XLU icon

Utilities Select Sector SPDR Fund

1,109 hedge funds and large institutions have $12.9B invested in Utilities Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 453 increasing their positions, 302 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+58
Holders Change %
+5.52%
% of All Funds
18.75%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.9%
New
163
Increased
453
Reduced
302
Closed
90
Calls
$742M
Puts
$1.19B
Net Calls
-$446M
Net Calls Change
+$779M
Name Holding Trade Value Shares
Change
Shares
Change %
WEPOG
776
Wealth Enhancement & Preservation of GA
Georgia
$297K -$203K -2,967 -41%
ACM
777
Advance Capital Management
Michigan
$297K
RWP
778
Ridgecrest Wealth Partners
California
$296K +$1.33K +19 +0.5%
ZCM
779
Ziegler Capital Management
Illinois
$296K +$296K +4,225 New
MC
780
Mathes Company
New York
$295K
EA
781
Ellsworth Advisors
Ohio
$295K
RFA
782
Resurgent Financial Advisors
Georgia
$295K +$295K +4,200 New
AFA
783
American Financial Advisors
Georgia
$294K +$294K +4,193 New
Legal & General Group
784
Legal & General Group
United Kingdom
$294K +$294K +4,210 New
SFPG
785
Stonebridge Financial Planning Group
Florida
$293K -$58.6K -835 -17%
F4L
786
Fortune 45 LLC
Louisiana
$293K +$293K +4,185 New
SAM
787
Secure Asset Management
Michigan
$292K -$40.8K -583 -12%
GLLW
788
Graves Light Lenhart Wealth
Virginia
$290K +$630 +9 +0.2%
CFAM
789
Center For Asset Management
Florida
$290K +$290K +4,135 New
SDWMA
790
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$350 -5 -0.1%
PP
791
Patron Partners
Texas
$289K +$289K +4,126 New
BDF
792
Black Diamond Financial
Maryland
$288K -$35.9K -511 -11%
GA
793
GFS Advisors
Texas
$287K -$224K -3,198 -44%
MFS
794
Mirabella Financial Services
United Kingdom
$285K +$285K +4,057 New
H
795
HoyleCohen
California
$284K -$55.4K -790 -16%
FEM
796
Fulcrum Equity Management
Texas
$283K +$283K +4,033 New
T
797
TCWP
Ohio
$281K -$3.08K -44 -1%
CTA
798
Chesley Taft & Associates
Illinois
$281K
CT
799
Coastline Trust
Rhode Island
$281K +$2.8K +40 +1%
MCWS
800
McKinley Carter Wealth Services
West Virginia
$281K +$281K +4,014 New