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 %
GAA
926
Guardian Asset Advisors
Pennsylvania
$348K +$348K +4,257 New
FUBT
927
First United Bank & Trust
Maryland
$347K +$39.1K +479 +13%
IB
928
Iyo Bank
Japan
$347K -$692K -8,480 -67%
WFA
929
WMG Financial Advisors
Tennessee
$347K +$347K +4,251 New
VAM
930
Verity Asset Management
North Carolina
$345K +$345K +4,220 New
TWM
931
Tolleson Wealth Management
Texas
$344K
LBC
932
Leigh Baldwin & Co
New York
$344K +$35.1K +430 +11%
MC
933
Mathes Company
New York
$343K
SXL
934
Summit X LLC
Missouri
$342K +$342K +4,186 New
PIA
935
Perennial Investment Advisors
California
$342K +$61.8K +757 +22%
ATFA
936
All Terrain Financial Advisors
Minnesota
$340K -$23.9K -293 -7%
PIM
937
Penobscot Investment Management
Massachusetts
$340K +$340K +4,160 New
SP
938
Successful Portfolios
Florida
$339K
WTC
939
WhitTier Trust Company
Nevada
$339K
CFD
940
Creative Financial Designs
Indiana
$338K -$8.57K -105 -2%
CAG
941
Crestwood Advisors Group
Massachusetts
$337K +$8.25K +101 +3%
SMC
942
Smith, Moore & Co
Missouri
$335K +$490 +6 +0.1%
MRP
943
Measured Risk Portfolios
California
$334K +$1.31K +16 +0.4%
NAS
944
Nicolet Advisory Services
Wisconsin
$333K +$333K +3,878 New
KCM
945
Kanawha Capital Management
Virginia
$330K
SFPG
946
Stonebridge Financial Planning Group
Florida
$330K +$9.8K +120 +3%
NCM
947
Novare Capital Management
North Carolina
$330K +$13.5K +165 +4%
SQA
948
Simon Quick Advisors
New Jersey
$330K -$12.2K -150 -4%
AFG
949
Allegheny Financial Group
Pennsylvania
$329K +$329K +4,035 New
OAM
950
Occidental Asset Management
California
$328K -$19.1K -234 -6%