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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$163M
2
Wells Fargo
Wells Fargo
California
$343M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$99.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$96.2M
5
Bank of America
Bank of America
North Carolina
$1.12B

Top Sellers

1
Barclays
Barclays
United Kingdom
$92.2M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$269K
3
Morgan Stanley
Morgan Stanley
New York
$720M
4
WA
WestEnd Advisors
North Carolina
$132M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Ameritas Advisory Services
Nebraska
$2.72M -$2.48M -35,940 -48%
HBWM
277
Hollow Brook Wealth Management
New York
$2.71M +$1.35M +19,944 +99%
FAIM
278
Financial Advocates Investment Management
Washington
$2.71M -$1.15M -17,055 -30%
AF
279
Alerus Financial
North Dakota
$2.68M -$9.53M -140,804 -78%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$2.62M -$87.4K -1,396 -3%
BCM
281
Bayesian Capital Management
New York
$2.62M +$2.17M +32,099 +486%
SFG
282
StrategIQ Financial Group
Indiana
$2.59M -$121K -1,782 -4%
Cerity Partners
283
Cerity Partners
New York
$2.59M -$161K -2,377 -6%
BHWM
284
Bar Harbor Wealth Management
New Hampshire
$2.59M +$11K +162 +0.4%
ABC
285
Associated Banc-Corp
Wisconsin
$2.58M +$23K +340 +0.9%
FFN
286
Focus Financial Network
Minnesota
$2.58M -$165K -2,442 -6%
CWM
287
CMH Wealth Management
New Hampshire
$2.58M +$120K +1,769 +5%
PFM
288
Parsec Financial Management
North Carolina
$2.58M -$283K -4,179 -10%
CC
289
Centiva Capital
New York
$2.56M +$1.54M +22,783 +152%
TW
290
TrinityPoint Wealth
Connecticut
$2.56M +$83.1K +1,228 +3%
CIM
291
CIM Investment Management
Pennsylvania
$2.54M +$124K +1,833 +5%
SIMM
292
Stillwater Investment Management (Minnesota)
Minnesota
$2.53M +$18K +266 +0.7%
CWM
293
Collaborative Wealth Management
Florida
$2.51M +$264K +3,903 +12%
WA
294
WBH Advisory
Maryland
$2.49M +$2.49M +36,716 New
F4L
295
Fortune 45 LLC
Louisiana
$2.48M +$319K +4,714 +15%
IFA
296
Interactive Financial Advisors
Illinois
$2.45M +$45.4K +671 +2%
HI
297
Harbour Investments
Wisconsin
$2.42M -$600K -8,870 -20%
WIC
298
Woodmont Investment Counsel
Tennessee
$2.39M -$145K -2,146 -6%
LCM
299
LCM Capital Management
Illinois
$2.37M +$71.1K +1,050 +3%
TC
300
TAP Consulting
Missouri
$2.36M -$904K -13,357 -28%
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