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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$647M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$196M
4
WA
4
WestEnd Advisors
North Carolina
$149M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$148M

Top Sellers

1
Citigroup
1
Citigroup
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$8.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$632M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$3.6M 112,716 +59,359 +111%
RCM
227
Rokos Capital Management
United Kingdom
$3.59M 55,300 +55,300 New
EVM
228
Evelyn V. Moreno
$3.59M 54,905 +212 +0.4%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$3.57M 54,580 -1,055 -2%
KCFA
230
Key Client Fiduciary Advisors
New Jersey
$3.55M 54,307 -3,999 -7%
AP
231
Appleton Partners
Massachusetts
$3.49M 53,393 +6,488 +14%
MAP
232
Milestone Advisory Partners
North Carolina
$3.49M 53,267 +312 +0.6%
MCM
233
MV Capital Management
Maryland
$3.47M 53,063 -1,983 -4%
SRSA
234
S.R. Schill & Associates
Washington
$3.45M 52,684 +21,164 +67%
HHRDM
235
H&H Retirement Design & Management
Nevada
$3.37M 50,179 -836 -2%
QIM
236
Quantitative Investment Management
Virginia
$3.36M 51,329 +51,329 New
GWP
237
Gateway Wealth Partners
Wisconsin
$3.32M 50,769 +1,193 +2%
MGI
238
MayTech Global Investments
New York
$3.27M 50,000 +50,000 New
CTC
239
Central Trust Company
Missouri
$3.25M 49,598 -4,661 -9%
FSC
240
Full Sail Capital
Oklahoma
$3.23M 49,294 -2,535 -5%
AA
241
AlphaMark Advisors
Kentucky
$3.2M 48,966 -605 -1%
TFA
242
Toth Financial Advisory
Virginia
$3.19M 48,789 +1,141 +2%
HWA
243
HCR Wealth Advisors
California
$3.12M 47,608 -1,257 -3%
MOS
244
MGO One Seven
Ohio
$3.05M 46,633 -17,595 -27%
PFP
245
Paragon Financial Partners
California
$3.04M 46,496 -28 -0.1%
WS
246
Wedbush Securities
California
$3.02M 46,183 -2,675 -5%
GT
247
Glenmede Trust
Pennsylvania
$3.02M 44,628 – –
HIP
248
Harrell Investment Partners
Texas
$3M 45,829 -413 -0.9%
BCA
249
Bray Capital Advisors
Florida
$2.99M 45,746 -698 -2%
CWM
250
Cranbrook Wealth Management
Michigan
$2.99M 45,740 +90 +0.2%
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