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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 %
CWM
251
Collaborative Wealth Management
Florida
$2.54M 43,071 +865 +2%
SVWAG
252
Sound View Wealth Advisors Group
Georgia
$2.53M 42,961 +11,024 +35%
TCA
253
Transcend Capital Advisors
New Jersey
$2.53M 42,959 -15,984 -27%
TW
254
TrinityPoint Wealth
Connecticut
$2.53M 42,857 -1,744 -4%
KF
255
Krilogy Financial
Missouri
$2.52M 42,691 +5,562 +15%
PWP
256
Perfromance Wealth Partners
Illinois
$2.51M 42,615 -1,300 -3%
FMC
257
First Merchants Corp
Indiana
$2.51M 42,548 -366 -0.9%
IC
258
Innealta Capital
Texas
$2.5M 42,445 +7 +0%
MMH
259
Menora Mivtachim Holdings
Israel
$2.43M 41,200 -20,000 -33%
NB
260
NBT Bank
New York
$2.42M 41,132 -3,611 -8%
JWCA
261
J.W. Cole Advisors
Florida
$2.42M 41,130 -15,181 -27%
Capstone Investment Advisors
262
Capstone Investment Advisors
New York
$2.42M 41,106 +41,106 New
CFO
263
Capitol Family Office
Oregon
$2.41M 40,937 -1,911 -4%
HWA
264
HCR Wealth Advisors
California
$2.39M 40,581 -7,027 -15%
IP
265
Investment Partners
Ohio
$2.37M 40,231 – –
FHA
266
Flagship Harbor Advisors
Massachusetts
$2.33M 39,547 +4,930 +14%
RCM
267
Rokos Capital Management
United Kingdom
$2.31M 39,000 -16,300 -29%
FIM
268
Freedom Investment Management
Connecticut
$2.29M 38,901 +5,274 +16%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$2.28M 38,724 -3,850 -9%
RJT
270
Raymond James Trust
Florida
$2.27M 38,565 -3,569 -8%
PCP
271
Proficio Capital Partners
Massachusetts
$2.26M 38,320 -160 -0.4%
SFG
272
StrategIQ Financial Group
Indiana
$2.25M 38,259 +479 +1%
HNB
273
Huntington National Bank
Ohio
$2.25M 38,225 -462 -1%
ABC
274
Associated Banc-Corp
Wisconsin
$2.23M 37,810 -214 -0.6%
MHI
275
Miller Howard Investments
New York
$2.23M 37,808 +18,013 +91%
9 10
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