XLU icon

Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
926
GPS Wealth Strategies Group
Colorado
$105K
HWP
927
Highline Wealth Partners
California
$105K +$105K +1,601 New
TAM
928
Townsend Asset Management
North Carolina
$101K +$327 +5 +0.3%
MA
929
MCF Advisors
Kentucky
$98K +$49K +750 +100%
FPFS
930
First Personal Financial Services
North Carolina
$97K
HR
931
Howe & Rusling
New York
$94K +$57.9K +884 +160%
PFBT
932
Parkside Financial Bank & Trust
Missouri
$93K
POIA
933
Pin Oak Investment Advisors
Texas
$93K
LDFR
934
Lehman & Derafelo Financial Resources
Pennsylvania
$91K
WT
935
Whittier Trust
California
$91K +$16.4K +250 +22%
GWANC
936
Guardian Wealth Advisors (North Carolina)
North Carolina
$89K -$1.91K -29 -2%
TIM
937
Tortoise Investment Management
New York
$87K
VWM
938
Valley Wealth Managers
New Jersey
$86K -$14.1K -215 -14%
EL
939
EMFO LLC
Florida
$85K
CHA
940
Carmichael Hill & Associates
Maryland
$84K -$5.95K -91 -7%
FFA
941
Founders Financial Alliance
North Carolina
$83K -$587 -9 -0.7%
Allspring Global Investments
942
Allspring Global Investments
North Carolina
$83K
EWM
943
Evermay Wealth Management
Virginia
$82K +$13.2K +200 +19%
CP
944
Castleview Partners
Texas
$81K +$19.2K +293 +31%
VC
945
Vestor Capital
Illinois
$81K +$81K +1,233 New
CYG
946
Clean Yield Group
Vermont
$79K
JEST
947
JTC Employer Solutions Trustee
Jersey
$79K
BFPW
948
BOK Financial Private Wealth
Colorado
$78K +$78K +1,192 New
AF
949
Affiance Financial
Minnesota
$77K
MFT
950
Moisand Fitzgerald Tamayo
Florida
$76K