XLU icon

Utilities Select Sector SPDR Fund

1,368 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 160 funds opening new positions, 556 increasing their positions, 439 reducing their positions, and 106 closing their positions.

Holders
1,368
Holders Change
+26
Holders Change %
+1.94%
% of All Funds
18.37%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
160
Increased
556
Reduced
439
Closed
106
Calls
$1.15B
Puts
$2.62B
Net Calls
-$1.47B
Net Calls Change
+$578M
Name Market Value Shares Shares
Change
Shares
Change %
AP
1301
Atwood & Palmer
Missouri
$14K 172 +172 New
HFS
1302
Hantz Financial Services
Michigan
$14K 170 +170 New
BC
1303
Barrett & Company
Rhode Island
$13.8K 169
GJIA
1304
Glass Jacobson Investment Advisors
Maryland
$13.8K 169 -17,030 -99%
WTA
1305
Washington Trust Advisors
Massachusetts
$13.7K 168
MHR
1306
Matthew Hamilton Rosenberg
$13.3K 163
AIC
1307
Archer Investment Corporation
Indiana
$12.9K 158
WWM
1308
Wolff Wiese Magana
California
$12.2K 150
CFG
1309
Chapman Financial Group
Hawaii
$12.2K 150 +150 New
HDIM
1310
Hanson & Doremus Investment Management
Vermont
$12K 150
MAWAG
1311
Mid-American Wealth Advisory Group
Missouri
$11.6K 142 +142 New
1IA
1312
1620 Investment Advisors
Massachusetts
$11.4K 140
SFC
1313
SYM Financial Corp
Indiana
$11.3K 138
PFM
1314
Phillips Financial Management
Indiana
$11.2K 137 +137 New
CWIG
1315
Chung Wu Investment Group
Texas
$10.6K 130 +130 New
HI
1316
Hoey Investments
Pennsylvania
$10.2K 125
SWA
1317
SOA Wealth Advisors
New York
$10.1K 124 +1 +0.8%
AW
1318
Avion Wealth
Texas
$10K 126
PA
1319
Pineridge Advisors
Missouri
$9.92K 121 -198 -62%
SIC
1320
SJS Investment Consulting
Ohio
$9.39K 115
VCM
1321
Versant Capital Management
Arizona
$9.06K 111
RF
1322
Roxbury Financial
New Jersey
$8.96K 110 +110 New
M
1323
MOTCO
Texas
$8.57K 100 +100 New
DAM
1324
Delta Asset Management
Tennessee
$8.49K 104
AGWCA
1325
Annis Gardner Whiting Capital Advisors
Florida
$8.17K 100 +100 New