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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 %
PFS
526
Prospera Financial Services
Texas
$816K +$73.8K +1,166 +10%
NCM
527
Noesis Capital Mangement
Florida
$813K -$41.2K -650 -5%
RWP
528
RWA Wealth Partners
Massachusetts
$813K +$249K +3,938 +44%
SI
529
Stephens Inc
Arkansas
$811K -$152K -2,396 -16%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$810K +$93.2K +1,472 +13%
SIC
531
Samalin Investment Counsel
New York
$805K +$4.94K +78 +0.6%
AF
532
Apexium Financial
Texas
$800K -$2.72K -43 -0.3%
Neuberger Berman Group
533
Neuberger Berman Group
New York
$799K +$30.1K +475 +4%
KFGK
534
Keystone Financial Group (Kentucky)
Kentucky
$792K +$200K +3,158 +34%
GVAG
535
Great Valley Advisor Group
Delaware
$787K -$31.5K -497 -4%
Fidelity International
536
Fidelity International
Bermuda
$783K -$27.8K -439 -3%
BL
537
BFSG LLC
California
$783K -$2.98K -47 -0.4%
Westfield Capital Management
538
Westfield Capital Management
Massachusetts
$780K – – –
S4W
539
Solutions 4 Wealth
Texas
$780K +$780K +12,318 New
MSWM
540
McGlone Suttner Wealth Management
Wisconsin
$777K +$887 +14 +0.1%
QFA
541
Quattro Financial Advisors
Texas
$770K -$163M -13,371 -100%
MFG
542
Midwest Financial Group
Kansas
$769K -$31.5K -498 -4%
WWA
543
WCG Wealth Advisors
Nevada
$768K +$768K +12,127 New
AWA
544
Arkadios Wealth Advisors
Georgia
$767K +$49.3K +779 +7%
JGIA
545
Jackson Grant Investment Advisers
Connecticut
$765K +$4.5K +71 +0.6%
IFA
546
Interactive Financial Advisors
Illinois
$762K -$1.35M -16,662 -64%
4WM
547
4J Wealth Management
Virginia
$756K +$756K +11,945 New
SFG
548
SNS Financial Group
Minnesota
$749K -$448K -7,079 -37%
FTC
549
Farmers Trust Company
Ohio
$747K -$4.12K -65 -0.5%
MBI
550
May Barnhard Investments
Maryland
$747K +$747K +11,797 New
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