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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 %
BRG
476
Bay Rivers Group
Virginia
$974K +$974K +15,372 New
SSW
477
Stone Summit Wealth
Florida
$966K +$149K +2,345 +18%
MAM
478
MMA Asset Management
Pennsylvania
$964K +$354K +5,596 +58%
NF
479
Nvest Financial
New Hampshire
$958K -$97.3K -1,536 -9%
SC
480
Scotia Capital
Ontario, Canada
$952K +$952K +15,038 New
PWG
481
Private Wealth Group
Florida
$952K -$106K -1,672 -10%
CBT
482
Central Bank & Trust
Kentucky
$952K -$284K -4,484 -23%
PFA
483
Pettinga Financial Advisors
Indiana
$949K +$662K +10,450 +230%
IA
484
IFP Advisors
Florida
$948K -$12.7M -200,115 -93%
AF
485
Arrow Financial
New York
$947K +$9.94K +157 +1%
UWM
486
USAdvisors Wealth Management
Minnesota
$945K -$269K -4,255 -22%
MWA
487
Midland Wealth Advisors
Illinois
$943K +$943K +14,895 New
HT
488
Headlands Technologies
Illinois
$943K +$943K +14,890 New
RFC
489
Regions Financial Corp
Alabama
$942K -$25.6K -404 -3%
FTIS
490
First Trust Investment Solutions
Florida
$934K +$934K +14,746 New
HCMG
491
Howard Capital Management Group
California
$932K +$168K +2,659 +22%
MYIA
492
Mount Yale Investment Advisors
Colorado
$929K +$28.5K +450 +3%
SC
493
Solstein Capital
California
$928K -$754K -11,899 -45%
AWM
494
Accel Wealth Management
Iowa
$922K -$12.9K -204 -1%
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$921K -$54.8K -865 -6%
SB
496
Strategic Blueprint
Georgia
$920K +$589K +9,299 +178%
SFM
497
Stack Financial Management
Montana
$913K +$913K +14,424 New
TAM
498
Tocqueville Asset Management
New York
$910K -$6.73M -106,307 -88%
Lido Advisors
499
Lido Advisors
California
$909K +$228K +3,606 +34%
IAN
500
Integrated Advisors Network
Texas
$902K -$719K -11,353 -44%
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