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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 %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$1.68M -$70.2K -1,073 -4%
ZIG
352
Zullo Investment Group
Pennsylvania
$1.68M -$28.5K -436 -2%
IAN
353
Integrated Advisors Network
Texas
$1.67M -$4.02M -61,415 -71%
HVIA
354
Hudson Valley Investment Advisors
New York
$1.66M +$48.1K +735 +3%
SC
355
Sepio Capital
Utah
$1.65M -$50.3K -769 -3%
AF
356
Allworth Financial
California
$1.64M -$45K -687 -3%
WB
357
WesBanco Bank
West Virginia
$1.64M -$18.6K -285 -1%
MCM
358
Manchester Capital Management
Vermont
$1.64M -$23.8K -363 -1%
MA
359
MBA Advisors
Pennsylvania
$1.64M -$1.05M -16,042 -39%
PP
360
Patten & Patten
Tennessee
$1.64M -$38.2K -583 -2%
MFG
361
MidWestOne Financial Group
Iowa
$1.63M +$156K +2,382 +11%
SWM
362
Sendero Wealth Management
Texas
$1.61M +$1.61M +24,633 New
WA
363
WP Advisors
California
$1.6M -$17.5K -268 -1%
CC
364
Callan Capital
California
$1.59M +$26.6K +406 +2%
Chevy Chase Trust
365
Chevy Chase Trust
Maryland
$1.59M -$169K -2,577 -10%
QT
366
Quantbot Technologies
New York
$1.59M +$1.59M +24,254 New
TCMP
367
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.57M +$355K +5,421 +29%
SAM
368
Securian Asset Management
Minnesota
$1.57M – – –
IFPG
369
Intrepid Financial Planning Group
Indiana
$1.57M -$9.42K -144 -0.6%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$1.54M +$296K +4,520 +24%
ANTB
371
AMG National Trust Bank
Colorado
$1.53M – – –
MBT
372
Montecito Bank & Trust
California
$1.53M -$369K -5,644 -19%
JGC
373
J. Goldman & Co
New York
$1.52M +$1.52M +23,285 New
BEI
374
Benjamin Edwards Inc
Missouri
$1.52M -$216K -3,305 -12%
AWS
375
AJ Wealth Strategies
New York
$1.5M -$202K -3,080 -12%
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