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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 %
Fidelity International
501
Fidelity International
Bermuda
$848K +$3.21K +49 +0.4%
HI
502
Horizon Investments
North Carolina
$848K +$364K +5,562 +75%
PMEF
503
Point72 Middle East FZE
United Arab Emirates
$844K +$201K +3,070 +31%
RSWM
504
Robertson Stephens Wealth Management
California
$840K +$195K +2,980 +30%
MSWM
505
McGlone Suttner Wealth Management
Wisconsin
$840K +$785 +12 +0.1%
GDP
506
Great Diamond Partners
Maine
$838K +$21.9K +334 +3%
VA
507
Valmark Advisers
Ohio
$832K -$712K -10,882 -46%
MS
508
Maven Securities
Jersey
$808K -$458 -7 -0.1%
CGFA
509
Colton Groome Financial Advisors
North Carolina
$806K +$215K +3,292 +37%
SF
510
Synovus Financial
Georgia
$805K -$228K -3,487 -22%
GLA
511
Good Life Advisors
Pennsylvania
$803K +$1.83K +28 +0.2%
SHFP
512
Second Half Financial Partners
Florida
$801K +$77.7K +1,187 +11%
JIC
513
Johnson Investment Counsel
Ohio
$796K -$2.88K -44 -0.4%
TSWM
514
Triangle Securities Wealth Management
North Carolina
$795K -$3.93K -60 -0.5%
JGIA
515
Jackson Grant Investment Advisers
Connecticut
$793K +$3.08K +47 +0.4%
JE
516
JMAC Enterprises
Pennsylvania
$793K +$14.2K +217 +2%
MC
517
Moors & Cabot
Massachusetts
$791K -$51.4K -785 -6%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$788K -$18.3K -280 -2%
ACP
519
Aveo Capital Partners
Colorado
$788K -$169K -2,590 -18%
CG
520
Cutler Group
California
$787K +$787K +12,032 New
WAP
521
Wealthcare Advisory Partners
Pennsylvania
$784K +$50.7K +775 +7%
GHA
522
Granite Harbor Advisors
Texas
$775K +$22.3K +340 +3%
AG
523
Ascent Group
Virginia
$774K +$54.1K +841 +8%
BCM
524
Brookstone Capital Management
Illinois
$767K -$18.8M -287,395 -96%
DBIA
525
Dumont & Blake Investment Advisors
New Jersey
$765K +$4.91K +75 +0.6%
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