XLU icon

Utilities Select Sector SPDR Fund

557 hedge funds and large institutions have $6.77B invested in Utilities Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 176 increasing their positions, 223 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-28
Holders Change %
-4.79%
% of All Funds
12.78%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
76
Increased
176
Reduced
223
Closed
99
Calls
$1.22B
Puts
$1.03B
Net Calls
+$187M
Net Calls Change
+$1.26B
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
626
EP Wealth Advisors
California
-$261K -4,955 Closed
SS
627
Sunbelt Securities
Texas
-$257K -4,877 Closed
BAM
628
Belpointe Asset Management
Nevada
-$227K -4,313 Closed
SSWM
629
Sheets Smith Wealth Management
North Carolina
-$221K -4,200 Closed
AWM
630
AE Wealth Management
Kansas
-$218K -4,135 Closed
IGGA
631
Iron Gate Global Advisors
Utah
-$217K -4,134 Closed
NAMP
632
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$205K -3,895 Closed
SGK
633
Steigerwald Gordon & Koch
Virginia
-$203K -3,862 Closed
USGIU
634
U.S. Global Investors (USGI)
Texas
-$189K -3,600 Closed
PGA
635
Premia Global Advisors
Florida
-$166K -3,195 Closed
PCM
636
Price Capital Management
Louisiana
-$158K -3,000 Closed
AIP
637
Almanack Investment Partners
Pennsylvania
-$128K -2,434 Closed
IAM
638
Integre Asset Management
New York
-$121K -2,305 Closed
SNT
639
Security National Trust
West Virginia
-$105K -2,000 Closed
MCM
640
MV Capital Management
Maryland
-$76K -1,435 Closed
CA
641
Crewe Advisors
Utah
-$75K -1,418 Closed
EWM
642
Evercore Wealth Management
New York
-$59K -1,125 Closed
LWM
643
Lenox Wealth Management
Ohio
-$53K -1,006 Closed
ACM
644
AUA Capital Management
Pennsylvania
-$26K -500 Closed
PWM
645
Paulson Wealth Management
Illinois
-$21K -400 Closed
BWA
646
BDO Wealth Advisors
Florida
-$13K -250 Closed
WA
647
Waverly Advisors
Alabama
-$12K -222 Closed
LC
648
Landaas & Company
Wisconsin
-$8K -153 Closed
SPI
649
Santori & Peters Inc
Pennsylvania
-$6K -133 Closed
WWM
650
Wagner Wealth Management
South Carolina
-$7K -132 Closed