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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 %
AAS
476
Ameritas Advisory Services
Nebraska
$930K -$1.64M -25,083 -64%
CCA
477
Catalyst Capital Advisors
New York
$929K -$113K -1,731 -11%
QFA
478
Quattro Financial Advisors
Texas
$922K +$33.8K +517 +4%
PI
479
Parkside Investments
Illinois
$916K +$916K +14,000 New
OC
480
Oppenheimer & Co
New York
$914K +$119K +1,822 +15%
TFGT
481
TS Financial Group (TSFG)
Illinois
$907K -$114K -1,737 -11%
NCM
482
Narwhal Capital Management
Georgia
$907K -$648K -9,900 -42%
DJYG
483
David J. Yvars Group
Florida
$906K +$1.75K +27 +0.2%
OP
484
ORG Partners
Indiana
$905K +$905K +13,791 New
National Bank of Canada
485
National Bank of Canada
Quebec, Canada
$900K +$609K +9,300 +209%
1IA
486
1834 Investment Advisors
Wisconsin
$893K -$188K -2,871 -17%
CCWA
487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$889K -$102K -1,566 -10%
CB
488
Centennial Bank
Arkansas
$887K -$66.7K -1,020 -7%
NCM
489
Noesis Capital Mangement
Florida
$886K -$102K -1,560 -10%
AWS
490
Arkfeld Wealth Strategies
Nebraska
$875K +$2.34K +35 +0.3%
OCPWS
491
One Charles Private Wealth Services
Massachusetts
$874K -$6.41K -98 -0.7%
GW
492
GW & Wade
Massachusetts
$873K -$957K -14,626 -52%
AFS
493
AFG Fiduciary Services
Massachusetts
$869K +$154K +2,308 +22%
BCM
494
Boltwood Capital Management
California
$867K +$12.5K +191 +1%
RSC
495
Red Spruce Capital
Pennsylvania
$866K +$88K +1,344 +11%
AWA
496
Arkadios Wealth Advisors
Georgia
$860K -$71.9K -1,099 -8%
AF
497
Apexium Financial
Texas
$858K +$196 +3 +0%
IAA
498
Ironsides Asset Advisors
North Carolina
$852K +$512K +7,825 +150%
IHL
499
Investment House LLC
California
$851K +$196K +3,000 +30%
PFP
500
Pinnacle Financial Partners
Tennessee
$849K +$12.4K +189 +1%
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