XLU icon

Utilities Select Sector SPDR Fund

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
926
Optimum Investment Advisors
Illinois
$107K -$6.57K -100 -6%
HWP
927
Highline Wealth Partners
California
$107K +$2.3K +35 +2%
TAM
928
Townsend Asset Management
North Carolina
$106K +$328 +5 +0.3%
EWM
929
Evermay Wealth Management
Virginia
$105K
WT
930
Washington Trust
Rhode Island
$102K
WT
931
Whittier Trust
California
$101K
CTB
932
Country Trust Bank
Illinois
$99.6K -$273K -4,154 -73%
FFA
933
Founders Financial Alliance
North Carolina
$97K -$2.36K -36 -2%
SWC
934
Spectrum Wealth Counsel
Indiana
$92.2K +$92.2K +1,404 New
Deutsche Bank
935
Deutsche Bank
Germany
$90.1K
UB
936
UMB Bank
Missouri
$89.2K -$8.6K -131 -9%
GWSG
937
GPS Wealth Strategies Group
Colorado
$89.1K
IBOK
938
Independence Bank of Kentucky
Kentucky
$87.9K -$16K -243 -15%
AIM
939
Anchor Investment Management
South Carolina
$84.6K -$10.4K -159 -11%
RG
940
Retirement Group
California
$83.9K -$43.6K -664 -34%
NMM
941
Naples Money Management
Florida
$82.5K -$5.06K -77 -6%
CYG
942
Clean Yield Group
Vermont
$78.8K
MFT
943
Moisand Fitzgerald Tamayo
Florida
$75.7K
CHA
944
Carmichael Hill & Associates
Maryland
$73.3K +$197 +3 +0.3%
BA
945
Ballast Advisors
Minnesota
$73.2K -$6.83K -104 -9%
TPCW
946
TD Private Client Wealth
New York
$72.6K +$4.6K +70 +7%
RIL
947
Rothschild Investment LLC
Illinois
$72.2K +$13.1K +200 +22%
PCWA
948
Pacific Capital Wealth Advisors
California
$68.8K -$1.27M -19,341 -95%
TIM
949
Tortoise Investment Management
New York
$67.9K -$13.8K -210 -17%
TCWA
950
Turtle Creek Wealth Advisors
Texas
$67.8K -$639K -9,738 -90%