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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 %
GVAG
526
Great Valley Advisor Group
Delaware
$762K -$28.3K -432 -4%
BL
527
BFSG LLC
California
$762K +$234K +3,584 +44%
PWW
528
Pettyjohn Wood & White
Virginia
$757K -$3.8K -58 -0.5%
AWA
529
Arete Wealth Advisors
Illinois
$755K +$162K +2,477 +27%
LMKC
530
L.M. Kohn & Company
Ohio
$752K +$65 +1 +0%
CS
531
Comerica Securities
Michigan
$749K – – –
DS
532
DRW Securities
Illinois
$746K -$874K -13,360 -54%
TGAM
533
TBH Global Asset Management
Tennessee
$740K -$239K -3,651 -24%
CCMW
534
Cypress Capital Management (Wyoming)
Wyoming
$740K -$16.5K -252 -2%
CAAS
535
Capital Asset Advisory Services
Michigan
$737K -$84K -1,256 -10%
CA
536
Claro Advisors
Massachusetts
$737K +$177K +2,710 +32%
DC
537
Destiny Capital
Colorado
$733K -$46.5K -711 -6%
PFS
538
Prospera Financial Services
Texas
$732K -$77.9K -1,190 -10%
Neuberger Berman Group
539
Neuberger Berman Group
New York
$726K -$5.89K -90 -0.8%
RWA
540
Rooted Wealth Advisors
Illinois
$723K -$1.5M -22,433 -67%
KWM
541
Keebeck Wealth Management
Illinois
$723K – – –
CI
542
Clal Insurance
Israel
$720K – – –
AAM
543
Alphadyne Asset Management
New York
$714K -$207K -3,165 -22%
CWM
544
Chesapeake Wealth Management
Virginia
$714K +$62.3K +952 +10%
TPWA
545
TRUE Private Wealth Advisors
Oregon
$707K +$5.17K +79 +0.7%
SSW
546
Stone Summit Wealth
Florida
$706K -$15.1K -230 -2%
TSWM
547
Tyler-Stone Wealth Management
Ohio
$698K +$698K +10,671 New
SLWA
548
San Luis Wealth Advisors
California
$696K -$850 -13 -0.1%
CAM
549
CenterStar Asset Management
Illinois
$694K +$694K +10,603 New
TFA
550
Teamwork Financial Advisors
Texas
$689K +$689K +10,532 New
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