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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 %
OCPWS
451
One Charles Private Wealth Services
Massachusetts
$856K +$68.9K +1,170 +9%
NAG
452
Northstar Advisory Group
New Jersey
$853K +$853K +14,479 New
CGFA
453
Colton Groome Financial Advisors
North Carolina
$848K +$122K +2,075 +17%
HI
454
Horizon Investments
North Carolina
$847K +$83.8K +1,422 +11%
Legal & General Group
455
Legal & General Group
United Kingdom
$847K – – –
ZIG
456
Zuckerman Investment Group
Illinois
$844K -$17.6K -298 -2%
GCMG
457
Gyroscope Capital Management Group
Florida
$840K -$149K -2,530 -15%
AFS
458
AFG Fiduciary Services
Massachusetts
$838K +$67.9K +1,145 +9%
MYIA
459
Mount Yale Investment Advisors
Colorado
$838K -$147K -2,495 -15%
HIA
460
Harbor Investment Advisory
Maryland
$836K +$321K +5,451 +62%
Walleye Trading
461
Walleye Trading
New York
$827K -$3.79M -64,239 -82%
WP
462
WealthShield Partners
North Carolina
$826K +$236K +4,000 +40%
SWP
463
Strategic Wealth Partners
Ohio
$825K -$48K -814 -5%
TCM
464
Telos Capital Management
California
$819K -$35K -594 -4%
HCP
465
Holt Capital Partners
Texas
$818K -$72.2K -1,225 -8%
LSAG
466
Lake Street Advisors Group
New Hampshire
$818K +$818K +13,881 New
KIG
467
Kessler Investment Group
Indiana
$811K +$598K +10,146 +281%
CCM
468
Cullen Capital Management
New York
$800K -$9.66M -163,967 -92%
GDP
469
Great Diamond Partners
Maine
$800K +$45.6K +773 +6%
NCM
470
Narwhal Capital Management
Georgia
$796K -$20.9K -354 -3%
NCM
471
Noesis Capital Mangement
Florida
$795K -$2.95K -50 -0.4%
QFA
472
Quattro Financial Advisors
Texas
$792K -$38.7K -656 -5%
EFG
473
Ethos Financial Group
Pennsylvania
$787K +$787K +13,356 New
VA
474
Valmark Advisers
Ohio
$783K +$34.4K +583 +5%
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$765K -$473K -8,026 -38%
17 18
19
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