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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 %
LA
301
LM Advisors
California
$2.24M +$2.24M +35,305 New
FMTCOCP
302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.23M +$95K +1,500 +4%
Renaissance Technologies
303
Renaissance Technologies
New York
$2.22M -$37.4M -591,000 -94%
GT
304
Glenmede Trust
Pennsylvania
$2.21M -$530K -8,363 -19%
CIC
305
Carnegie Investment Counsel
Ohio
$2.18M +$930K +14,684 +74%
UAS
306
United Asset Strategies
New York
$2.17M -$3.93M -62,067 -64%
AAIM
307
American Assets Investment Management
California
$2.15M – – –
SF
308
Synovus Financial
Georgia
$2.13M +$1.91M +30,069 +851%
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$2.12M +$1.3M +20,519 +158%
WBCM
310
Wilson & Boucher Capital Management
California
$2.1M -$9.25K -146 -0.4%
PFP
311
Pinnacle Financial Partners
Tennessee
$2.1M +$664K +10,478 +46%
MRC
312
Millburn Ridgefield Corp
New York
$2.09M +$2.09M +33,039 New
IC
313
Innealta Capital
Texas
$2.07M -$618K -9,765 -23%
HIP
314
Harrell Investment Partners
Texas
$2.04M -$979K -15,462 -32%
ORAM
315
One River Asset Management
Connecticut
$2.04M +$149K +2,356 +8%
MWM
316
Modera Wealth Management
New Jersey
$2.03M -$152K -2,405 -7%
PWP
317
Perfromance Wealth Partners
Illinois
$2.03M -$674K -10,637 -25%
ST
318
Sabal Trust
Florida
$2.02M -$129K -2,033 -6%
Two Sigma Investments
319
Two Sigma Investments
New York
$2.01M -$204M -3,215,762 -99%
AF
320
Advisornet Financial
Minnesota
$1.99M +$92.1K +1,455 +5%
GP
321
Girard Partners
Pennsylvania
$1.95M +$1.95M +30,780 New
CB
322
Commerce Bank
Missouri
$1.94M +$325K +5,129 +20%
CC
323
Callan Capital
California
$1.92M +$380K +5,996 +25%
FIA
324
Foundations Investment Advisors
Arizona
$1.91M +$1.62M +25,832 +556%
RJT
325
Raymond James Trust
Florida
$1.89M -$557K -8,789 -23%
11 12
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