XLU icon

Utilities Select Sector SPDR Fund

1,374 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
1126
Independence Bank of Kentucky
Kentucky
$205K +$9.47K +116 +5%
OA
1127
Operose Advisors
Wisconsin
$204K
SWM
1128
Stockman Wealth Management
Montana
$203K -$125K -1,526 -38%
MWM
1129
Mission Wealth Management
California
$202K +$202K +2,472 New
EFG
1130
Ehrlich Financial Group
California
$200K +$200K +2,453 New
SL
1131
Salomon & Ludwin
Virginia
$198K
LI
1132
LRI Investments
Florida
$198K
LFA
1133
LGT Financial Advisors
Texas
$193K +$21.5K +264 +13%
MMCM
1134
Murphy & Mullick Capital Management
New York
$190K +$582 +7 +0.3%
KFI
1135
Key Financial Inc
Pennsylvania
$183K -$24.7K -303 -12%
EWA
1136
EverSource Wealth Advisors
Alabama
$182K -$31.3K -383 -15%
SPF
1137
South Plains Financial
Texas
$179K -$12K -147 -6%
CCM
1138
Chilton Capital Management
Texas
$177K +$65.3K +800 +59%
UB
1139
UMB Bank
Missouri
$175K +$5.06K +62 +3%
CNBTD
1140
Citizens National Bank Trust Department
Mississippi
$171K -$5.23K -64 -3%
RFA
1141
Register Financial Advisors
Georgia
$169K +$817 +10 +0.5%
MA
1142
MCF Advisors
Kentucky
$167K
TCM
1143
TD Capital Management
Tennessee
$165K +$163 +2 +0.1%
Macquarie Group
1144
Macquarie Group
Australia
$163K +$163K +1,997 New
OWP
1145
ORG Wealth Partners
Texas
$159K +$132K +1,613 +489%
POIA
1146
Pin Oak Investment Advisors
Texas
$152K
BG
1147
Bollard Group
Massachusetts
$152K +$11.3K +138 +8%
BBPWM
1148
Blue Bell Private Wealth Management
Pennsylvania
$151K +$151K +1,844 New
Russell Investments Group
1149
Russell Investments Group
United Kingdom
$148K +$39.2K +480 +36%
HB
1150
Horizon Bancorp
Indiana
$147K