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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 %
VVP
451
Venture Visionary Partners
Ohio
$1.09M +$688K +10,857 +172%
1SB
452
1ST Source Bank
Indiana
$1.09M -$67.1K -1,059 -6%
NFC
453
Northeast Financial Consultants
Connecticut
$1.08M – – –
LMKC
454
L.M. Kohn & Company
Ohio
$1.08M +$287K +4,534 +36%
OCM
455
One Capital Management
California
$1.08M +$1.08M +17,004 New
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
$1.07M -$189K -2,990 -15%
PPP
457
Private Portfolio Partners
New Jersey
$1.07M -$40.2K -634 -4%
SCA
458
Stillwater Capital Advisors
Pennsylvania
$1.06M +$39.2K +619 +4%
FCI
459
Financial Counselors Inc
Kansas
$1.06M -$1.27K -20 -0.1%
GLA
460
Good Life Advisors
Pennsylvania
$1.05M +$17K +269 +2%
BCM
461
Brookstone Capital Management
Illinois
$1.05M +$351K +5,541 +50%
National Bank of Canada
462
National Bank of Canada
Quebec, Canada
$1.04M +$30.7K +478 +3%
AC
463
Abbrea Capital
California
$1.03M +$15.5K +245 +2%
CAC
464
Certified Advisory Corp
Florida
$1.02M +$1.02M +16,154 New
SDAM
465
Shulman DeMeo Asset Management
New York
$1.02M -$19.5K -308 -2%
D
466
Diversified
Delaware
$1.02M -$20.4K -322 -2%
FA
467
FDx Advisors
Illinois
$1.01M +$545K +8,598 +118%
PWM
468
Penobscot Wealth Management
Maine
$994K -$219K -3,462 -18%
Susquehanna International Group
469
Susquehanna International Group
Pennsylvania
$994K -$195M -3,079,420 -99%
JCM
470
Jacobi Capital Management
Pennsylvania
$992K -$235K -3,708 -19%
FHA
471
First Horizon Advisors
Tennessee
$988K -$27.4K -432 -3%
Wealthfront Advisers
472
Wealthfront Advisers
California
$987K +$213K +3,358 +27%
LDB
473
Lee, Danner & Bass
Tennessee
$980K +$18.7K +295 +2%
FSA
474
Fort Sheridan Advisors
Illinois
$980K -$236K -3,730 -19%
OLVIG
475
Oliver Lagore Vanvalin Investment Group
Michigan
$975K -$8.42M -132,998 -90%
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