XLU icon

Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
851
FAS Wealth Partners
Kansas
$122K +$766 +13 +0.6%
BA
852
Ballast Advisors
Minnesota
$120K +$1.77K +30 +1%
KI
853
Kapitalo Investimentos
Brazil
$119K +$119K +2,025 New
HB
854
Horizon Bancorp
Indiana
$119K +$119K +2,024 New
GC
855
Garde Capital
Washington
$118K -$15.6K -264 -12%
AIM
856
Acropolis Investment Management
Missouri
$117K -$1.47K -25 -1%
KFI
857
Key Financial Inc
Pennsylvania
$115K +$825 +14 +0.7%
EWA
858
EverSource Wealth Advisors
Alabama
$115K -$59 -1 -0.1%
BTI
859
Blue Trust Inc
Georgia
$113K +$38K +583 +51%
CFB
860
Cullen/Frost Bankers
Texas
$112K +$36.1K +613 +48%
UOTTAIMCU
861
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$112K +$112K +1,902 New
AWM
862
Atticus Wealth Management
Florida
$111K -$1.36K -23 -1%
CAS
863
Coppell Advisory Solutions
Texas
$111K +$13.5K +192 +14%
MTIM
864
Marathon Trading Investment Management
Pennsylvania
$109K +$101K +1,721 +1,355%
OIA
865
Optimum Investment Advisors
Illinois
$106K
BG
866
Bollard Group
Massachusetts
$105K +$648 +11 +0.6%
WT
867
Washington Trust
Rhode Island
$103K
GWMIA
868
Global Wealth Management Investment Advisory
Florida
$98.8K
PA
869
PSI Advisors
Florida
$98.5K +$118 +2 +0.1%
CTA
870
Colonial Trust Advisors
South Carolina
$96.9K +$10.9K +185 +13%
GWSG
871
GPS Wealth Strategies Group
Colorado
$96.2K
TAM
872
Townsend Asset Management
North Carolina
$94.4K +$295 +5 +0.3%
HWP
873
Highline Wealth Partners
California
$94.3K
EWM
874
Evermay Wealth Management
Virginia
$94.3K +$20.3K +345 +27%
SWA
875
Sutton Wealth Advisors
Florida
$89.3K