XLU icon

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 %
SG Americas Securities
651
SG Americas Securities
New York
$381K -$4.9M -83,115 -93%
SFP
652
Shepherd Financial Partners
Massachusetts
$376K -$766 -13 -0.2%
PSCM
653
Per Stirling Capital Management
Texas
$376K -$84.5K -1,434 -18%
VVP
654
Venture Visionary Partners
Ohio
$371K -$197K -3,346 -35%
CPIG
655
Chicago Partners Investment Group
Illinois
$371K +$13K +226 +4%
PCM
656
Penserra Capital Management
California
$370K +$370K +6,288 New
NFSG
657
Newbridge Financial Services Group
Florida
$365K -$235K -3,987 -39%
FGA
658
Fortis Group Advisors
New Jersey
$365K -$743K -11,265 -67%
WC
659
Wexford Capital
Florida
$364K +$364K +6,179 New
Empower Advisory Group
660
Empower Advisory Group
Colorado
$362K -$40.3K -684 -10%
SCM
661
Spreng Capital Management
Ohio
$358K – – –
WANY
662
Wealthspire Advisors (New York)
New York
$354K -$125K -2,119 -26%
JCM
663
J2 Capital Management
Michigan
$354K – – –
QC
664
QCM Cayman
Texas
$354K +$354K +5,999 New
SFPG
665
Stonebridge Financial Planning Group
Florida
$352K -$47.7K -810 -12%
LC
666
Lavaca Capital
Texas
$351K +$5.42K +92 +2%
FFA
667
Fairfield Financial Advisors
Massachusetts
$350K -$105K -1,784 -23%
SYBT
668
Stock Yards Bank & Trust
Kentucky
$347K -$56.3K -955 -14%
DBRC
669
D.B. Root & Company
Pennsylvania
$347K +$21.2K +360 +7%
YIA
670
YHB Investment Advisors
Connecticut
$346K -$53.9K -915 -13%
1WM
671
1900 Wealth Management
Texas
$345K +$345K +5,846 New
FWCM
672
Ferguson Wellman Capital Management
Oregon
$343K -$1.04M -17,646 -75%
TNB
673
Thomasville National Bank
Georgia
$343K +$3.89K +66 +1%
PMG
674
ProVise Management Group
Florida
$343K -$6.25K -106 -2%
RFA
675
Resurgent Financial Advisors
Georgia
$342K +$247K +4,191 +259%
25 26
27
28 29