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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 %
NFP
401
Narus Financial Partners
Utah
$1.32M +$8.31K +127 +0.6%
SFS
402
Solitude Financial Services
Virginia
$1.32M -$25.5K -390 -2%
SFG
403
Sowa Financial Group
Rhode Island
$1.32M -$916 -14 -0.1%
CAL
404
Capital Advisors Ltd
Ohio
$1.3M +$196 +3 +0%
OIA
405
OneDigital Investment Advisors
Kansas
$1.3M +$113K +1,721 +10%
MHI
406
Miller Howard Investments
New York
$1.3M -$101K -1,547 -7%
HWA
407
Heritage Wealth Advisors
Virginia
$1.29M -$1.51K -23 -0.1%
EP
408
Eudaimonia Partners
Tennessee
$1.27M -$1.93M -29,551 -60%
LBC
409
Lawrence B. Cohen
$1.27M -$52.2K -797 -4%
JCM
410
Jacobi Capital Management
Pennsylvania
$1.25M +$21.9K +334 +2%
SFG
411
SNS Financial Group
Minnesota
$1.24M +$119K +1,817 +11%
CBT
412
Central Bank & Trust
Kentucky
$1.24M -$186K -2,839 -13%
PWM
413
Penobscot Wealth Management
Maine
$1.24M +$26.5K +405 +2%
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$1.23M +$1.23M +18,824 New
SF
415
Summit Financial
New Jersey
$1.23M +$1.23M +18,814 New
FSA
416
Fort Sheridan Advisors
Illinois
$1.23M +$333K +5,090 +37%
CCG
417
Cypress Capital Group
Florida
$1.22M -$41.4K -633 -3%
UWM
418
USAdvisors Wealth Management
Minnesota
$1.22M -$316K -4,788 -21%
SG
419
Sharper & Granite
California
$1.21M +$85.5K +1,306 +8%
KOMWMG
420
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.2M +$28.1K +430 +2%
AUB
421
Atlantic Union Bankshares
Virginia
$1.18M -$4.14M -63,188 -78%
VWM
422
Venturi Wealth Management
Texas
$1.18M +$214K +3,272 +22%
SIM
423
SSI Investment Management
California
$1.17M -$208K -3,181 -15%
FIA
424
Foundations Investment Advisors
Arizona
$1.17M -$3.18M -48,594 -73%
MPM
425
MBB Public Markets
Illinois
$1.16M +$1.16M +17,779 New
15 16
17
18 19