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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$202M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$177M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$102M
4
Morgan Stanley
Morgan Stanley
New York
+$91.6M
5
BGDI
BW Gestao de Investimentos
Brazil
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$119M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$115M
3
Ameriprise
Ameriprise
Minnesota
-$83.8M
4
Barclays
Barclays
United Kingdom
-$74.9M
5
SEIA
Signature Estate & Investment Advisors
California
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
376
Chilton Investment Company
Connecticut
$1.27M – – –
HCM
377
Hollencrest Capital Management
California
$1.26M – – –
WWM
378
Western Wealth Management
Colorado
$1.26M -$802K -13,605 -39%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.26M +$17.3K +294 +1%
HH
380
Hilltop Holdings
Texas
$1.24M +$286K +4,846 +30%
PA
381
Parallel Advisors
California
$1.23M +$232K +3,935 +23%
SFS
382
Solitude Financial Services
Virginia
$1.23M +$40.1K +681 +3%
LFA
383
Laraway Financial Advisors
Minnesota
$1.22M -$5.66K -96 -0.5%
CAM
384
CenterStar Asset Management
Illinois
$1.22M +$592K +10,040 +95%
SIM
385
SSI Investment Management
California
$1.21M +$157K +2,659 +15%
CF
386
Centaurus Financial
California
$1.21M -$812K -13,783 -40%
Envestnet Portfolio Solutions
387
Envestnet Portfolio Solutions
Illinois
$1.21M +$1.21M +20,491 New
PCWA
388
Pacific Capital Wealth Advisors
California
$1.21M -$5.89K -100 -0.5%
PWM
389
Perigon Wealth Management
California
$1.2M -$1.1M -18,624 -48%
CHC
390
City Holding Co
West Virginia
$1.2M -$36K -611 -3%
PI
391
PFG Investments
New York
$1.19M +$181K +3,077 +18%
CFG
392
Citizens Financial Group
Rhode Island
$1.17M -$61.9K -1,050 -5%
TIAA Trust, National Association
393
TIAA Trust, National Association
North Carolina
$1.17M +$1.17M +19,903 New
CAL
394
Capital Advisors Ltd
Ohio
$1.17M +$118 +2 +0%
CIC
395
Carnegie Investment Counsel
Ohio
$1.16M -$109K -1,848 -9%
NFP
396
Narus Financial Partners
Utah
$1.16M -$28.2K -478 -2%
KOMWMG
397
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$83K +1,408 +8%
SFG
398
Sowa Financial Group
Rhode Island
$1.16M -$28.7K -487 -2%
PA
399
PFG Advisors
Arizona
$1.16M -$3.1M -52,679 -73%
AWM
400
Apollon Wealth Management
South Carolina
$1.16M -$588K -9,981 -34%
14 15
16
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