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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 %
GM
251
GeoWealth Management
Illinois
$2.96M 45,187 +3,832 +9%
AA
252
Apriem Advisors
California
$2.95M 45,050 – –
CCM
253
Crabel Capital Management
California
$2.94M 44,853 -26,300 -37%
PWP
254
Perfromance Wealth Partners
Illinois
$2.93M 43,915 -3,734 -8%
NB
255
NBT Bank
New York
$2.93M 44,743 -671 -1%
TW
256
TrinityPoint Wealth
Connecticut
$2.92M 44,601 +6,823 +18%
GRP
257
Global Retirement Partners
California
$2.88M 44,055 -768 -2%
VIA
258
Vickerman Investment Advisors
Washington
$2.86M 43,701 -2,177 -5%
TCOO
259
Trust Company of Oklahoma
Oklahoma
$2.82M 43,104 -830 -2%
FMC
260
First Merchants Corp
Indiana
$2.81M 42,914 +435 +1%
CFO
261
Capitol Family Office
Oregon
$2.8M 42,848 +298 +0.7%
WPW
262
Waldron Private Wealth
Pennsylvania
$2.8M 42,743 -13 -0%
CAM
263
Cresset Asset Management
Illinois
$2.8M 42,740 -1,814 -4%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$2.79M 42,574 +16,476 +63%
IC
265
Innealta Capital
Texas
$2.78M 42,438 -19,557 -32%
UCFA
266
United Capital Financial Advisors
Texas
$2.78M 42,417 -3,825 -8%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$2.77M 42,384 +476 +1%
CWM
268
Collaborative Wealth Management
Florida
$2.76M 42,206 +5,090 +14%
RJT
269
Raymond James Trust
Florida
$2.76M 42,134 +1,176 +3%
TI
270
Trexquant Investment
Connecticut
$2.75M 42,086 +42,086 New
PFT
271
Providence First Trust
Arizona
$2.72M 41,564 -14,132 -25%
JMFC
272
J.M. Forbes & Co
Massachusetts
$2.66M 40,595 +40,595 New
IP
273
Investment Partners
Ohio
$2.63M 40,231 – –
FAIM
274
Financial Advocates Investment Management
Washington
$2.6M 39,807 -203 -0.5%
SW
275
SVB Wealth
Massachusetts
$2.55M 38,898 -1,323 -3%
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