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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 %
NF
426
Nvest Financial
New Hampshire
$982K +$295 +5 +0%
RSWM
427
Robertson Stephens Wealth Management
California
$974K +$217K +3,679 +29%
VF
428
Virtu Financial
New York
$968K -$3.21M -54,572 -77%
D
429
Diversified
Delaware
$967K -$39.3K -667 -4%
SDAM
430
Shulman DeMeo Asset Management
New York
$967K -$118 -2 -0%
GLA
431
Good Life Advisors
Pennsylvania
$958K +$235K +3,995 +33%
SCA
432
Stillwater Capital Advisors
Pennsylvania
$951K +$16.7K +284 +2%
FHA
433
First Horizon Advisors
Tennessee
$945K -$57.6K -978 -6%
FFS
434
Founders Financial Securities
Maryland
$942K -$4.54K -77 -0.5%
AC
435
Abbrea Capital
California
$942K -$9.73K -165 -1%
RMC
436
Regis Management Company
California
$938K – – –
SAG
437
SageView Advisory Group
California
$927K -$48.3K -819 -5%
VWM
438
Venturi Wealth Management
Texas
$924K -$137K -2,322 -13%
TFA
439
Toth Financial Advisory
Virginia
$919K -$1.96M -33,186 -68%
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$908K +$30.9K +524 +4%
RFC
441
Regions Financial Corp
Alabama
$901K -$38.9K -660 -4%
SI
442
Stephens Inc
Arkansas
$896K +$41.8K +710 +5%
LDB
443
Lee, Danner & Bass
Tennessee
$894K -$861K -14,620 -49%
WAS
444
Wealth Advisory Solutions
Indiana
$893K -$825 -14 -0.1%
KBC
445
Key Bridge Compliance
$893K +$893K +15,149 New
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$885K +$112K +1,994 +14%
PI
447
Parkside Investments
Illinois
$872K +$47.1K +800 +6%
AF
448
Arrow Financial
New York
$872K -$20.6K -349 -2%
AWM
449
Accel Wealth Management
Iowa
$870K -$58.7K -996 -6%
TB
450
Treynor Bancshares
Iowa
$865K -$78.5K -1,332 -8%
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