XLU icon

Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.58%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Market Value Shares Shares
Change
Shares
Change %
MPWT
1026
MassMutual Private Wealth & Trust
Connecticut
$19K 280 +180 +180%
NF
1027
Norwood Financial
Pennsylvania
$19K 280 +20 +8%
PGAM
1028
Princeton Global Asset Management
New Jersey
$18.1K 268
JIR
1029
James Investment Research
Ohio
$18K 267 -76 -22%
WBC
1030
West Branch Capital
Massachusetts
$17.7K 262
IFAM
1031
Institutional & Family Asset Management
Colorado
$17K 251
DWMG
1032
DB Wealth Management Group
California
$16.4K 242 +84 +53%
VCM
1033
Vigilant Capital Management
Maine
$16K 232
SWA
1034
SOA Wealth Advisors
New York
$15.6K 230 +1 +0.4%
GFPC
1035
Global Financial Private Client
Florida
$15.4K 229
SIS
1036
Sound Income Strategies
Florida
$15.3K 226 +40 +22%
FCA
1037
Fortis Capital Advisors
Kansas
$15.2K 225 -245 -52%
AIP
1038
Ameritas Investment Partners
Nebraska
$13.9K 206
GIA
1039
GHP Investment Advisors
Colorado
$13.9K 205
GFL
1040
Granite FO LLC
New Hampshire
$13.8K 200 +200 New
BWL
1041
Bogart Wealth LLC
Virginia
$13.5K 200 -83 -29%
SN
1042
Sittner & Nelson
Oregon
$13.5K 200
CIA
1043
Choate Investment Advisors
Massachusetts
$13.5K 200
BC
1044
Belmont Capital
California
$12.4K 183
MIM
1045
Macroview Investment Management
Maryland
$12.3K 181 +1 +0.6%
RDFA
1046
Ritter Daniher Financial Advisory
Ohio
$12.2K 180
PP
1047
PrairieView Partners
Minnesota
$12K 178
HI
1048
Hoey Investments
Pennsylvania
$11.9K 176
PCMC
1049
Private Capital Management (Colorado)
Colorado
$11.8K 175 +175 New
FSWA
1050
Financial Synergies Wealth Advisors
Texas
$11.6K 171