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 %
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$7.26M +$411K +5,034 +6%
Edgewood Management
177
Edgewood Management
Connecticut
$7.21M
BPA
178
Beacon Pointe Advisors
California
$7.21M +$1.55M +19,034 +27%
Comerica Bank
179
Comerica Bank
Texas
$7.13M +$841K +10,295 +13%
EWA
180
EP Wealth Advisors
California
$7.11M +$3.17M +38,794 +80%
ETC
181
Exchange Traded Concepts
Oklahoma
$7.11M -$13.7M -167,267 -66%
BS
182
Banco Santander
Spain
$7.1M +$7.1M +86,946 New
WWA
183
WCG Wealth Advisors
Nevada
$7.09M +$7.09M +86,812 New
SWM
184
Spire Wealth Management
Virginia
$7.09M -$1.2M -14,759 -15%
KF
185
Krilogy Financial
Missouri
$7.06M -$385K -4,709 -5%
EC
186
Estate Counselors
Wisconsin
$7M +$2.72M +33,340 +64%
SMFG
187
Sumitomo Mitsui Financial Group
Japan
$7M -$444K -5,442 -6%
IWM
188
Inlight Wealth Management
Georgia
$6.87M +$3.72M +45,614 +118%
EWA
189
Evolution Wealth Advisors
Florida
$6.82M +$178K +2,179 +3%
IA
190
IFG Advisory
Georgia
$6.79M +$477K +5,838 +8%
Citadel Advisors
191
Citadel Advisors
Florida
$6.69M -$198K -2,425 -3%
SW
192
SteelPeak Wealth
California
$6.67M -$222K -2,720 -3%
FEG
193
Financial Enhancement Group
Indiana
$6.53M +$6.53M +79,203 New
SPC
194
Sigma Planning Corp
Michigan
$6.5M -$160K -1,960 -2%
DAS
195
Dynamic Advisor Solutions
Arizona
$6.49M +$444K +5,439 +7%
BCM
196
BlueCrest Capital Management
Jersey
$6.34M +$1.82M +22,333 +40%
VF
197
Vista Finance
Missouri
$6.34M -$106K -1,295 -2%
MIC
198
Meridian Investment Counsel
California
$6.32M +$155K +1,903 +3%
SAM
199
Silvercrest Asset Management
New York
$6.29M -$225K -2,750 -3%
IA
200
IMZ Advisory
Florida
$6.25M +$537K +6,406 +9%