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 %
JIP
651
Jaffetilchin Investment Partners
Florida
$461K -$200K -2,960 -30%
AAM
652
Augustine Asset Management
Florida
$460K
CC
653
Constitution Capital
Connecticut
$458K -$2.03K -30 -0.4%
ST
654
Sageworth Trust
Pennsylvania
$458K
Brown Advisory
655
Brown Advisory
Maryland
$457K +$9.68K +143 +2%
NWMG
656
National Wealth Management Group
Ohio
$456K -$58.9K -853 -11%
LSA
657
Lion Street Advisors
Texas
$456K +$42.2K +623 +10%
SFP
658
Shepherd Financial Partners
Massachusetts
$453K -$233K -3,445 -34%
PWP
659
Phillips Wealth Planners
Mississippi
$451K +$3.46K +50 +0.8%
BOM
660
Bank of Marin
California
$450K +$129K +1,901 +40%
SCM
661
Spreng Capital Management
Ohio
$448K
SCP
662
Silverleafe Capital Partners
Tennessee
$443K +$1.15K +17 +0.3%
JGUA
663
John G. Ullman & Associates
New York
$441K +$7.98K +118 +2%
LPIC
664
LeJeune Puetz Investment Counsel
Michigan
$440K -$20.3K -300 -4%
CC
665
Courier Capital
New York
$440K
HP
666
Hilltop Partners
Indiana
$439K -$9.04M -133,587 -95%
FPW
667
Flagship Private Wealth
Massachusetts
$439K +$3.93K +58 +0.9%
APW
668
Aurora Private Wealth
New Jersey
$438K -$78.9K -1,167 -15%
ISL
669
Ingalls & Snyder LLC
New York
$435K +$72.7K +1,074 +20%
OCM
670
Objective Capital Management
Ohio
$434K -$52.9K -781 -11%
Empower Advisory Group
671
Empower Advisory Group
Colorado
$433K +$433K +6,447 New
BWM
672
BNC Wealth Management
Oregon
$433K +$21K +310 +5%
PMG
673
ProVise Management Group
Florida
$431K -$564K -8,328 -57%
Financial Engines Advisors
674
Financial Engines Advisors
California
$431K +$201K +2,965 +87%
PFGIA
675
Patriot Financial Group Insurance Agency
Massachusetts
$429K +$168K +2,479 +64%