XLU icon

Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
551
Magnus Financial Group
New York
$594K -$5.19K -88 -0.9%
LJAC
552
L.J. Altfest & Co
New York
$591K -$1.25M -21,158 -68%
SWM
553
Stockman Wealth Management
Montana
$590K -$321K -5,442 -35%
RCA
554
Resonant Capital Advisors
Wisconsin
$589K
CFS
555
CRA Financial Services
New Jersey
$589K
MW
556
Marcum Wealth
Ohio
$584K -$6.36K -108 -1%
RVPG
557
Relative Value Partners Group
$583K -$14.7K -250 -2%
MAM
558
MMA Asset Management
Pennsylvania
$567K -$26.2K -444 -4%
SIC
559
Salem Investment Counselors
North Carolina
$563K -$7.84K -133 -1%
SWA
560
Stratos Wealth Advisors
Ohio
$559K +$559K +9,480 New
CA
561
Claro Advisors
Massachusetts
$554K -$110K -1,862 -17%
KA
562
Kovack Advisors
Florida
$553K -$48.1K -817 -8%
KFGK
563
Keystone Financial Group (Kentucky)
Kentucky
$551K +$112K +1,905 +26%
GT
564
Greenleaf Trust
Michigan
$550K +$67.2K +1,140 +14%
MC
565
Moors & Cabot
Massachusetts
$550K -$163K -2,768 -23%
RCAG
566
Rehmann Capital Advisory Group
Michigan
$548K -$162K -2,742 -23%
MA
567
MONECO Advisors
Connecticut
$542K +$260K +4,411 +92%
EAM
568
Evanson Asset Management
California
$539K -$21.5K -364 -4%
SWM
569
SeaCrest Wealth Management
New York
$537K -$47.3K -803 -8%
SWM
570
Silverlake Wealth Management
Vermont
$533K -$27.6K -469 -5%
SC
571
Stolper & Co
Oklahoma
$531K -$6.89K -117 -1%
WIM
572
Westside Investment Management
California
$529K +$109K +1,850 +26%
ML
573
McAdam LLC
Pennsylvania
$527K -$49.9K -846 -9%
RWP
574
RWA Wealth Partners
Massachusetts
$525K +$59 +1 +0%
BIA
575
Barry Investment Advisors
Massachusetts
$524K -$91.5K -1,553 -15%