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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 %
MMH
351
Menora Mivtachim Holdings
Israel
$1.68M -$931K -14,700 -36%
MBTD
352
Mechanics Bank - Trust Department
California
$1.68M -$22.7K -358 -1%
EFS
353
Econ Financial Services
Pennsylvania
$1.66M +$1.66M +26,229 New
SW
354
SVB Wealth
Massachusetts
$1.63M -$551K -8,705 -25%
RSWM
355
Robertson Stephens Wealth Management
California
$1.63M +$586K +9,252 +56%
AAS
356
Ameritas Advisory Services
Nebraska
$1.63M -$413K -6,593 -20%
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.62M +$274K +4,330 +20%
ANTB
358
AMG National Trust Bank
Colorado
$1.62M +$193K +3,045 +13%
SFP
359
Shepherd Financial Partners
Massachusetts
$1.6M +$1.2M +18,880 +296%
AWM
360
Axxcess Wealth Management
California
$1.6M +$899K +14,202 +128%
M&T Bank
361
M&T Bank
New York
$1.59M -$118K -1,864 -7%
GM
362
GeoWealth Management
Illinois
$1.59M -$9.32M -147,087 -85%
MCM
363
Manchester Capital Management
Vermont
$1.59M – – –
SFS
364
Sowell Financial Services
Arkansas
$1.58M +$221K +3,482 +16%
SWP
365
Stratos Wealth Partners
Ohio
$1.58M -$161K -2,536 -9%
JIC
366
Johnson Investment Counsel
Ohio
$1.56M +$793K +12,523 +103%
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$1.56M -$31.9M -504,170 -95%
SWM
368
Sendero Wealth Management
Texas
$1.56M – – –
MFG
369
MidWestOne Financial Group
Iowa
$1.55M -$26.7K -421 -2%
PCMF
370
Private Capital Management (Florida)
Florida
$1.55M +$52.5K +829 +4%
TW
371
TrinityPoint Wealth
Connecticut
$1.53M -$1.19M -18,727 -44%
SAM
372
Securian Asset Management
Minnesota
$1.52M – – –
CRI
373
Colonial River Investments
Virginia
$1.52M +$868K +13,711 +134%
SSA
374
Schonfeld Strategic Advisors
New York
$1.51M +$405K +6,388 +36%
WA
375
WP Advisors
California
$1.51M -$28.2K -445 -2%
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