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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 %
IFPG
376
Intrepid Financial Planning Group
Indiana
$1.51M -$18.5K -292 -1%
WIC
377
Woodmont Investment Counsel
Tennessee
$1.5M -$294K -4,637 -16%
PWA
378
Primoris Wealth Advisors
Florida
$1.5M +$5.32K +84 +0.4%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$1.48M +$1.45M +22,872 +4,574%
BC
380
Bartlett & Co
Ohio
$1.48M +$1.45M +22,872 +4,574%
WIA
381
World Investment Advisors
California
$1.47M +$1.11M +17,510 +304%
AWM
382
Apollon Wealth Management
South Carolina
$1.46M +$215K +3,388 +17%
CG
383
Corundum Group
Colorado
$1.43M +$1.43M +22,510 New
AWP
384
Accretive Wealth Partners
New Jersey
$1.43M +$18.5K +292 +1%
PG
385
Proffitt & Goodson
Tennessee
$1.41M +$38.3K +604 +3%
ATPW
386
Ashton Thomas Private Wealth
Arizona
$1.41M -$1.79M -28,339 -56%
PA
387
PFG Advisors
Arizona
$1.41M +$169K +2,671 +14%
Bank of New York Mellon
388
Bank of New York Mellon
New York
$1.41M -$159K -2,508 -10%
BFWA
389
Benchmark Financial Wealth Advisors
Florida
$1.4M -$949K -14,988 -40%
JIP
390
Jaffetilchin Investment Partners
Florida
$1.39M +$982K +15,513 +239%
MTIM
391
Marathon Trading Investment Management
Pennsylvania
$1.39M +$1.27M +20,128 +1,089%
PFSC
392
Peoples Financial Services Corp
Pennsylvania
$1.37M +$9.94K +157 +0.7%
AFG
393
Atomi Financial Group
New York
$1.37M +$629K +9,934 +85%
GCP
394
GSA Capital Partners
United Kingdom
$1.37M +$830K +13,100 +154%
CIC
395
Chilton Investment Company
Connecticut
$1.36M – – –
FIM
396
Freedom Investment Management
Connecticut
$1.36M -$1.1M -17,438 -45%
HCM
397
Hollencrest Capital Management
California
$1.35M – – –
PWM
398
Perigon Wealth Management
California
$1.35M +$65.4K +1,033 +5%
GCA
399
Greenwood Capital Associates
South Carolina
$1.34M +$1.34M +21,162 New
PI
400
PFG Investments
New York
$1.33M +$54.4K +859 +4%
14 15
16
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