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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 %
CAM
276
Cresset Asset Management
Illinois
$2.67M -$73.8K -1,166 -3%
FMC
277
First Merchants Corp
Indiana
$2.64M -$57.1K -901 -2%
CWM
278
Collaborative Wealth Management
Florida
$2.64M -$92K -1,452 -3%
GIA
279
Gladstone Institutional Advisory
Florida
$2.58M -$1.78M -28,088 -41%
WQ
280
Wealth Quarterback
New Jersey
$2.55M -$265K -4,185 -9%
IP
281
Investment Partners
Ohio
$2.54M -$6.71K -106 -0.3%
LCC
282
Lincoln Capital Corp
Rhode Island
$2.53M -$1.39M -21,980 -35%
EIP
283
Ellis Investment Partners
Pennsylvania
$2.49M -$850K -13,421 -25%
MIC
284
Meridian Investment Counsel
California
$2.47M +$509K +8,045 +26%
WA
285
WBH Advisory
Maryland
$2.43M +$210K +3,323 +9%
SFG
286
StrategIQ Financial Group
Indiana
$2.4M -$19.2K -303 -0.8%
FHA
287
Flagship Harbor Advisors
Massachusetts
$2.38M -$123K -1,938 -5%
ABC
288
Associated Banc-Corp
Wisconsin
$2.38M -$13.7K -216 -0.6%
ARC
289
Advisor Resource Council
Texas
$2.38M +$2.38M +37,588 New
PFT
290
Providence First Trust
Arizona
$2.37M -$10.1K -160 -0.4%
WCM
291
Winthrop Capital Management
Indiana
$2.33M +$2.33M +36,743 New
FFN
292
Focus Financial Network
Minnesota
$2.32M +$412K +6,503 +22%
CIM
293
CIM Investment Management
Pennsylvania
$2.32M – – –
HNB
294
Huntington National Bank
Ohio
$2.31M -$116K -1,824 -5%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$2.3M -$852K -13,459 -27%
ZIG
296
Zurich Insurance Group
Switzerland
$2.29M – – –
SVWAG
297
Sound View Wealth Advisors Group
Georgia
$2.29M -$427K -6,742 -16%
PPFA
298
Provida Pension Fund Administrator
Chile
$2.28M – – –
LCM
299
LCM Capital Management
Illinois
$2.28M +$2.15K +34 +0.1%
CCM
300
Crew Capital Management
Ohio
$2.27M +$165K +2,608 +8%
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