XLU icon

Utilities Select Sector SPDR Fund

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
VF
851
VitalStone Financial
Texas
$410K +$100K +1,239 +32%
TWA
852
Talisman Wealth Advisors
New Jersey
$409K +$2.49K +31 +0.6%
HWAM
853
Hennion & Walsh Asset Management
New Jersey
$407K
CAAS
854
Capital Asset Advisory Services
Michigan
$406K +$406K +5,109 New
ARC
855
Advisor Resource Council
Texas
$406K +$406K +5,020 New
CSIC
856
Clifford Swan Investment Counsel
California
$405K
KWA
857
Kingswood Wealth Advisors
California
$405K +$405K +5,010 New
FTWA
858
Fifth Third Wealth Advisors
Ohio
$404K +$404K +5,003 New
GFA
859
Gallagher Fiduciary Advisors
Illinois
$404K -$119K -1,476 -23%
1IA
860
1834 Investment Advisors
Wisconsin
$403K -$244K -3,015 -38%
OIS
861
Okabena Investment Services
Minnesota
$403K
FPGK
862
Financial Partners Group (Kansas)
Kansas
$403K +$403K +4,992 New
FDCDDQ
863
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396K +$67.9K +840 +21%
SW
864
Simplicity Wealth
New Jersey
$396K +$9.94K +123 +3%
FT
865
Fiduciary Trust
Massachusetts
$394K +$394K +4,875 New
SCM
866
Spreng Capital Management
Ohio
$394K -$117K -1,450 -23%
AIP
867
ARS Investment Partners
New York
$393K +$37.7K +467 +11%
SFC
868
Strategic Financial Concepts
Texas
$392K -$24.8M -306,407 -98%
ISL
869
Ingalls & Snyder LLC
New York
$392K
LA
870
Latitude Advisors
Florida
$392K +$392K +4,850 New
PG
871
Patten Group
Tennessee
$391K -$9.21K -114 -2%
VCP
872
Verus Capital Partners
Arizona
$390K +$46.5K +576 +14%
QT
873
Quantbot Technologies
New York
$390K +$390K +4,823 New
WSFS
874
Wilmington Savings Fund Society
Delaware
$389K +$389K +4,816 New
GWM
875
GSB Wealth Management
Connecticut
$389K