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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 %
SC
426
Sepio Capital
Utah
$1.21M -$375K -5,917 -24%
TC
427
Trust Company
Kansas
$1.2M -$329K -5,193 -21%
CGFA
428
Colton Groome Financial Advisors
North Carolina
$1.2M +$287K +4,530 +31%
CF
429
Centaurus Financial
California
$1.2M -$104K -1,636 -8%
WWM
430
Western Wealth Management
Colorado
$1.2M -$154K -2,437 -11%
AFP
431
Ausdal Financial Partners
Iowa
$1.19M -$504K -7,956 -30%
SFG
432
Sowa Financial Group
Rhode Island
$1.18M -$59.1K -933 -5%
BWM
433
Birchcreek Wealth Management
Ohio
$1.18M +$49.9K +788 +4%
HIA
434
Harbor Investment Advisory
Maryland
$1.18M +$278K +4,392 +31%
SG
435
Sharper & Granite
California
$1.17M -$3.48K -55 -0.3%
FAIM
436
Financial Advocates Investment Management
Washington
$1.17M -$1.48M -23,410 -56%
KWM
437
Koa Wealth Management
California
$1.15M +$1.15M +18,211 New
CCG
438
Cypress Capital Group
Florida
$1.15M -$17.1K -270 -1%
NS
439
NBC Securities
Alabama
$1.14M +$32.9K +520 +3%
AC
440
Aristides Capital
Kentucky
$1.14M +$881K +13,911 +340%
EP
441
Edgestream Partners
New Jersey
$1.14M +$794K +12,542 +231%
VWM
442
Venturi Wealth Management
Texas
$1.13M +$135K +2,124 +14%
PI
443
Parkside Investments
Illinois
$1.13M +$190K +3,000 +20%
CI
444
CX Institutional
Indiana
$1.13M -$1.09M -17,276 -49%
CAL
445
Capital Advisors Ltd
Ohio
$1.13M -$129K -2,035 -10%
TSWM
446
Triangle Securities Wealth Management
North Carolina
$1.12M +$348K +5,495 +45%
CP
447
Castleview Partners
Texas
$1.11M +$1.11M +17,530 +40,767%
CFG
448
Citizens Financial Group
Rhode Island
$1.11M -$150K -2,376 -12%
VWA
449
Visionary Wealth Advisors
Illinois
$1.1M +$430K +6,795 +64%
RIA
450
Realta Investment Advisors
Delaware
$1.1M +$486K +7,671 +79%
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