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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 %
RMC
451
Regis Management Company
California
$1.04M – – –
SCA
452
Stillwater Capital Advisors
Pennsylvania
$1.04M +$13K +199 +1%
Manulife (Manufacturers Life Insurance)
453
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$1.03M +15,800 New
AWM
454
Accel Wealth Management
Iowa
$1.03M -$26.5K -405 -3%
BWM
455
Birchcreek Wealth Management
Ohio
$1.02M +$159K +2,436 +18%
SWM
456
Stockman Wealth Management
Montana
$1.01M +$110K +1,676 +12%
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$1M +$117K +1,799 +13%
WAS
458
Wealth Advisory Solutions
Indiana
$992K – – –
AF
459
Arrow Financial
New York
$991K +$44.2K +676 +5%
HCP
460
Holt Capital Partners
Texas
$989K +$6.54K +100 +0.7%
NPT
461
Nixon Peabody Trust
Massachusetts
$978K -$152K -2,323 -13%
EWM
462
EPG Wealth Management
Georgia
$976K +$2.23K +34 +0.2%
FMWA
463
Forvis Mazars Wealth Advisors
Missouri
$973K -$62K -948 -6%
SWP
464
Strategic Wealth Partners
Ohio
$969K +$51.9K +793 +6%
TP
465
Tranquility Partners
Tennessee
$962K +$4.52K +69 +0.5%
ZIG
466
Zuckerman Investment Group
Illinois
$957K -$18K -275 -2%
PTC
467
Private Trust Company
Ohio
$956K +$92K +1,406 +11%
Wealthfront Advisers
468
Wealthfront Advisers
California
$953K +$3.14K +48 +0.3%
SI
469
Stephens Inc
Arkansas
$949K +$16.4K +250 +2%
TCM
470
Telos Capital Management
California
$948K -$27.1K -414 -3%
PPP
471
Private Portfolio Partners
New Jersey
$945K +$13.2K +201 +1%
KP
472
Keel Point
Alabama
$940K +$9.55K +146 +1%
STC
473
Sarah T. Connolly
$936K -$6.87K -105 -0.7%
FTC
474
Farmers Trust Company
Ohio
$934K -$8.97K -137 -1%
Legal & General Group
475
Legal & General Group
United Kingdom
$931K – – –
17 18
19
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