XLU icon

Utilities Select Sector SPDR Fund

532 hedge funds and large institutions have $6.51B invested in Utilities Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
13.28%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
50
Increased
174
Reduced
197
Closed
42
Calls
$982M
Puts
$1.86B
Net Calls
-$881M
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
501
Guidant Wealth Advisors
Illinois
$20K +$20K +380 New
MCM
502
McKinley Capital Management
Alaska
$19K -$9.85K -184 -34%
LWM
503
Lenox Wealth Management
Ohio
$18K
PRS
504
Pinkerton Retirement Specialists
Idaho
$17K +$160 +3 +1%
CCM
505
Cribstone Capital Management
Maine
$15K
LYV
506
Live Your Vision
Pennsylvania
$15K
BWA
507
BDO Wealth Advisors
Florida
$13K
PA
508
Perennial Advisors
New York
$12K
KPCM
509
Kings Point Capital Management
New York
$11K
CAL
510
Capital Analysts LLC
Pennsylvania
$11K
MCIA
511
Mountain Capital Investment Advisors
Colorado
$11K
RFA
512
Reilly Financial Advisors
California
$11K +$385 +7 +4%
HT
513
Heritage Trust
Oklahoma
$11K +$11K +215 New
MWM
514
MinichMacGregor Wealth Management
New York
$10K
WIM
515
Westside Investment Management
California
$9.1K
SFG
516
SevenBridge Financial Group
Pennsylvania
$8K
M
517
MOTCO
Texas
$7K
PMFA
518
Plante Moran Financial Advisors
Michigan
$6K -$43.1K -862 -88%
AIP
519
Ameritas Investment Partners
Nebraska
$6K -$960 -20 -14%
DPA
520
Delphi Private Advisors
California
$5K
WAS
521
Winch Advisory Services
Wisconsin
$5K +$5K +93 New
TAIM
522
TD Ameritrade Investment Management
Nebraska
$4K -$247 -5 -6%
HS
523
Horan Securities
United States
$4K
AIS
524
Accurate Investment Solutions
Pennsylvania
$4K +$4K +77 New
First Manhattan
525
First Manhattan
New York
$3K -$4.19K -95 -58%