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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 %
LNC
426
Lincoln National Corp
Pennsylvania
$1.15M +$48.6K +742 +4%
MIC
427
Meridian Investment Counsel
California
$1.15M +$108K +1,645 +10%
1SB
428
1ST Source Bank
Indiana
$1.14M +$5.17K +79 +0.5%
VWA
429
Visionary Wealth Advisors
Illinois
$1.13M +$526K +8,039 +88%
SW
430
SMART Wealth
Nebraska
$1.13M +$126K +1,932 +13%
PI
431
PFG Investments
New York
$1.12M -$78.3K -1,197 -7%
D
432
Diversified
Delaware
$1.12M -$53.5K -817 -5%
NFC
433
Northeast Financial Consultants
Connecticut
$1.11M – – –
FHA
434
First Horizon Advisors
Tennessee
$1.11M +$2.42K +37 +0.2%
PA
435
Parallel Advisors
California
$1.11M +$28.4K +434 +3%
M&T Bank
436
M&T Bank
New York
$1.1M -$25.6K -391 -2%
SIC
437
Samalin Investment Counsel
New York
$1.1M +$179K +2,743 +19%
FGA
438
Fortis Group Advisors
New Jersey
$1.1M -$2.41M -36,872 -69%
GCMG
439
Gyroscope Capital Management Group
Florida
$1.1M +$154K +2,353 +16%
MYIA
440
Mount Yale Investment Advisors
Colorado
$1.09M +$153K +2,340 +16%
NF
441
Nvest Financial
New Hampshire
$1.09M +$361K +5,515 +49%
SAG
442
SageView Advisory Group
California
$1.08M +$681K +10,409 +169%
SDAM
443
Shulman DeMeo Asset Management
New York
$1.07M -$43.3K -661 -4%
PCMF
444
Private Capital Management (Florida)
Florida
$1.06M -$2.21M -33,817 -68%
FCI
445
Financial Counselors Inc
Kansas
$1.06M -$27.4K -418 -3%
HH
446
Hilltop Holdings
Texas
$1.06M -$46.9K -717 -4%
AC
447
Abbrea Capital
California
$1.06M -$13.1K -200 -1%
FFS
448
Founders Financial Securities
Maryland
$1.05M -$1.17M -17,835 -53%
TB
449
Treynor Bancshares
Iowa
$1.05M +$120K +1,829 +13%
RFC
450
Regions Financial Corp
Alabama
$1.04M -$34.2K -522 -3%
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