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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 %
HSA
601
HBK Sorce Advisory
Pennsylvania
$578K -$213K -3,258 -27%
EGA
602
E&G Advisors
Texas
$573K +$13.1K +200 +2%
KC
603
Kenfarb & Co
Kentucky
$572K – – –
HIA
604
Harbor Investment Advisory
Maryland
$572K +$247K +3,771 +76%
CGH
605
CMG Global Holdings
Texas
$566K +$9.82K +150 +2%
DLHL
606
Donald L. Hagan LLC
Florida
$552K +$239K +3,659 +77%
CTWM
607
Cherry Tree Wealth Management
Minnesota
$552K +$552K +8,437 New
WCM
608
Windsor Capital Management
Arizona
$551K -$17K -260 -3%
UAS
609
United Asset Strategies
New York
$549K -$3.94M -60,217 -88%
PSIWM
610
Paradigm Strategies in Wealth Management
Minnesota
$547K -$9.16K -140 -2%
FNBOH
611
First National Bank of Hutchinson
Kansas
$540K +$4.19K +64 +0.8%
GKWIM
612
Gerber Kawasaki Wealth & Investment Management
California
$538K -$42K -642 -7%
GT
613
Greenleaf Trust
Michigan
$536K – – –
WANY
614
Wealthspire Advisors (New York)
New York
$532K +$28.9K +441 +6%
MCM
615
Maple Capital Management
Vermont
$531K +$41.6K +636 +9%
PWP
616
Phillips Wealth Planners
Mississippi
$528K +$102K +1,552 +24%
MMG
617
Monetary Management Group
Missouri
$525K – – –
TCA
618
Taconic Capital Advisors
New York
$524K +$524K +8,000 New
MWM
619
Meridian Wealth Management
Kentucky
$521K -$7.2K -110 -1%
AWM
620
Avitas Wealth Management
California
$520K +$5.24K +80 +1%
RA
621
Rockingstone Advisors
Massachusetts
$519K -$16.8K -257 -3%
LSA
622
Lion Street Advisors
Texas
$518K +$67.3K +1,006 +15%
BSB
623
Bangor Savings Bank
Maine
$517K -$13.7K -209 -3%
PSCM
624
Per Stirling Capital Management
Texas
$511K – – –
WP
625
WealthSource Partners
California
$511K +$132K +2,015 +35%
23 24
25
26 27