Rothschild Capital Partners LLC lessened its stake in shares of Utilities SPDR (NYSE:XLU) by 35.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 94,596 shares of the exchange traded fund’s stock after selling 52,432 shares during the period. Utilities SPDR accounts for approximately 2.4% of Rothschild Capital Partners LLC’s holdings, making the stock its 14th biggest position. Rothschild Capital Partners LLC’s holdings in Utilities SPDR were worth $5,018,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Ingalls & Snyder LLC boosted its holdings in shares of Utilities SPDR by 0.8% during the 2nd quarter. Ingalls & Snyder LLC now owns 4,187 shares of the exchange traded fund’s stock valued at $218,000 after purchasing an additional 35 shares during the last quarter. Advisory Services Network LLC boosted its holdings in shares of Utilities SPDR by 0.8% during the 2nd quarter. Advisory Services Network LLC now owns 5,389 shares of the exchange traded fund’s stock valued at $280,000 after purchasing an additional 45 shares during the last quarter. Capital Investment Advisory Services LLC boosted its holdings in shares of Utilities SPDR by 0.8% during the 2nd quarter. Capital Investment Advisory Services LLC now owns 6,071 shares of the exchange traded fund’s stock valued at $315,000 after purchasing an additional 50 shares during the last quarter. Segment Wealth Management LLC boosted its holdings in shares of Utilities SPDR by 0.8% during the 2nd quarter. Segment Wealth Management LLC now owns 7,567 shares of the exchange traded fund’s stock valued at $393,000 after purchasing an additional 61 shares during the last quarter. Finally, Johnson Financial Group Inc. boosted its holdings in shares of Utilities SPDR by 1.9% during the 2nd quarter. Johnson Financial Group Inc. now owns 4,271 shares of the exchange traded fund’s stock valued at $222,000 after purchasing an additional 81 shares during the last quarter.

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Utilities SPDR Profile

Select Sector Utilities Select Sector SPDR Fund (the Fund), formerly Utilities Select Sector SPDR Fund, seeks to provide investment results that correspond to the price and yield performance of the Utilities Select Sector of the S&P 500 Index (the Index). The Index includes companies from industries, such as electric utilities, multi-utilities, independent power producers and energy traders, and gas utilities.

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Institutional Ownership by Quarter for Utilities SPDR (NYSE:XLU)

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