Who holds SOSOUTHERN
60 funds on our shelf carry SOUTHERN — heaviest hand: XLU at 7.70% of its book.
| Fund | Weight | Fund assets | Shares held | |
|---|---|---|---|---|
| XLUUtilities Select Sector SPDR Fund | INDEX | 7.70% | $23.8B | 18,615,763 |
| VPUVanguard Utilities Index Fund | INDEX | 6.77% | $6.2B | 7,748,106 |
| IDUiShares U.S. Utilities ETF | INDEX | 6.76% | $1.4B | 1,009,118 |
| UPWProShares Ultra Utilities | INDEX | 5.63% | $11M | 10,344 |
| JXIiShares Global Utilities ETF | INDEX | 4.89% | $372M | 180,791 |
| POWRiShares U.S. Power Infrastructure ETF | 4.49% | — | 208,487 | |
| ZAPGlobal X U.S. Electrification ETF | 3.91% | — | 202,536 | |
| RSPUInvesco S&P 500 Equal Weight Utilities ETF | INDEX | 3.39% | $482M | 188,825 |
| PUIInvesco Dorsey Wright Utilities Momentum ETF | INDEX | 3.08% | $48M | 16,433 |
| IGFiShares Global Infrastructure ETF | INDEX | 2.98% | $10.3B | 3,462,248 |
| IFRAiShares U.S. Infrastructure ETF | INDEX | 2.86% | $4B | 1,363,805 |
| HDViShares Core High Dividend ETF | INDEX | 1.82% | $14.6B | 3,140,996 |
| PFFDGlobal X U.S. Preferred ETF | INDEX | 1.40% | $2.4B | 602,512 |
| VFMVVanguard U.S. Minimum Volatility ETF | INDEX | 1.37% | $119M | 74,027 |
| USMViShares MSCI USA Min Vol Factor ETF | INDEX | 1.36% | $24.1B | 3,521,551 |
| SDYState Street SPDR S&P Dividend ETF | INDEX | 1.33% | $20.5B | 2,970,934 |
| LGLVState Street SPDR US Large Cap Low Volatility Index ETF | INDEX | 1.26% | $1.1B | 150,128 |
| SPLVInvesco S&P 500 Low Volatility ETF | INDEX | 1.19% | $6.9B | 941,630 |
| EQWLInvesco S&P 100 Equal Weight ETF | INDEX | 1.05% | $2.8B | 320,463 |
| ACWViShares MSCI Global Min Vol Factor ETF | INDEX | 1.04% | $3.3B | 384,634 |
| DGROiShares Core Dividend Growth ETF | INDEX | 0.81% | $44.5B | 3,894,819 |
| QUSState Street SPDR MSCI USA StrategicFactors ETF | INDEX | 0.55% | $1.6B | 93,021 |
| QWLDState Street SPDR MSCI World StrategicFactors ETF | INDEX | 0.50% | $175M | 9,487 |
| MGVVanguard Morningstar Mega Cap Value ETF | INDEX | 0.46% | $8.2B | 751,812 |
| SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETF | INDEX | 0.42% | $13M | 585 |
| VYMVanguard High Dividend Yield Index Fund | INDEX | 0.41% | $58.1B | 4,688,155 |
| IWXiShares Russell Top 200 Value ETF | INDEX | 0.39% | $3.7B | 162,449 |
| PFMInvesco Dividend Achievers ETF | INDEX | 0.38% | $778M | 32,360 |
| SPYVState Street SPDR Portfolio S&P 500 Value ETF | INDEX | 0.35% | $36B | 1,464,719 |
| IVEiShares S&P 500 Value ETF | INDEX | 0.35% | $48.8B | 1,912,083 |
| VTVVanguard Value Index Fund | INDEX | 0.35% | $125.5B | 10,745,703 |
| CPTLGlobal X Morningstar Capital Allocation Leaders ETF | 0.35% | — | 4,609 | |
| VOOVVanguard S&P 500 Value ETF | INDEX | 0.33% | $5.2B | 267,505 |
| IUSViShares Core S&P U.S. Value ETF | INDEX | 0.33% | $27.3B | 1,016,256 |
| ILCViShares Morningstar Value ETF | INDEX | 0.31% | $1.3B | 45,132 |
| SHEState Street SPDR MSCI USA Gender Diversity ETF | INDEX | 0.30% | $334M | 11,021 |
| IWDiShares Russell 1000 Value ETF | INDEX | 0.28% | $81.8B | 2,582,662 |
| VONVVanguard Russell 1000 Value ETF | INDEX | 0.26% | $9.2B | 738,079 |
| EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF | 0.22% | — | 58 | |
| OEFiShares S&P 100 ETF | INDEX | 0.22% | $20.8B | 481,451 |
| VLUState Street SPDR S&P 1500 Value Tilt ETF | INDEX | 0.22% | $761M | 18,337 |
| EQALInvesco Russell 1000 Equal Weight ETF | INDEX | 0.21% | $810M | 18,507 |
| PRFInvesco RAFI US 1000 ETF | INDEX | 0.21% | $9.9B | 229,474 |
| RSPInvesco S&P 500 Equal Weight ETF | INDEX | 0.21% | $96B | 2,223,313 |
| QVMLInvesco S&P 500 QVM Multi-factor ETF | INDEX | 0.21% | $1.7B | 37,599 |
| EUSAiShares MSCI USA Equal Weighted ETF | INDEX | 0.20% | $1.9B | 41,322 |
| TOPCiShares S&P 500 3% Capped ETF | 0.20% | — | 699 | |
| IWLiShares Russell Top 200 ETF | INDEX | 0.19% | $2.3B | 45,247 |
| SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | INDEX | 0.17% | $2.9B | 51,240 |
| MGCVanguard Mega Cap Index Fund | INDEX | 0.17% | $6B | 229,556 |
| SPXVProShares S&P 500 Ex-Health Care ETF | INDEX | 0.17% | $22M | 772 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | 0.16% | — | 3,179,256 | |
| SPYSPDR S&P 500 ETF Trust | INDEX | 0.16% | $807.9B | 14,137,829 |
| IVViShares Core S&P 500 ETF | INDEX | 0.16% | $873.6B | 15,306,118 |
| PBUSInvesco MSCI USA ETF | INDEX | 0.16% | $10.8B | 181,516 |
| RWLInvesco S&P 500 Revenue ETF | INDEX | 0.16% | $9.8B | 174,214 |
| CATHGlobal X S&P 500 Catholic Values ETF | INDEX | 0.15% | $908M | 24,015 |
| GXLCGlobal X U.S. 500 ETF | 0.15% | — | 79 | |
| XYLGGlobal X S&P 500 Covered Call & Growth ETF | ACTIVE | 0.15% | $63M | 1,234 |
| XYLDGlobal X S&P 500 Covered Call ETF | ACTIVE | 0.15% | $2.8B | 58,653 |
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