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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$246M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$196M
3
Two Sigma Investments
Two Sigma Investments
New York
+$170M
4
WA
WestEnd Advisors
North Carolina
+$149M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$135M

Top Sellers

1
Citigroup
Citigroup
New York
-$312M
2
Bank of America
Bank of America
North Carolina
-$105M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.1M
4
Morgan Stanley
Morgan Stanley
New York
-$64.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
Montag & Associates
Georgia
$1.99M -$62K -947 -3%
RA
327
RFG Advisory
Alabama
$1.98M -$23.5K -359 -1%
Fisher Asset Management
328
Fisher Asset Management
Washington
$1.97M +$49K +749 +3%
IFA
329
Interactive Financial Advisors
Illinois
$1.97M -$401K -6,129 -17%
MA
330
Mutual Advisors
Nebraska
$1.96M -$3.67M -56,086 -65%
LDB
331
Lee, Danner & Bass
Tennessee
$1.95M +$427K +6,521 +28%
AWM
332
Apollon Wealth Management
South Carolina
$1.94M -$10.7K -164 -0.6%
TC
333
Trust Company
Kansas
$1.93M -$135K -2,069 -7%
SCA
334
Sage Capital Advisors
South Dakota
$1.93M +$12K +184 +0.6%
TCB
335
Texas Capital Bancshares
Texas
$1.9M +$1.9M +28,991 New
ClearBridge Investments
336
ClearBridge Investments
New York
$1.86M – – –
HI
337
Harbour Investments
Wisconsin
$1.83M -$504K -7,697 -22%
AFP
338
Ausdal Financial Partners
Iowa
$1.83M -$278K -4,254 -13%
PWG
339
Private Wealth Group
Florida
$1.8M -$26.2K -401 -1%
AIC
340
Ayalon Insurance Company
Israel
$1.79M -$3.93K -60 -0.2%
BCFS
341
Butensky & Cohen Financial Security
Florida
$1.78M +$25.6K +391 +1%
CA
342
Cumberland Advisors
Florida
$1.78M +$1.78M +27,130 New
MBTD
343
Mechanics Bank - Trust Department
California
$1.77M -$67.1K -1,026 -4%
CWM
344
CIBC World Markets
New York
$1.76M +$1.76M +26,870 New
WCM
345
Windham Capital Management
Massachusetts
$1.75M – – –
SC
346
Solstein Capital
California
$1.74M +$85.7K +1,310 +5%
CB
347
Commerce Bank
Missouri
$1.72M +$286K +4,374 +20%
RIA
348
Regal Investment Advisors
Michigan
$1.71M +$516K +7,879 +43%
SWP
349
Stratos Wealth Partners
Ohio
$1.71M -$264K -4,040 -13%
CWMGP
350
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.7M +$1.7M +25,905 New
12 13
14
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