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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.77%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$643M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$217M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
UBS Group
UBS Group
Switzerland
+$93.1M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$204M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$195M
3
QFA
Quattro Financial Advisors
Texas
-$163M
4
Jane Street
Jane Street
New York
-$146M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IMZ Advisory
Florida
$3.07M +$3.07M +50,213 New
MCM
252
MV Capital Management
Maryland
$3.07M -$144K -2,281 -4%
CWM
253
Cranbrook Wealth Management
Michigan
$3M +$118K +1,864 +4%
CTC
254
Central Trust Company
Missouri
$2.98M +$16.2K +256 +0.5%
BCA
255
Bray Capital Advisors
Florida
$2.97M +$62.8K +992 +2%
WIM
256
Waycross Investment Management
Washington
$2.96M +$2.96M +46,720 New
SCI
257
Stableford Capital II
Arizona
$2.93M +$2.93M +46,613 New
FG
258
Fiduciary Group
Georgia
$2.89M +$602K +9,512 +26%
HA
259
Hamel Associates
New Jersey
$2.87M -$1.03M -16,220 -26%
CC
260
Carlson Capital
Texas
$2.86M +$2.86M +45,207 New
AA
261
Apriem Advisors
California
$2.85M – – –
MIM
262
Morningstar Investment Management
Illinois
$2.85M +$2.85M +45,007 New
Charles Schwab
263
Charles Schwab
California
$2.85M +$2.85M +44,985 New
PCM
264
Penserra Capital Management
California
$2.84M +$2.44M +38,514 +613%
PFP
265
Paragon Financial Partners
California
$2.83M -$104K -1,649 -4%
UF
266
Univest Financial
Pennsylvania
$2.82M +$2.82M +44,542 New
RIA
267
Regal Investment Advisors
Michigan
$2.78M +$855K +13,506 +44%
SSG
268
Summit Securities Group
New York
$2.78M +$2.78M +43,900 New
KeyBank National Association
269
KeyBank National Association
Ohio
$2.77M -$821K -12,969 -23%
JMFC
270
J.M. Forbes & Co
Massachusetts
$2.76M -$30.9K -488 -1%
TCOO
271
Trust Company of Oklahoma
Oklahoma
$2.73M -$54.6K -862 -2%
CIA
272
Concurrent Investment Advisors
Florida
$2.7M +$2.7M +42,681 New
MA
273
Montag & Associates
Georgia
$2.69M +$465K +7,344 +21%
NB
274
NBT Bank
New York
$2.68M +$70.7K +1,117 +3%
CFO
275
Capitol Family Office
Oregon
$2.68M +$82.5K +1,303 +3%
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