XLU icon

Utilities Select Sector SPDR Fund

1,374 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
726
RWA Wealth Partners
Massachusetts
$691K -$4.9K -60 -0.7%
RIL
727
Rothschild Investment LLC
Illinois
$686K +$82 +1 +0%
WANY
728
Wealthspire Advisors (New York)
New York
$683K -$209K -2,557 -23%
ACA
729
Aptus Capital Advisors
Alabama
$682K +$270K +3,307 +66%
MGIA
730
Matthew Goff Investment Advisor
Texas
$681K -$40.7K -498 -6%
FNBT
731
FineMark National Bank & Trust
Florida
$676K -$4.08K -50 -0.6%
FNBOH
732
First National Bank of Hutchinson
Kansas
$667K
PAMP
733
Polar Asset Management Partners
Ontario, Canada
$662K +$662K +8,108 New
SIM
734
Seaview Investment Managers
Florida
$660K +$660K +8,085 New
MCM
735
Manchester Capital Management
Vermont
$652K -$1.01M -12,421 -61%
Betterment LLC
736
Betterment LLC
New York
$649K -$186K -2,273 -22%
RCAG
737
Rehmann Capital Advisory Group
Michigan
$648K +$41.1K +503 +7%
VCP
738
Verus Capital Partners
Arizona
$647K +$73.6K +901 +13%
LSA
739
Lion Street Advisors
Texas
$646K -$24.5K -300 -4%
DP
740
Dearborn Partners
Illinois
$645K -$7.76K -95 -1%
SFG
741
Sovereign Financial Group
Connecticut
$642K -$66.6K -815 -9%
AIM
742
AHL Investment Management
Florida
$641K -$26.9K -330 -4%
SA
743
Sovran Advisors
California
$641K -$70.1K -864 -10%
MLM
744
Mount Lucas Management
Pennsylvania
$636K -$28.8K -353 -4%
MAS
745
Madden Advisory Services
Florida
$635K +$64.1K +785 +11%
RWS
746
Resolute Wealth Strategies
Mississippi
$635K +$635K +7,774 New
AF
747
Advisornet Financial
Minnesota
$634K -$43K -526 -6%
SFC
748
Strategic Financial Concepts
Texas
$633K +$45.5K +557 +8%
EC
749
Elequin Capital
New York
$630K +$630K +7,716 New
SSWM
750
Strait & Sound Wealth Management
California
$630K -$90.5K -1,108 -13%