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 %
RDFA
1276
Ritter Daniher Financial Advisory
Ohio
$13.6K
MSFP
1277
Mark Sheptoff Financial Planning
Connecticut
$13.6K
HI
1278
Hoey Investments
Pennsylvania
$13.2K +$3.79K +50 +40%
MTIC
1279
Missouri Trust & Investment Company
Missouri
$13.2K +$7.57K +100 +133%
AIP
1280
Ameritas Investment Partners
Nebraska
$13K
CWM
1281
Copia Wealth Management
Oregon
$12.9K +$12.9K +171 New
BC
1282
Barrett & Company
Rhode Island
$12.8K
RMC
1283
Resources Management Corp
Connecticut
$12K
AIC
1284
Archer Investment Corporation
Indiana
$11.8K
KBFS
1285
Kohmann Bosshard Financial Services
Ohio
$11.7K +$11.7K +154 New
MPWT
1286
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$4.01K +53 +53%
SIS
1287
Sound Income Strategies
Florida
$11.5K -$6.73K -89 -37%
WWM
1288
Wolff Wiese Magana
California
$11.4K
CFG
1289
Chapman Financial Group
Hawaii
$11.4K +$11.4K +150 New
HDIM
1290
Hanson & Doremus Investment Management
Vermont
$11K
1IA
1291
1620 Investment Advisors
Massachusetts
$10.6K
CJ
1292
Caitlin John
Michigan
$10.2K +$2.79K +37 +38%
CMP
1293
Coston McIsaac & Partners
Maine
$10K -$2.12K -28 -18%
FFL
1294
Financial Freedom LLC
Ohio
$9.92K +$9.92K +131 New
CT
1295
Colonial Trust
South Carolina
$9.46K -$1.89K -25 -17%
SWA
1296
SOA Wealth Advisors
New York
$9.23K -$9.08K -120 -50%
AW
1297
Avion Wealth
Texas
$9K
SIC
1298
SJS Investment Consulting
Ohio
$8.71K
VCM
1299
Versant Capital Management
Arizona
$8.4K
CMA
1300
Cedar Mountain Advisors
Oregon
$8.02K +$2.8K +37 +54%