
$1.55M +$1.55M +18,985 New
SC
503
Solstein Capital
California
$1.55M +$732K +8,964 +90%
AIM
504
Advyzon Investment Management
Illinois
$1.54M +$1.08M +13,218 +233%
Legal & General Group
505
Legal & General Group
United Kingdom
$1.54M -$976K -12,000 -39%
1SB
506
1ST Source Bank
Indiana
$1.53M -$130K -1,592 -8%
MWM
507
Moulton Wealth Management
Washington
$1.52M -$247K -3,016 -14%
WA
508
WP Advisors
California
$1.52M +$7.35K +90 +0.5%
LWM
509
Lionsbridge Wealth Management
Florida
$1.52M -$1.91M -23,400 -56%
PG
510
Prostatis Group
Maryland
$1.52M +$1.16M +14,257 +328%
EW
511
Evoke Wealth
California
$1.52M +$720K +8,814 +90%
FFA
512
Florida Financial Advisors
Florida
$1.51M +$699K +8,565 +87%
PA
513
Parallel Advisors
California
$1.51M +$218K +2,664 +17%
PCMH
514
Polymer Capital Management (HK)
Hong Kong
$1.5M
PEA
515
Park Edge Advisors
Ohio
$1.49M -$1.79M -21,910 -55%
SB
516
Strategic Blueprint
Georgia
$1.46M -$17K -208 -1%
CAMG
517
CWA Asset Management Group
Florida
$1.46M +$35.3K +432 +2%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$1.46M +$472K +5,784 +48%
EF
519
Empowered Funds
Pennsylvania
$1.45M +$145K +1,781 +11%
EFA
520
Evernest Financial Advisors
Indiana
$1.45M +$156K +1,913 +12%
CCS
521
Concentric Capital Strategies
Connecticut
$1.45M +$1.45M +17,697 New
CHC
522
City Holding Co
West Virginia
$1.44M +$46.4K +568 +3%
AWA
523
Arete Wealth Advisors
Illinois
$1.43M +$29.9K +366 +2%
BI
524
Bramshill Investments
Florida
$1.43M +$490K +6,000 +52%
JCFM
525
JBR Co Financial Management
Oklahoma
$1.43M +$14.3K +175 +1%