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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$206M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$182M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$136M
4
Morgan Stanley
4
Morgan Stanley
New York
$660M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$83.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$463M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$17.7M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
Barclays
4
Barclays
United Kingdom
$97M
5
SEIA
5
Signature Estate & Investment Advisors
California
$475K
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
226
Ashton Thomas Private Wealth
Arizona
$2.98M 50,629 +13,204 +35%
Ensign Peak Advisors
227
Ensign Peak Advisors
Utah
$2.98M 50,599 +50,599 New
HHRDM
228
H&H Retirement Design & Management
Nevada
$2.97M 50,039 -140 -0.3%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$2.96M 50,165 -315,480 -86%
WPW
230
Waldron Private Wealth
Pennsylvania
$2.93M 49,793 +7,050 +16%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$2.93M 49,714 -18,888 -28%
WS
232
Wedbush Securities
California
$2.91M 49,364 +3,181 +7%
YIH
233
Y-Intercept (HK)
Hong Kong
$2.9M 49,159 +49,159 New
AA
234
AlphaMark Advisors
Kentucky
$2.89M 49,057 +91 +0.2%
MAP
235
Milestone Advisory Partners
North Carolina
$2.81M 47,701 -5,566 -10%
CTC
236
Central Trust Company
Missouri
$2.76M 46,842 -2,756 -6%
PFP
237
Paragon Financial Partners
California
$2.73M 46,385 -111 -0.2%
BCA
238
Bray Capital Advisors
Florida
$2.7M 45,867 +121 +0.3%
CWM
239
Cranbrook Wealth Management
Michigan
$2.68M 45,507 -233 -0.5%
HIP
240
Harrell Investment Partners
Texas
$2.68M 47,695 +1,866 +4%
AA
241
Apriem Advisors
California
$2.65M 45,050 – –
TA
242
TKG Advisors
Indiana
$2.63M 44,574 +44,574 New
WQ
243
Wealth Quarterback
New Jersey
$2.62M 44,471 +9,703 +28%
JMFC
244
J.M. Forbes & Co
Massachusetts
$2.6M 44,092 +3,497 +9%
TCOO
245
Trust Company of Oklahoma
Oklahoma
$2.59M 43,966 +862 +2%
FAIM
246
Financial Advocates Investment Management
Washington
$2.59M 41,879 +2,072 +5%
VIA
247
Vickerman Investment Advisors
Washington
$2.55M 43,306 -395 -0.9%
CAM
248
Cresset Asset Management
Illinois
$2.55M 43,281 +541 +1%
GT
249
Glenmede Trust
Pennsylvania
$2.55M 43,237 -1,391 -3%
Millennium Management
250
Millennium Management
New York
$2.55M 43,208 -962,854 -96%
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