XLU icon

Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
601
Wellington Management Group
Massachusetts
$1.03M -$282K -3,722 -21%
SFG
602
Sowa Financial Group
Rhode Island
$1.02M -$37.7K -498 -4%
RFC
603
Regions Financial Corp
Alabama
$1.02M -$61.5K -812 -6%
SW
604
SVB Wealth
Massachusetts
$1.02M +$1.02M +13,470 New
RCA
605
Resonant Capital Advisors
Wisconsin
$1.02M -$984 -13 -0.1%
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
$1.02M +$52.8K +698 +5%
FLC
607
Fifth Lane Capital
Texas
$1M +$1M +13,217 New
CP
608
Creekside Partners
California
$999K +$107K +1,413 +12%
WWM
609
Waterway Wealth Management
Texas
$996K -$142K -1,876 -12%
FDW
610
Fourth Dimension Wealth
Ohio
$994K +$994K +13,125 New
SSW
611
Stone Summit Wealth
Florida
$992K -$2.27K -30 -0.2%
FHA
612
First Horizon Advisors
Tennessee
$991K +$6.59K +87 +0.7%
OIA
613
OneDigital Investment Advisors
Kansas
$981K +$1.82K +24 +0.2%
BAM
614
Belpointe Asset Management
Nevada
$980K -$48.2K -632 -5%
WA
615
WestEnd Advisors
North Carolina
$973K -$92.6M -1,223,097 -99%
WPW
616
Waldron Private Wealth
Pennsylvania
$968K
MBT
617
Montecito Bank & Trust
California
$967K
PWW
618
Pettyjohn Wood & White
Virginia
$961K +$23.7K +313 +3%
EP
619
Edgestream Partners
New Jersey
$961K -$1.06M -13,967 -52%
SIC
620
Samalin Investment Counsel
New York
$960K -$10.9K -144 -1%
3AM
621
3EDGE Asset Management
Florida
$958K +$958K +12,656 New
CFS
622
CRA Financial Services
New Jersey
$951K -$9.46K -125 -1%
TCM
623
Telos Capital Management
California
$950K -$19.2K -253 -2%
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$946K
BL
625
BFSG LLC
California
$946K -$30K -397 -3%