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 %
AIA
926
Armor Investment Advisors
North Carolina
$32.7K
GI
927
Gradient Investments
Minnesota
$31.2K
TC
928
Tacita Capital
Ontario, Canada
$30.9K
WTA
929
Washington Trust Advisors
Massachusetts
$30.1K
BCWM
930
Bartlett & Co Wealth Management
Ohio
$29.5K
TCOV
931
Trust Company of Vermont
Vermont
$29.5K
SHIM
932
Stone House Investment Management
Pennsylvania
$29.3K +$236 +4 +0.8%
BC
933
Bartlett & Co
Ohio
$29K
CTB
934
Country Trust Bank
Illinois
$27.5K +$3.89K +66 +16%
JFA
935
JNBA Financial Advisors
Minnesota
$26.5K -$2.53K -43 -9%
RCG
936
Rock Creek Group
District of Columbia
$26.3K -$12.2K -207 -32%
MSFP
937
Mark Sheptoff Financial Planning
Connecticut
$25.3K
GWSA
938
Global Wealth Strategies & Associates
Colorado
$25.3K
MIM
939
MTM Investment Management
South Carolina
$24.9K -$195K -3,311 -89%
WOSD
940
WFA of San Diego
California
$24.6K +$1.95K +33 +9%
BAM
941
Byrne Asset Management
New Jersey
$24K +$1.52K +26 +7%
PB
942
Pinnacle Bancorp
Nebraska
$23.6K
EL
943
EMFO LLC
Florida
$23.6K
FCAS
944
First Command Advisory Services
Texas
$23.4K +$23.4K +397 New
FWM
945
Focused Wealth Management
New York
$21.8K
APW
946
Acima Private Wealth
Virginia
$21.5K
GGI
947
Godsey & Gibb Inc
Virginia
$21.4K
MRCM
948
M&R Capital Management
New Jersey
$21.2K
TAM
949
Tucker Asset Management
Colorado
$20.6K -$19K -322 -48%
BC
950
Barrett & Company
Rhode Island
$20.4K +$18.1K +307 +787%