XLU icon

Utilities Select Sector SPDR Fund

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
901
Ancora Advisors
Ohio
$343K
BFA
902
Beaumont Financial Advisors
Massachusetts
$342K
ISL
903
Ingalls & Snyder LLC
New York
$339K -$43.3K -550 -11%
BWM
904
Birchcreek Wealth Management
Ohio
$338K -$57.8K -733 -15%
AWE
905
Avidian Wealth Enterprises
Texas
$335K +$5.99K +76 +2%
OAM
906
Occidental Asset Management
California
$335K +$56.9K +722 +20%
CFD
907
Creative Financial Designs
Indiana
$335K -$46.1K -585 -12%
BJL
908
Brighton Jones LLC
Washington
$334K +$32.2K +409 +11%
TWM
909
Tolleson Wealth Management
Texas
$332K
KDA
910
Kraft Davis & Associates
Missouri
$332K -$857K -10,983 -72%
SWA
911
Stratos Wealth Advisors
Ohio
$331K -$373K -4,734 -53%
WCF
912
West Coast Financial
California
$331K
MC
913
Mathes Company
New York
$331K
SQA
914
Simon Quick Advisors
New Jersey
$330K -$710 -9 -0.2%
SP
915
Successful Portfolios
Florida
$328K
RA
916
Rockingstone Advisors
Massachusetts
$328K
WTC
917
WhitTier Trust Company
Nevada
$327K -$7.89K -100 -2%
RRCM
918
Rappaport Reiches Capital Management
Illinois
$325K +$325K +4,125 New
CCM
919
Crew Capital Management
Ohio
$325K +$3.08K +39 +1%
SMC
920
Smith, Moore & Co
Missouri
$323K +$394 +5 +0.1%
IC
921
IEQ Capital
California
$323K +$94.8K +1,202 +42%
MRP
922
Measured Risk Portfolios
California
$321K -$25.3K -321 -7%
UOTTAIMCU
923
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K +$171K +2,168 +114%
KCM
924
Kanawha Capital Management
Virginia
$319K +$15.8K +200 +5%
FA
925
Fiduciary Alliance
South Carolina
$318K +$64.1K +813 +25%