XLU icon

Utilities Select Sector SPDR Fund

1,397 hedge funds and large institutions have $13.1B invested in Utilities Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 551 increasing their positions, 466 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.73% less ownership

Funds ownership: 64.87%61.14% (-3.7%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.26B
Puts
$3.14B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1326
Glass Jacobson Investment Advisors
Maryland
$14.7K
WTA
1327
Washington Trust Advisors
Massachusetts
$14.7K
MHR
1328
Matthew Hamilton Rosenberg
$14.2K
HR
1329
Howe & Rusling
New York
$14K
AIC
1330
Archer Investment Corporation
Indiana
$13.8K
WWM
1331
Wolff Wiese Magana
California
$13.1K
CFG
1332
Chapman Financial Group
Hawaii
$13.1K
HDIM
1333
Hanson & Doremus Investment Management
Vermont
$13K
1IA
1334
1620 Investment Advisors
Massachusetts
$12.2K
SFC
1335
SYM Financial Corp
Indiana
$12K
PFM
1336
Phillips Financial Management
Indiana
$11.9K
CWIG
1337
Chung Wu Investment Group
Texas
$11.3K
LWMI
1338
Legacy Wealth Management (Idaho)
Idaho
$11.1K
RMC
1339
Resources Management Corp
Connecticut
$11K
HI
1340
Hoey Investments
Pennsylvania
$10.9K
SWA
1341
SOA Wealth Advisors
New York
$10.9K
OCM
1342
Orion Capital Management
California
$10.8K
GWS
1343
Greykasell Wealth Strategies
California
$10.3K
AW
1344
Avion Wealth
Texas
$10K
VCM
1345
Versant Capital Management
Arizona
$9.68K
RF
1346
Roxbury Financial
New Jersey
$9.63K
DAM
1347
Delta Asset Management
Tennessee
$9.07K
CMBA
1348
C.M. Bidwell & Associates
Hawaii
$8.81K
M
1349
MOTCO
Texas
$8.72K
AGWCA
1350
Annis Gardner Whiting Capital Advisors
Florida
$8.72K