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 %
MA
876
MCF Advisors
Kentucky
$88.4K
WWM
877
Wolff Wiese Magana
California
$85K -$4.77K -81 -5%
FFA
878
Founders Financial Alliance
North Carolina
$84.7K -$23.2K -394 -22%
HPIA
879
Hamilton Point Investment Advisors
North Carolina
$84K
Optiver Holding
880
Optiver Holding
Netherlands
$82.3K +$82.3K +1,396 New
Deutsche Bank
881
Deutsche Bank
Germany
$80.9K +$36.8K +625 +84%
TIM
882
Tortoise Investment Management
New York
$78.4K
EC
883
Elequin Capital
New York
$78K +$78K +1,323 New
FIA
884
FNY Investment Advisers
New York
$76K +$70.2K +1,200 +1,200%
AWM
885
Avior Wealth Management
Nebraska
$73.6K -$227K -3,859 -76%
AIM
886
Anchor Investment Management
South Carolina
$73.4K +$26.5K +450 +57%
WWP
887
WR Wealth Planners
Missouri
$72.2K
GWANC
888
Guardian Wealth Advisors (North Carolina)
North Carolina
$72.2K +$242 +4 +0.3%
POIA
889
Pin Oak Investment Advisors
Texas
$72K
CYG
890
Clean Yield Group
Vermont
$71.5K
JEST
891
JTC Employer Solutions Trustee
Jersey
$71K
BFPW
892
BOK Financial Private Wealth
Colorado
$70.2K
IBOK
893
Independence Bank of Kentucky
Kentucky
$68.2K +$22.1K +375 +48%
MFT
894
Moisand Fitzgerald Tamayo
Florida
$67.9K
JWA
895
JFS Wealth Advisors
Pennsylvania
$66.6K
CHA
896
Carmichael Hill & Associates
Maryland
$65.4K +$177 +3 +0.3%
Jones Financial Companies
897
Jones Financial Companies
Missouri
$64.2K -$5.6K -95 -8%
MIFH
898
Migdal Insurance & Financial Holdings
Israel
$64K -$42.2M -721,130 -100%
MCM
899
Magnolia Capital Management
New York
$64K
ATC
900
Adirondack Trust Company
New York
$62.2K -$122K -2,066 -66%