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 %
ORAM
1176
One River Asset Management
Connecticut
$63.3K -$7.58K -100 -11%
VWM
1177
Valley Wealth Managers
New Jersey
$63.2K
NMG
1178
New Millennium Group
Utah
$62.9K -$4.38M -57,942 -99%
FA
1179
Fedenia Advisers
Wisconsin
$62.1K +$62.1K +821 New
ATC
1180
Adirondack Trust Company
New York
$61.3K
BCM
1181
Basso Capital Management
Connecticut
$60.6K -$473K -6,250 -89%
HC
1182
Hoese & Co
Minnesota
$60.6K
EB
1183
Eastern Bank
Massachusetts
$60.6K +$17K +225 +39%
FCMT
1184
Founders Capital Management (Texas)
Texas
$59.4K
S
1185
SignatureFD
Georgia
$57.4K -$6.36K -84 -10%
TCOV
1186
Trust Company of Vermont
Vermont
$56.8K +$11.4K +150 +25%
BFO
1187
Biltmore Family Office
North Carolina
$55.3K
AA
1188
Addison Advisors
Vermont
$54.4K -$5.9K -78 -10%
NWM
1189
Nova Wealth Management
Florida
$53.1K +$53.1K +701 New
IF
1190
Integrity Financial
Wyoming
$52.9K +$1.36K +18 +3%
RCA
1191
Runnymede Capital Advisors
Ohio
$52.2K +$52.2K +689 New
SIM
1192
Synergy Investment Management
Florida
$50.7K +$50.7K +670 New
NRG
1193
Nemes Rush Group
Michigan
$50.6K +$50.6K +669 New
ECM
1194
Estabrook Capital Management
New York
$48.4K +$48.4K +640 New
DWA
1195
Delos Wealth Advisors
Texas
$47.5K
CT
1196
Coastline Trust
Rhode Island
$47.3K +$1.89K +25 +4%
Q1WB
1197
Quest 10 Wealth Builders
Virginia
$47.3K +$47.3K +625 New
PPA
1198
Painted Porch Advisors
California
$47.2K
BFP
1199
Briaud Financial Planning
Texas
$47K
BLC
1200
Brown, Lisle/Cummings
Rhode Island
$45.4K +$45.4K +600 New