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 %
PCH
101
PGIM Custom Harvest
New Jersey
$9.6M 141,835 +470 +0.3%
BFP
102
Briaud Financial Planning
Texas
$9.39M 138,731 -5,546 -4%
GFG
103
Goldstone Financial Group
Illinois
$9.32M 137,725 +137,725 New
BRWA
104
B. Riley Wealth Advisors
Florida
$9.24M 136,559 +3,821 +3%
VRM
105
Vectors Research Management
New York
$9.23M 136,304 +3,520 +3%
NA
106
NewEdge Advisors
Louisiana
$9.21M 135,462 -3,655 -3%
TFCP
107
Twin Focus Capital Partners
Massachusetts
$9.2M 135,915 -1,700 -1%
DC
108
Davenport & Co
Virginia
$9.14M 135,027 -1,398 -1%
AAG
109
Armstrong Advisory Group
Massachusetts
$9.03M 133,353 -28,505 -18%
AM
110
AGF Management
Ontario, Canada
$8.99M 132,778 -5,993 -4%
IWM
111
IHT Wealth Management
Illinois
$8.95M 132,247 +45,010 +52%
CFC
112
Client First Capital
California
$8.92M 131,744 -23,503 -15%
CCT
113
Chemung Canal Trust
New York
$8.68M 128,297 +2,240 +2%
CSPIA
114
Cary Street Partners Investment Advisory
Virginia
$8.64M 127,601 -23,410 -16%
BWM
115
Biltmore Wealth Management
Arizona
$8.48M 125,287 -902 -0.7%
MCM
116
MAI Capital Management
Ohio
$8.32M 122,877 -22,521 -15%
WAS
117
WESPAC Advisors SoCal
California
$8.28M 122,331 +1,445 +1%
TAM
118
Tocqueville Asset Management
New York
$8.24M 121,802 -26,189 -18%
CIA
119
Capital Investment Advisors
Georgia
$8.21M 121,232 -3,015 -2%
DSN
120
D. Scott Neal
Kentucky
$8.17M 120,673 +40,902 +51%
TRCT
121
Tower Research Capital (TRC)
New York
$7.88M 116,358 +77,958 +203%
TTWM
122
TCV Trust & Wealth Management
Virginia
$7.83M 115,646 +83,128 +256%
MIH
123
Meitav Investment House
Israel
$7.82M 112,705 -318,076 -74%
Citadel Advisors
124
Citadel Advisors
Florida
$7.81M 115,426 -293,450 -72%
DAS
125
Dynamic Advisor Solutions
Arizona
$7.66M 113,229 +4,163 +4%