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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 %
MFG
501
Merit Financial Group
Georgia
$899K -$194K -3,058 -18%
SF
502
Summit Financial
New Jersey
$898K -$312K -4,930 -26%
HWA
503
Heritage Wealth Advisors
Virginia
$897K -$254K -4,011 -22%
HCP
504
Holt Capital Partners
Texas
$896K +$16.5K +260 +2%
Brown Advisory
505
Brown Advisory
Maryland
$891K +$100K +1,584 +13%
WIM
506
Westside Investment Management
California
$889K +$321K +5,075 +57%
WP
507
WealthShield Partners
North Carolina
$888K – – –
ZIG
508
Zuckerman Investment Group
Illinois
$888K -$19.6K -310 -2%
AWS
509
Arkfeld Wealth Strategies
Nebraska
$884K +$42.4K +658 +5%
AFS
510
AFG Fiduciary Services
Massachusetts
$883K -$36.4K -560 -4%
PCS
511
Personal CFO Solutions
New Jersey
$875K +$875K +13,809 New
VA
512
Valmark Advisers
Ohio
$865K +$22.7K +358 +3%
TFA
513
Toth Financial Advisory
Virginia
$864K -$125K -1,967 -13%
NCM
514
Narwhal Capital Management
Georgia
$855K – – –
OC
515
Oppenheimer & Co
New York
$854K +$200K +3,159 +31%
RFA
516
Resurgent Financial Advisors
Georgia
$849K +$481K +7,594 +131%
SCM
517
Sage Capital Management
New Jersey
$848K +$848K +13,390 New
SWM
518
Silverlake Wealth Management
Vermont
$846K +$272K +4,301 +48%
TCM
519
Telos Capital Management
California
$839K -$41K -648 -5%
GHA
520
Granite Harbor Advisors
Texas
$831K +$14.4K +228 +2%
EGM
521
Engineers Gate Manager
New York
$828K +$828K +13,069 New
BCM
522
Boltwood Capital Management
California
$825K +$25.1K +396 +3%
CFGS
523
Concourse Financial Group Securities
Alabama
$824K -$3.42M -53,982 -81%
CL
524
Cabana LLC
Arkansas
$822K +$822K +12,979 New
HBT
525
Hills Bank & Trust
Iowa
$821K +$689K +10,874 +520%
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