XLU icon

Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
951
Crew Capital Management
Ohio
$309K -$5.83K -77 -2%
CA
952
Continuum Advisory
Idaho
$305K -$530 -7 -0.2%
YIA
953
YHB Investment Advisors
Connecticut
$305K -$1.44K -19 -0.5%
UAG
954
United Advisor Group
Ohio
$303K +$17.1K +226 +6%
IFWM
955
Institute for Wealth Management
Colorado
$302K
EC
956
Elequin Capital
New York
$300K +$300K +3,968 New
APP
957
Avantax Planning Partners
Iowa
$300K
DCM
958
Donaldson Capital Management
Indiana
$299K +$299K +3,944 New
FFG
959
First Financial Group
North Carolina
$297K +$297K +3,918 New
MWM
960
Mission Wealth Management
California
$293K +$293K +3,870 New
PAI
961
Pittenger & Anderson Inc
Nebraska
$293K
RBC
962
Romano Brothers & Co
Illinois
$292K
CKAIS
963
Christensen King & Associates Investment Services
Washington
$292K
HTC
964
Haverford Trust Company
Pennsylvania
$291K
KCM
965
Kanawha Capital Management
Virginia
$291K
SWP
966
Strategic Wealth Partners
Ohio
$291K -$16.6K -209 -5%
AWM
967
Aries Wealth Management
Maine
$290K -$21.5K -284 -7%
KCAM
968
Kagan Cocozza Asset Management
New Jersey
$289K +$289K +3,824 New
BJL
969
Brighton Jones LLC
Washington
$289K +$32.8K +433 +13%
AFA
970
American Financial Advisors
Georgia
$289K -$97.2K -1,284 -25%
WGC
971
Watts Gwilliam & Co
Arizona
$288K
RFA
972
Resurgent Financial Advisors
Georgia
$286K -$63.5K -839 -18%
ACM
973
Advance Capital Management
Michigan
$282K +$18K +238 +7%
AWM
974
Activest Wealth Management
Florida
$282K +$98.8K +1,306 +54%
OCPWS
975
One Charles Private Wealth Services
Massachusetts
$281K -$30.7K -406 -10%