XLU icon

Utilities Select Sector SPDR Fund

1,374 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 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1426
Sowa Financial Group
Rhode Island
-$808K -10,244 Closed
AGC
1427
Aspen Grove Capital
Colorado
-$615K -7,800 Closed
FI
1428
Fosun International
China
-$607K -7,700 Closed
CPP
1429
Capasso Planning Partners
South Carolina
-$596K -7,562 Closed
HAM
1430
Harmony Asset Management
Arizona
-$550K -6,970 Closed
BCP
1431
Berkeley Capital Partners
Georgia
-$487K -6,177 Closed
NC
1432
NovaPoint Capital
Georgia
-$447K -5,663 Closed
AFM
1433
Armstrong Fleming & Moore
District of Columbia
-$396K -5,018 Closed
LCS
1434
Levin Capital Strategies
New York
-$394K -5,000 Closed
Verition Fund Management
1435
Verition Fund Management
Connecticut
-$354K -4,492 Closed
ISL
1436
Ingalls & Snyder LLC
New York
-$339K -4,304 Closed
AWE
1437
Avidian Wealth Enterprises
Texas
-$335K -4,254 Closed
WCF
1438
West Coast Financial
California
-$331K -4,200 Closed
CCM
1439
Crew Capital Management
Ohio
-$325K -4,118 Closed
PCM
1440
Pennsylvania Capital Management
Pennsylvania
-$314K -3,981 Closed
BHB
1441
Bank Hapoalim BM
Israel
-$299K -3,795 Closed
SCM
1442
Stevens Capital Management
Pennsylvania
-$292K -3,700 Closed
PCS
1443
Private Client Services
Kentucky
-$261K -3,313 Closed
FCA
1444
Fortis Capital Advisors
Kansas
-$248K -3,139 Closed
EE
1445
EWG Elevate
California
-$247K -3,127 Closed
DBRC
1446
D.B. Root & Company
Pennsylvania
-$230K -2,922 Closed
QC
1447
Quantessence Capital
New York
-$227K -2,879 Closed
AP
1448
Advisors Preferred
Maryland
-$224K -2,834 Closed
PWM
1449
PBMares Wealth Management
Virginia
-$216K -2,735 Closed
ABLA
1450
Alan B. Lancz & Associates
Ohio
-$214K -2,709 Closed