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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 %
BAM
576
Belpointe Asset Management
Nevada
$639K -$371K -5,673 -37%
AFA
577
American Financial Advisors
Georgia
$635K -$146K -2,228 -19%
SIC
578
Salem Investment Counselors
North Carolina
$634K -$65 -1 -0%
ICP
579
Interchange Capital Partners
Pennsylvania
$632K +$67.3K +1,026 +12%
VVP
580
Venture Visionary Partners
Ohio
$631K -$1.14M -17,483 -64%
HCMG
581
Howard Capital Management Group
California
$630K +$316K +4,836 +101%
GWM
582
Geneos Wealth Management
Colorado
$624K +$71.6K +1,094 +13%
SWM
583
Silverlake Wealth Management
Vermont
$623K +$623K +9,520 New
EAM
584
Evanson Asset Management
California
$623K +$25.3K +387 +4%
3LCM
585
3D/L Capital Management
Connecticut
$621K -$276K -4,217 -31%
NCM
586
Novare Capital Management
North Carolina
$612K +$115K +1,755 +23%
LIG
587
Lokken Investment Group
Delaware
$608K +$69.3K +1,059 +13%
RIA
588
Realta Investment Advisors
Delaware
$607K +$29.9K +457 +5%
Marshall Wace
589
Marshall Wace
United Kingdom
$602K +$602K +9,200 New
CAL
590
Capital Analysts LLC
Pennsylvania
$600K -$182K -2,794 -23%
AWM
591
Axxcess Wealth Management
California
$600K -$68.8K -1,052 -10%
SC
592
Stolper & Co
Oklahoma
$598K -$17.2K -262 -3%
FA
593
FDx Advisors
Illinois
$597K +$152K +2,328 +34%
BFEC
594
Benjamin F. Edwards & Company
Missouri
$586K +$18.5K +282 +3%
PWM
595
Prentice Wealth Management
New York
$584K +$18.5K +282 +3%
PA
596
Procyon Advisors
Connecticut
$584K -$207K -3,170 -26%
SC
597
Scotia Capital
Ontario, Canada
$583K -$61.8K -944 -10%
RWP
598
RWA Wealth Partners
Massachusetts
$582K +$582K +8,900 New
AIM
599
AHL Investment Management
Florida
$581K +$353K +5,390 +155%
WPC
600
White Pine Capital
Minnesota
$578K +$17.1K +262 +3%
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