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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 %
FFA
626
Fairfield Financial Advisors
Massachusetts
$505K +$17.7K +270 +4%
BCA
627
Bay Colony Advisors
Massachusetts
$501K -$101K -1,543 -17%
JGUA
628
John G. Ullman & Associates
New York
$497K +$70.2K +1,072 +16%
AC
629
AlphaCore Capital
California
$496K +$494K +7,556 +25,187%
CCFM
630
Clear Creek Financial Management
Washington
$495K -$38.2K -583 -7%
KFGK
631
Keystone Financial Group (Kentucky)
Kentucky
$487K +$487K +7,449 New
WT
632
Whittier Trust
California
$483K +$13K +198 +3%
NSG
633
Nalls Sherbakoff Group
Tennessee
$482K – – –
CIA
634
Cladis Investment Advisory
Montana
$480K +$131 +2 +0%
SSWM
635
Strait & Sound Wealth Management
California
$478K +$223K +3,408 +87%
RHP
636
Royal Harbor Partners
Texas
$476K -$12.1K -185 -2%
EIA
637
Eldridge Investment Advisors
New Hampshire
$474K – – –
AFO
638
Allie Family Office
Florida
$472K +$9.49K +145 +2%
SFA
639
Sequoia Financial Advisors
Ohio
$471K -$69.8K -1,067 -13%
BFG
640
Berger Financial Group
Minnesota
$470K +$11.6K +177 +3%
KC
641
Kades & Cheifetz
Pennsylvania
$468K -$4.12K -63 -0.9%
EWM
642
Endurance Wealth Management
Rhode Island
$467K -$35.3K -540 -7%
WIM
643
Westside Investment Management
California
$466K – – –
JIP
644
Jaffetilchin Investment Partners
Florida
$466K +$20.5K +314 +5%
TA
645
TrueWealth Advisors
Alabama
$462K -$17.4K -266 -4%
MTC
646
McDaniel Terry & Co
Texas
$462K +$136K +2,079 +42%
JHCP
647
Jackson Hole Capital Partners
Oklahoma
$460K -$28.3K -432 -6%
MWPCG
648
Measured Wealth Private Client Group
New Hampshire
$457K -$133K -2,025 -22%
EL
649
Essex LLC
Illinois
$454K -$39K -596 -8%
RPCONE
650
Retirement Planning Company of New England
Rhode Island
$454K -$3.4K -52 -0.7%
24 25
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