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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 %
SB
326
Simmons Bank
Arkansas
$1.88M -$111K -1,751 -6%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$1.86M +$312K +4,932 +20%
SCA
328
Sage Capital Advisors
South Dakota
$1.84M -$35K -552 -2%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$1.82M -$309K -4,886 -15%
GW
330
GW & Wade
Massachusetts
$1.82M +$1.11M +17,569 +157%
PCA
331
Pallas Capital Advisors
Massachusetts
$1.82M -$40K -632 -2%
SCA
332
Snowden Capital Advisors
New York
$1.82M +$1.57M +24,769 +630%
ZIG
333
Zullo Investment Group
Pennsylvania
$1.8M +$27.9K +440 +2%
KWM
334
Kingsview Wealth Management
Oregon
$1.8M +$977K +15,423 +119%
PIMG
335
Patriot Investment Management Group
Tennessee
$1.8M +$1.8M +28,358 New
BCFS
336
Butensky & Cohen Financial Security
Florida
$1.79M +$45.5K +719 +3%
PP
337
Patten & Patten
Tennessee
$1.78M +$215K +3,388 +14%
DLCIG
338
D.L. Carlson Investment Group
New Hampshire
$1.77M -$64.6K -1,054 -4%
TCMP
339
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.77M +$62.2K +982 +4%
PD
340
Planning Directions
Pennsylvania
$1.75M +$145K +2,295 +9%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$1.75M -$706K -11,148 -29%
QT
342
Quantbot Technologies
New York
$1.74M +$1.74M +27,510 New
ClearBridge Investments
343
ClearBridge Investments
New York
$1.73M -$63.3K -1,000 -4%
AIC
344
Ayalon Insurance Company
Israel
$1.73M – – –
WCM
345
Windham Capital Management
Massachusetts
$1.73M +$16.1K +255 +0.9%
HI
346
Harbour Investments
Wisconsin
$1.72M +$161K +2,549 +10%
ACM
347
Ategra Capital Management
Virginia
$1.71M +$114K +1,798 +7%
TC
348
TAP Consulting
Missouri
$1.7M -$685K -10,818 -29%
HVIA
349
Hudson Valley Investment Advisors
New York
$1.69M +$35.9K +553 +2%
TCA
350
Transcend Capital Advisors
New Jersey
$1.68M -$1.04M -16,453 -38%
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