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 %
IFWM
826
Institute for Wealth Management
Colorado
$469K +$205K +2,507 +77%
MTC
827
McDaniel Terry & Co
Texas
$469K
RPCONE
828
Retirement Planning Company of New England
Rhode Island
$468K -$12K -147 -2%
KLCM
829
KG&L Capital Management
Louisiana
$466K +$2.78K +34 +0.6%
TCA
830
Transcend Capital Advisors
New Jersey
$465K -$41K -502 -8%
CPL
831
CAP Partners LLC
Tennessee
$463K +$463K +5,669 New
NWA
832
Navis Wealth Advisors
New York
$462K
AIP
833
ARS Investment Partners
New York
$461K +$39.1K +479 +9%
EGA
834
E&G Advisors
Texas
$458K +$23.7K +290 +5%
TNB
835
Thomasville National Bank
Georgia
$457K
SWIG
836
Strategic Wealth Investment Group
Kentucky
$456K +$50.6K +620 +12%
OIS
837
Okabena Investment Services
Minnesota
$456K +$11.3K +138 +3%
JIR
838
James Investment Research
Ohio
$455K
TMWM
839
Taylor & Morgan Wealth Management
Michigan
$451K +$3.1K +38 +0.7%
EP
840
Edgestream Partners
New Jersey
$451K +$451K +5,522 New
SFS
841
Solitude Financial Services
Virginia
$444K -$108K -1,324 -20%
TWA
842
Tandem Wealth Advisors
Arizona
$443K -$3.1K -38 -0.7%
AAA
843
American Alpha Advisors
New York
$443K -$19K -233 -4%
RAG
844
RIA Advisory Group
Iowa
$440K +$82 +1 +0%
LA
845
LexAurum Advisors
Kansas
$438K -$1.47K -18 -0.3%
MCC
846
Money Concepts Capital
Florida
$437K +$212K +2,593 +94%
FIA
847
FPC Investment Advisory
California
$436K -$1.02K -12 -0.2%
RIP
848
Reliant Investment Partners
North Carolina
$434K -$12.1K -148 -3%
SWP
849
Summit Wealth Partners
Florida
$433K +$433K +5,303 New
4A
850
4Wealth Advisors
Illinois
$433K +$17.8K +218 +4%