XLU icon

Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
626
Chicago Partners Investment Group
Illinois
$506K +$55.7K +796 +12%
JHCP
627
Jackson Hole Capital Partners
Oklahoma
$506K -$4.47K -66 -0.9%
RHP
628
Royal Harbor Partners
Texas
$505K +$505K +7,459 New
JF
629
JSF Financial
California
$503K +$503K +7,429 New
FFA
630
Fairfield Financial Advisors
Massachusetts
$501K -$9K -134 -2%
HI
631
Horizon Investments
North Carolina
$501K -$280K -4,141 -36%
NSG
632
Nalls Sherbakoff Group
Tennessee
$499K +$499K +7,429 New
CIA
633
Cladis Investment Advisory
Montana
$497K +$67.8K +1,001 +16%
TA
634
TrueWealth Advisors
Alabama
$496K +$25.5K +377 +5%
EIA
635
Eldridge Investment Advisors
New Hampshire
$490K
KC
636
Kades & Cheifetz
Pennsylvania
$489K +$3.52K +52 +0.7%
LWA
637
Lowe Wealth Advisors
Maryland
$487K +$49.4K +730 +11%
WT
638
Whittier Trust
California
$487K +$22K +325 +5%
WIM
639
Westside Investment Management
California
$485K +$8.45K +124 +2%
FA
640
FDx Advisors
Illinois
$480K
YIA
641
YHB Investment Advisors
Connecticut
$480K -$16.5K -244 -3%
AFO
642
Allie Family Office
Florida
$478K +$21.7K +320 +5%
CAG
643
Curtis Advisory Group
California
$477K -$91.9K -1,358 -16%
SG
644
Stonnington Group
California
$477K -$55.7K -800 -10%
BFG
645
Berger Financial Group
Minnesota
$474K -$25.9K -383 -5%
GFG
646
Greystone Financial Group
Michigan
$474K -$290K -4,278 -38%
RPCONE
647
Retirement Planning Company of New England
Rhode Island
$473K +$4.6K +68 +1%
WA
648
WealthTrust Axiom
Pennsylvania
$466K
CG
649
CFO4Life Group
Texas
$462K -$146K -2,163 -24%
SYBT
650
Stock Yards Bank & Trust
Kentucky
$461K -$67.8K -1,001 -13%