XLU icon

Utilities Select Sector SPDR Fund

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
676
Spreng Capital Management
Ohio
$397K -$36K -550 -8%
JCM
677
J2 Capital Management
Michigan
$393K
Brown Advisory
678
Brown Advisory
Maryland
$390K -$51.4K -786 -12%
JFG
679
Jefferies Financial Group
New York
$388K +$388K +5,936 New
PMG
680
ProVise Management Group
Florida
$388K -$28.6K -437 -7%
PG
681
Patten Group
Tennessee
$386K +$1.31K +20 +0.3%
LC
682
Lavaca Capital
Texas
$384K +$125K +1,911 +48%
SA
683
Strategic Advisors
New York
$382K -$1.11K -17 -0.3%
CA
684
Clearstead Advisors
Ohio
$381K -$982 -15 -0.3%
BFS
685
Bard Financial Services
Connecticut
$379K
SS
686
Sunbelt Securities
Texas
$378K -$29.7K -454 -7%
Northwestern Mutual Wealth Management
687
Northwestern Mutual Wealth Management
Wisconsin
$377K +$2.16K +33 +0.6%
TNB
688
Thomasville National Bank
Georgia
$377K +$21K +321 +6%
WIA
689
World Investment Advisors
California
$375K +$1.51K +23 +0.4%
GC
690
Grimes & Company
Massachusetts
$368K
GFA
691
Gallagher Fiduciary Advisors
Illinois
$366K -$13.8K -211 -4%
GA
692
GFS Advisors
Texas
$365K +$163K +2,490 +81%
CFG
693
CKW Financial Group
Hawaii
$365K +$365K +5,583 New
NWA
694
Navis Wealth Advisors
New York
$364K +$524 +8 +0.1%
IW
695
Imprint Wealth
South Carolina
$364K +$1.03K +16 +0.3%
CL
696
COWA LLC
Oklahoma
$363K -$26.7K -408 -7%
DBRC
697
D.B. Root & Company
Pennsylvania
$362K +$160K +2,452 +80%
TWM
698
Tradition Wealth Management
Minnesota
$362K -$32.4K -495 -8%
ICG
699
InterOcean Capital Group
Tennessee
$356K +$70.7K +1,080 +25%
FUBT
700
First United Bank & Trust
Maryland
$347K -$7.2K -110 -2%