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 %
CWM
1026
Concentrum Wealth Management
California
$247K +$28.4K +375 +13%
GA
1027
Goldstein Advisors
Wisconsin
$247K
PWM
1028
Palumbo Wealth Management
New York
$247K +$1.74K +23 +0.7%
LCGC
1029
Legacy Capital Group California
California
$245K +$245K +3,237 New
FA
1030
Fiduciary Alliance
South Carolina
$244K +$244K +3,223 New
GWA
1031
GGM Wealth Advisors
Maryland
$244K +$32.5K +430 +15%
FFO
1032
Fortitude Family Office
Arizona
$243K
FIC
1033
Family Investment Center
Missouri
$241K +$10.7K +141 +5%
BSA
1034
Braun Stacey Associates
New York
$241K
ICP
1035
Interchange Capital Partners
Pennsylvania
$241K -$164K -2,166 -41%
TPA
1036
Trivium Point Advisory
Connecticut
$240K +$15.7K +208 +7%
DBRC
1037
D.B. Root & Company
Pennsylvania
$240K -$28.8K -381 -11%
AWM
1038
Atticus Wealth Management
Florida
$240K -$28.4K -375 -11%
AIA
1039
Ally Invest Advisors
North Carolina
$240K +$19.6K +259 +9%
GFG
1040
Grantvest Financial Group
New Jersey
$239K +$239K +3,155 New
BFWA
1041
Benchmark Financial Wealth Advisors
Florida
$236K
FMI
1042
F/M Investments
District of Columbia
$235K +$15.4K +204 +7%
EW
1043
Evoke Wealth
California
$233K +$233K +3,084 New
CANY
1044
Caxton Associates (New York)
New York
$233K -$3.25M -42,922 -93%
AMCA
1045
Arthur M. Cohen & Associates
Illinois
$233K
NP
1046
Nilsine Partners
Colorado
$233K +$233K +3,078 New
SW
1047
SkyOak Wealth
Michigan
$232K +$232K +3,069 New
TSMHT
1048
Thurston Springer Miller Herd & Titak
Indiana
$232K +$23.8K +315 +11%
SGK
1049
Steigerwald Gordon & Koch
Virginia
$232K
CPA
1050
Cardiff Park Advisors
California
$232K