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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$202M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$177M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$102M
4
Morgan Stanley
Morgan Stanley
New York
+$91.6M
5
BGDI
BW Gestao de Investimentos
Brazil
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$119M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$115M
3
Ameriprise
Ameriprise
Minnesota
-$83.8M
4
Barclays
Barclays
United Kingdom
-$74.9M
5
SEIA
Signature Estate & Investment Advisors
California
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
576
AHL Investment Management
Florida
$523K – – –
GWM
577
Geneos Wealth Management
Colorado
$516K -$46K -781 -8%
WPC
578
White Pine Capital
Minnesota
$514K -$5.89K -100 -1%
BEI
579
Benjamin Edwards Inc
Missouri
$512K -$858K -14,551 -63%
DI
580
Diligent Investors
California
$511K +$205K +3,472 +67%
SL
581
Salomon & Ludwin
Virginia
$510K +$325K +5,474 +176%
EGA
582
E&G Advisors
Texas
$510K -$5.89K -100 -1%
CGH
583
CMG Global Holdings
Texas
$509K -$236 -4 -0%
MSAM
584
Moloney Securities Asset Management
Missouri
$506K -$76.1K -1,291 -13%
KC
585
Kenfarb & Co
Kentucky
$504K -$11.8K -200 -2%
LCM
586
Lunt Capital Management
Utah
$503K +$503K +8,536 New
WCM
587
Windsor Capital Management
Arizona
$502K +$5.36K +91 +1%
GCP
588
GSA Capital Partners
United Kingdom
$501K +$501K +8,500 New
ACP
589
Aveo Capital Partners
Colorado
$499K -$211K -3,575 -30%
UCFA
590
United Capital Financial Advisors
Texas
$494K -$2.01M -34,033 -80%
AWM
591
Aries Wealth Management
Maine
$491K +$119K +1,994 +32%
PSIWM
592
Paradigm Strategies in Wealth Management
Minnesota
$488K -$5.25K -89 -1%
KP
593
Keel Point
Alabama
$487K -$359K -6,098 -42%
MCM
594
Maple Capital Management
Vermont
$487K +$8.43K +143 +2%
FNBOH
595
First National Bank of Hutchinson
Kansas
$487K – – –
ACI
596
Alpha Cubed Investments
California
$487K -$1.39M -23,606 -74%
WT
597
Whittier Trust
California
$487K +$51.3K +870 +12%
CAL
598
Capital Analysts LLC
Pennsylvania
$485K -$56.4K -958 -10%
RWM
599
Ritholtz Wealth Management
New York
$483K +$483K +8,201 New
PVI
600
Pine Valley Investments
New Jersey
$482K +$264K +4,477 +121%
22 23
24
25 26