XLU icon

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 %
SLWA
576
San Luis Wealth Advisors
California
$677K -$1.2K -19 -0.2%
MSAM
577
Moloney Securities Asset Management
Missouri
$677K +$133K +2,097 +24%
MUMSS
578
Mitsubishi UFJ Morgan Stanley Securities
Japan
$674K +$674K +10,640 New
DBIA
579
Dumont & Blake Investment Advisors
New Jersey
$669K -$63.4K -1,000 -9%
BCA
580
Bay Colony Advisors
Massachusetts
$668K +$247K +3,901 +59%
CCM
581
CAAS Capital Management
New York
$666K +$666K +10,512 New
TPWA
582
TRUE Private Wealth Advisors
Oregon
$651K +$1.27K +20 +0.2%
CB
583
Centennial Bank
Arkansas
$650K -$152K -2,401 -19%
PIA
584
Powell Investment Advisors
Florida
$647K – – –
CCWM
585
Correct Capital Wealth Management
Missouri
$646K +$646K +10,205 New
CWM
586
Comprehensive Wealth Management
Washington
$646K -$17.9K -282 -3%
AWM
587
Abound Wealth Management
Tennessee
$644K -$8.19M -129,356 -93%
RVPG
588
Relative Value Partners Group
$643K +$15.9K +251 +3%
EL
589
Essex LLC
Illinois
$642K +$127K +1,998 +25%
FSA
590
Franklin Street Advisors
North Carolina
$640K -$105K -1,660 -14%
PAMG
591
Patton Albertson Miller Group
Tennessee
$640K -$5.64K -89 -0.9%
TYCC
592
Texas Yale Capital Corp
Florida
$638K – – –
KWM
593
Keating Wealth Management
Colorado
$636K +$636K +10,050 New
TW
594
Transform Wealth
Colorado
$634K +$634K +10,004 New
RCA
595
Resonant Capital Advisors
Wisconsin
$633K – – –
CCMW
596
Cypress Capital Management (Wyoming)
Wyoming
$631K -$73.9K -1,167 -10%
IAIM
597
International Assets Investment Management
Florida
$630K -$6.7M -105,861 -91%
SWA
598
Stratos Wealth Advisors
Ohio
$629K +$28.9K +457 +5%
CFS
599
CRA Financial Services
New Jersey
$628K -$4.75K -75 -0.8%
MCM
600
MontVue Capital Management
Virginia
$623K +$623K +9,836 New
22 23
24
25 26