XLU icon

Utilities Select Sector SPDR Fund

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
576
Alpha Cubed Investments
California
$268K +$3.24K +50 +1%
IF
577
IRON Financial
Illinois
$267K -$25.9K -400 -9%
SDWMA
578
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K
ISL
579
Ingalls & Snyder LLC
New York
$261K -$259 -4 -0.1%
SJIM
580
St. Johns Investment Management
Florida
$261K +$1.75K +27 +0.7%
CTA
581
Chesley Taft & Associates
Illinois
$259K
GLLW
582
Graves Light Lenhart Wealth
Virginia
$259K +$259K +4,036 New
LJAC
583
L.J. Altfest & Co
New York
$256K +$130 +2 +0.1%
MTC
584
McDaniel Terry & Co
Texas
$256K +$256K +3,954 New
OIA
585
OneDigital Investment Advisors
Kansas
$255K +$202K +3,121 +383%
CAM
586
Cresset Asset Management
Illinois
$254K
BP
587
Ballentine Partners
Massachusetts
$247K -$65.3K -1,007 -21%
TW
588
Transform Wealth
Colorado
$245K -$2.49M -38,421 -91%
GG
589
Gofen & Glossberg
Illinois
$245K
BO
590
BRR OpCo
Ohio
$242K +$242K +3,742 New
SSWM
591
Sheets Smith Wealth Management
North Carolina
$240K
BSW
592
Buckingham Strategic Wealth
Missouri
$238K +$238K +3,680 New
SIM
593
Stratos Investment Management
Ohio
$237K -$77.7K -1,200 -25%
QCIG
594
Quad-Cities Investment Group
Iowa
$237K +$129 +2 +0.1%
PMFA
595
Plante Moran Financial Advisors
Michigan
$237K +$6.66K +103 +3%
ECM
596
Evergreen Capital Management
Washington
$232K
PB
597
Pinnacle Bancorp
Nebraska
$232K
SGK
598
Steigerwald Gordon & Koch
Virginia
$231K
B
599
Bailard
California
$230K
DP
600
Dearborn Partners
Illinois
$228K +$228K +3,519 New