XLU icon

Utilities Select Sector SPDR Fund

1,172 hedge funds and large institutions have $13.5B invested in Utilities Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 424 increasing their positions, 385 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+74
Holders Change %
+6.74%
% of All Funds
18.91%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.82%
New
200
Increased
424
Reduced
385
Closed
99
Calls
$480M
Puts
$1.1B
Net Calls
-$620M
Net Calls Change
+$449M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
726
Cypress Capital
Tennessee
$431K +$104K +1,469 +32%
MGAM
727
McGowan Group Asset Management
Texas
$430K +$5.78K +82 +1%
BWM
728
BNC Wealth Management
Oregon
$429K +$58.8K +834 +16%
F
729
F3Logic
Minnesota
$427K -$73K -1,035 -15%
GBS
730
Gallagher Benefit Services
Illinois
$427K +$427K +6,062 New
WI
731
Wintrust Investments
Illinois
$427K -$3.52K -50 -0.8%
JCM
732
J2 Capital Management
Michigan
$423K
GC
733
Grimes & Company
Massachusetts
$421K +$7.47K +106 +2%
SFG
734
SNS Financial Group
Minnesota
$420K -$500K -7,087 -54%
CGFA
735
Colton Groome Financial Advisors
North Carolina
$415K +$193K +2,735 +87%
Comerica Bank
736
Comerica Bank
Texas
$414K -$365K -5,112 -47%
CA
737
Clearstead Advisors
Ohio
$412K +$289K +4,104 +237%
PG
738
Patten Group
Tennessee
$411K +$22.1K +314 +6%
LSA
739
Lion Street Advisors
Texas
$409K +$2.41K +36 +0.6%
BFS
740
Bard Financial Services
Connecticut
$408K
Vontobel Holding
741
Vontobel Holding
Switzerland
$407K -$82.8K -1,174 -17%
MWAM
742
Manhattan West Asset Management
California
$407K +$407K +5,771 New
MGIA
743
Moneta Group Investment Advisors
Missouri
$403K -$46.4K -672 -10%
AWM
744
Aries Wealth Management
Maine
$400K +$56.8K +805 +17%
PWM
745
Palumbo Wealth Management
New York
$393K +$2.26K +32 +0.6%
VWA
746
V Wealth Advisors
Kansas
$390K +$11.2K +159 +3%
FUBT
747
First United Bank & Trust
Maryland
$389K -$34.2K -485 -8%
LFAS
748
Level Four Advisory Services
Texas
$384K +$384K +5,441 New
PAI
749
Pittenger & Anderson Inc
Nebraska
$384K +$37K +525 +11%
TNB
750
Thomasville National Bank
Georgia
$383K