XLU icon

Utilities Select Sector SPDR Fund

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
751
Principal Securities
Iowa
$582K
CWM
752
Centric Wealth Management
Illinois
$581K +$168K +2,127 +41%
WA
753
WealthTrust Axiom
Pennsylvania
$580K +$79 +1 +0%
PFA
754
Pinnacle Family Advisors
Missouri
$578K -$1.05M -13,333 -65%
CIS
755
Custom Index Systems
New York
$575K
SYBT
756
Stock Yards Bank & Trust
Kentucky
$572K +$13.1K +166 +2%
FTWA
757
Fifth Third Wealth Advisors
Ohio
$571K +$56.4K +715 +11%
NRI
758
NFP Retirement Inc
California
$567K +$12.7K +161 +2%
SFC
759
Strategic Financial Concepts
Texas
$567K +$22.7K +288 +4%
MWM
760
Maridea Wealth Management
New York
$560K +$207K +2,619 +58%
JGUA
761
John G. Ullman & Associates
New York
$556K
VCP
762
Verus Capital Partners
Arizona
$553K +$19.7K +250 +4%
MAS
763
Madden Advisory Services
Florida
$551K +$1.5K +19 +0.3%
OC
764
Oakworth Capital
Alabama
$551K
HAM
765
Harmony Asset Management
Arizona
$550K +$79 +1 +0%
FIC
766
Family Investment Center
Missouri
$549K +$297K +3,770 +118%
PSIWM
767
Paradigm Strategies in Wealth Management
Minnesota
$538K -$9.54K -121 -2%
SFS
768
Solitude Financial Services
Virginia
$533K -$93K -1,179 -15%
CA
769
Claro Advisors
Massachusetts
$533K +$25.5K +324 +5%
CS
770
Capital Square
Tennessee
$531K -$224K -2,842 -30%
FSA
771
Fort Sheridan Advisors
Illinois
$527K -$23.7K -300 -4%
KWA
772
Kingswood Wealth Advisors
California
$526K -$76.3K -968 -13%
M
773
MYeCFO
California
$524K +$2.37K +30 +0.5%
AO
774
Advisor OS
Illinois
$524K +$524K +6,639 New
CTWM
775
Cherry Tree Wealth Management
Minnesota
$523K