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 %
CMBA
1301
C.M. Bidwell & Associates
Hawaii
$7.65K
DSC
1302
Duncker Streett & Co
Missouri
$6.96K
NWMP
1303
Noble Wealth Management PBC
Colorado
$6.43K +$6.43K +85 New
EAM
1304
Eukles Asset Management
Ohio
$5.9K
FP
1305
Financial Perspectives
Minnesota
$5.37K
RFG
1306
REAP Financial Group
Texas
$5K
PP
1307
PFS Partners
New Jersey
$4.89K +$75 +1 +2%
OCM
1308
Orion Capital Management
California
$4.73K +$4.73K +63 New
VFM
1309
Vision Financial Markets
Connecticut
$4.61K +$4.61K +61 New
EPW
1310
Endeavor Private Wealth
Kansas
$4.54K +$4.54K +60 New
GWANC
1311
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.35K -$4.81K -63 -53%
MG
1312
Mather Group
Illinois
$4.24K +$833 +11 +24%
NL
1313
NEPC LLC
Massachusetts
$4.01K +$4.01K +53 New
IWM
1314
IMG Wealth Management
Florida
$3.72K +$3.72K +49 New
DFA
1315
DHJJ Financial Advisors
Illinois
$3.71K
TH
1316
TCTC Holdings
Texas
$3.48K
DAM
1317
Delta Asset Management
Tennessee
$3.41K
BBHC
1318
Brown Brothers Harriman & Co
New York
$3.41K +$757 +10 +29%
MAS
1319
MPWM Advisory Solutions
Georgia
$3.26K +$3.26K +43 New
MEG
1320
Millstone Evans Group
Colorado
$3.18K +$3.18K +42 New
FFWM
1321
Future Financial Wealth Management
Ohio
$2.55K +$75 +1 +3%
JFG
1322
JDM Financial Group
Texas
$2.5K
TRCT
1323
Tower Research Capital (TRC)
New York
$2.42K +$1.21K +16 +100%
MA
1324
Modus Advisors
Minnesota
$2.35K +$2.35K +31 New
BFPW
1325
BOK Financial Private Wealth
Colorado
$2.2K