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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 %
PG
376
Proffitt & Goodson
Tennessee
$1.5M +$44.4K +678 +3%
CW
377
CreativeOne Wealth
Kansas
$1.5M -$26.2K -401 -2%
CCM
378
Crew Capital Management
Ohio
$1.49M +$1.11M +16,952 +295%
WAM
379
Wakefield Asset Management
Colorado
$1.49M +$1.49M +22,694 New
SCP
380
Stamos Capital Partners
California
$1.48M +$539K +8,230 +57%
SFS
381
Sowell Financial Services
Arkansas
$1.48M +$413K +6,320 +39%
IGWM
382
ICA Group Wealth Management
Colorado
$1.47M +$199K +3,040 +16%
RFWA
383
RPg Family Wealth Advisory
Massachusetts
$1.45M +$58.1K +888 +4%
PFMU
384
Privium Fund Management (UK)
United Kingdom
$1.45M – – –
PCA
385
Pallas Capital Advisors
Massachusetts
$1.44M +$1.44M +21,728 New
PD
386
Planning Directions
Pennsylvania
$1.42M +$287K +4,392 +25%
TF
387
TIAA FSB
Florida
$1.42M -$87.3K -1,334 -6%
CIC
388
Carnegie Investment Counsel
Ohio
$1.41M +$46.5K +710 +3%
NL
389
NWAM LLC
Washington
$1.41M -$58.8K -898 -4%
Lido Advisors
390
Lido Advisors
California
$1.41M -$229K -3,504 -14%
CIC
391
Chilton Investment Company
Connecticut
$1.41M – – –
HCM
392
Hollencrest Capital Management
California
$1.4M – – –
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M -$49.8K -761 -3%
Koshinski Asset Management
394
Koshinski Asset Management
Illinois
$1.37M -$702K -10,732 -34%
CFG
395
Citizens Financial Group
Rhode Island
$1.37M +$295K +4,509 +27%
CHC
396
City Holding Co
West Virginia
$1.37M -$24.3K -371 -2%
LFA
397
Laraway Financial Advisors
Minnesota
$1.36M -$45.5K -696 -3%
PCWA
398
Pacific Capital Wealth Advisors
California
$1.35M +$13.1K +200 +1%
PFSC
399
Peoples Financial Services Corp
Pennsylvania
$1.34M +$49.9K +762 +4%
FANJ
400
Financial Architects (New Jersey)
New Jersey
$1.34M -$200K -3,053 -13%
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16
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