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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 %
TA
626
TrueWealth Advisors
Alabama
$438K +$22.2K +377 +5%
3LCM
627
3D/L Capital Management
Connecticut
$437K -$122K -2,078 -22%
GFA
628
Gallagher Fiduciary Advisors
Illinois
$430K +$100K +1,698 +30%
SSWM
629
Strait & Sound Wealth Management
California
$430K -$471 -8 -0.1%
FA
630
FDx Advisors
Illinois
$429K -$109K -1,848 -20%
SIS
631
Strategic Investment Solutions
Illinois
$426K +$420K +6,510 +6,200%
GKWIM
632
Gerber Kawasaki Wealth & Investment Management
California
$424K -$60.9K -1,034 -13%
AWM
633
Avitas Wealth Management
California
$423K -$45.4K -770 -10%
MTC
634
McDaniel Terry & Co
Texas
$416K – – –
CAG
635
Crestwood Advisors Group
Massachusetts
$416K +$416K +7,053 New
CW
636
CreativeOne Wealth
Kansas
$413K -$937K -15,878 -69%
KC
637
Kades & Cheifetz
Pennsylvania
$406K -$15.5K -263 -4%
WA
638
WealthTrust Axiom
Pennsylvania
$406K – – –
USCWA
639
U.S. Capital Wealth Advisors
Texas
$402K +$2.89K +49 +0.7%
BOM
640
Bank of Marin
California
$402K +$34.1K +579 +9%
WI
641
Wintrust Investments
Illinois
$401K -$181K -3,074 -31%
CC
642
Constitution Capital
Connecticut
$401K -$2.95K -50 -0.7%
BAM
643
Belpointe Asset Management
Nevada
$397K -$178K -3,026 -31%
ST
644
Sageworth Trust
Pennsylvania
$396K -$2.24K -38 -0.6%
BCA
645
Bay Colony Advisors
Massachusetts
$391K -$59.9K -1,016 -13%
JGUA
646
John G. Ullman & Associates
New York
$389K -$58.3K -990 -13%
MAM
647
MWA Asset Management
Massachusetts
$387K +$387K +6,565 New
MAWAG
648
Mid-American Wealth Advisory Group
Missouri
$385K -$4.42M -76,474 -92%
JIP
649
Jaffetilchin Investment Partners
Florida
$383K -$36.6K -621 -9%
SCP
650
Silverleafe Capital Partners
Tennessee
$383K +$825 +14 +0.2%
24 25
26
27 28