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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 %
TP
501
Tranquility Partners
Tennessee
$713K -$153K -2,599 -18%
HCMG
502
Howard Capital Management Group
California
$711K +$143K +2,431 +25%
JGIA
503
Jackson Grant Investment Advisers
Connecticut
$707K -$7.31K -124 -1%
1IA
504
1834 Investment Advisors
Wisconsin
$700K -$104K -1,770 -13%
FTC
505
Farmers Trust Company
Ohio
$699K -$141K -2,401 -17%
PWW
506
Pettyjohn Wood & White
Virginia
$695K +$13K +220 +2%
FSA
507
Franklin Street Advisors
North Carolina
$693K -$4.47M -75,875 -87%
PFS
508
Prospera Financial Services
Texas
$691K +$31.7K +538 +5%
CA
509
Clearstead Advisors
Ohio
$691K +$347K +5,896 +101%
AFG
510
Atomi Financial Group
New York
$689K +$79.1K +1,343 +13%
TSWM
511
Tyler-Stone Wealth Management
Ohio
$688K +$58.8K +998 +9%
DLHL
512
Donald L. Hagan LLC
Florida
$682K +$184K +3,128 +37%
RSC
513
Red Spruce Capital
Pennsylvania
$682K -$97.8K -1,659 -13%
DBIA
514
Dumont & Blake Investment Advisors
New Jersey
$681K -$8.19K -139 -1%
JE
515
JMAC Enterprises
Pennsylvania
$679K -$34.4K -584 -5%
LIG
516
Lokken Investment Group
Delaware
$669K +$122K +2,068 +22%
AWA
517
Arkadios Wealth Advisors
Georgia
$668K -$106K -1,806 -14%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$667K -$39K -662 -6%
TGAM
519
TBH Global Asset Management
Tennessee
$667K +$177 +3 +0%
LWM
520
Laidlaw Wealth Management
New York
$663K +$457K +7,752 +222%
CS
521
Comerica Securities
Michigan
$662K -$12.2K -207 -2%
DJYG
522
David J. Yvars Group
Florida
$661K -$161K -2,730 -20%
GW
523
GW & Wade
Massachusetts
$660K -$126K -2,138 -16%
CCWA
524
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$659K -$141K -2,393 -18%
CWM
525
Chesapeake Wealth Management
Virginia
$659K +$15.5K +263 +2%
19 20
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