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 %
MF
651
Meridian Financial
Massachusetts
$507K +$203K +3,200 +67%
SWM
652
SeaCrest Wealth Management
New York
$506K -$81.3K -1,260 -14%
AUB
653
Atlantic Union Bankshares
Virginia
$505K -$302K -4,761 -37%
MCM
654
Maple Capital Management
Vermont
$498K -$25.1K -396 -5%
GWM
655
GSB Wealth Management
Connecticut
$497K +$497K +7,850 New
ACM
656
Allred Capital Management
Texas
$495K +$495K +7,815 New
SIA
657
Soltis Investment Advisors
Utah
$495K +$495K +7,814 New
KC
658
Kades & Cheifetz
Pennsylvania
$495K +$58.1K +918 +13%
ACM
659
Arlington Capital Management
Illinois
$494K +$494K +7,808 New
AWM
660
Aries Wealth Management
Maine
$494K -$25.3K -400 -5%
TAM
661
Titleist Asset Management
Texas
$494K -$1.85M -29,159 -79%
RA
662
Rockingstone Advisors
Massachusetts
$491K -$5.38K -85 -1%
MMG
663
Monetary Management Group
Missouri
$489K – – –
SAW
664
Signal Advisors Wealth
Michigan
$488K +$488K +7,707 New
FFA
665
First Foundation Advisors
California
$482K +$482K +7,617 New
AFO
666
Allie Family Office
Florida
$480K – – –
AC
667
AlphaCore Capital
California
$479K -$1.71K -27 -0.4%
PF
668
Phoenix Financial
Israel
$477K +$477K +7,539 New
CWM
669
Connecticut Wealth Management
Connecticut
$475K +$475K +7,500 New
SW
670
Signify Wealth
Missouri
$473K +$473K +7,473 New
USCWA
671
U.S. Capital Wealth Advisors
Texas
$473K +$40.3K +636 +9%
OCPWS
672
One Charles Private Wealth Services
Massachusetts
$472K -$448K -7,069 -49%
CCFM
673
Clear Creek Financial Management
Washington
$471K +$3.04K +48 +0.6%
SLC
674
Second Line Capital
Louisiana
$468K +$468K +7,392 New
PBK
675
Peoples Bank (Kansas)
Kansas
$467K -$4.81K -76 -1%
25 26
27
28 29