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 %
PIMG
551
Patriot Investment Management Group
Tennessee
$1.27M
ACI
552
Alpha Cubed Investments
California
$1.26M -$953K -11,666 -43%
GKWIM
553
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$134K +1,647 +12%
AWM
554
Avior Wealth Management
Nebraska
$1.25M -$61.7K -756 -5%
MT
555
Midwest Trust
Kansas
$1.25M +$1.25M +15,256 New
CCFM
556
Clear Creek Financial Management
Washington
$1.24M -$153K -1,868 -11%
SC
557
Sepio Capital
Utah
$1.22M -$90.4K -1,107 -7%
CICC
558
Capital Investment Counsel (Colorado)
Colorado
$1.22M +$841K +10,298 +221%
GHA
559
Granite Harbor Advisors
Texas
$1.22M -$43.8K -536 -3%
FTWA
560
Fifth Third Wealth Advisors
Ohio
$1.22M +$625K +7,653 +106%
PWA
561
Primoris Wealth Advisors
Florida
$1.22M -$91.2K -1,117 -7%
YIH
562
Y-Intercept (HK)
Hong Kong
$1.21M +$1.21M +14,847 New
SCM
563
SCS Capital Management
Massachusetts
$1.21M -$506K -6,191 -30%
NW
564
NewEdge Wealth
Pennsylvania
$1.2M +$8.31K +96 +0.7%
SFS
565
Sowell Financial Services
Arkansas
$1.19M +$252K +3,088 +27%
ACM
566
Allred Capital Management
Texas
$1.17M +$980 +12 +0.1%
AWA
567
AmeriServ Wealth Advisors
Pennsylvania
$1.17M -$3.55M -43,529 -75%
WP
568
WealthShield Partners
North Carolina
$1.17M
CAL
569
Capital Advisors Ltd
Ohio
$1.17M +$150K +1,841 +15%
SNPAM
570
St. Nicholas Private Asset Management
Florida
$1.16M
BIG
571
Brookwood Investment Group
Arizona
$1.16M +$866K +10,608 +299%
OBWG
572
Onyx Bridge Wealth Group
New York
$1.15M -$8.29M -101,514 -88%
MYIA
573
Mount Yale Investment Advisors
Colorado
$1.14M -$37K -453 -3%
AWS
574
Arkfeld Wealth Strategies
Nebraska
$1.13M +$656 +8 +0.1%
AFS
575
AFG Fiduciary Services
Massachusetts
$1.13M +$51K +623 +5%