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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 %
PWW
551
Pettyjohn Wood & White
Virginia
$747K – – –
1IA
552
1834 Investment Advisors
Wisconsin
$741K -$11.7K -184 -2%
JE
553
JMAC Enterprises
Pennsylvania
$736K +$5.57K +88 +0.8%
ACA
554
Atlas Capital Advisors
Wyoming
$734K +$85.2K +1,345 +13%
AWA
555
Arete Wealth Advisors
Illinois
$734K +$499K +7,880 +213%
TSWM
556
Tyler-Stone Wealth Management
Ohio
$724K -$14.9K -235 -2%
CIA
557
Cladis Investment Advisory
Montana
$718K +$209K +3,301 +41%
DJYG
558
David J. Yvars Group
Florida
$713K +$1.78K +28 +0.2%
TGAM
559
TBH Global Asset Management
Tennessee
$710K -$6.78K -107 -0.9%
FFS
560
Founders Financial Securities
Maryland
$707K -$305K -4,817 -30%
WAM
561
WNY Asset Management
New York
$706K +$51.2K +809 +8%
BCP
562
Berkeley Capital Partners
Georgia
$704K +$445K +7,027 +172%
BFA
563
Brendel Financial Advisors
New Hampshire
$703K +$19.8K +312 +3%
CWM
564
Chesapeake Wealth Management
Virginia
$702K -$6.33K -100 -0.9%
LIG
565
Lokken Investment Group
Delaware
$697K -$22.2K -351 -3%
TB
566
Treynor Bancshares
Iowa
$696K +$28.7K +632 +4%
TWC
567
TD Waterhouse Canada
Ontario, Canada
$696K +$431K +6,672 +163%
HH
568
Hilltop Holdings
Texas
$694K -$636K -10,047 -48%
CCWA
569
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$690K -$17.9K -283 -3%
MFG
570
Magnus Financial Group
New York
$689K +$51.1K +807 +8%
RSC
571
Red Spruce Capital
Pennsylvania
$689K -$44K -694 -6%
LJAC
572
L.J. Altfest & Co
New York
$688K +$52.4K +827 +8%
TCWA
573
Turtle Creek Wealth Advisors
Texas
$682K +$682K +10,771 New
DC
574
Destiny Capital
Colorado
$679K +$679K +10,725 New
SWP
575
Strategic Wealth Partners
Ohio
$678K -$208K -3,290 -24%
21 22
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