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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 %
PS
676
Principal Securities
Iowa
$466K +$466K +7,364 New
NL
677
NVWM LLC
Pennsylvania
$465K +$465K +7,338 New
BAM
678
Berkshire Asset Management
Pennsylvania
$464K +$99.5K +1,571 +27%
PSIWM
679
Paradigm Strategies in Wealth Management
Minnesota
$464K -$60.5K -955 -12%
ACA
680
Aptus Capital Advisors
Alabama
$463K -$7.66K -121 -2%
LSA
681
Lion Street Advisors
Texas
$461K +$461K +7,284 New
AWM
682
Avitas Wealth Management
California
$459K +$4.62K +73 +1%
SYBT
683
Stock Yards Bank & Trust
Kentucky
$459K +$86K +1,358 +23%
BOM
684
Bank of Marin
California
$457K +$24.6K +388 +6%
YIA
685
YHB Investment Advisors
Connecticut
$455K +$82.6K +1,305 +22%
CW
686
CreativeOne Wealth
Kansas
$452K +$8.61K +136 +2%
NSG
687
Nalls Sherbakoff Group
Tennessee
$452K -$19.3K -305 -4%
BAM
688
Belpointe Asset Management
Nevada
$451K +$25.2K +398 +6%
SSWM
689
Strait & Sound Wealth Management
California
$449K -$1.54K -25 -0.3%
GFA
690
Gallagher Fiduciary Advisors
Illinois
$447K -$15.5K -244 -3%
HHGC
691
Hunting Hill Global Capital
New York
$443K +$443K +7,000 New
CTWM
692
Cherry Tree Wealth Management
Minnesota
$441K -$53K -837 -11%
RMC
693
Regis Management Company
California
$438K -$569K -9,000 -57%
FGA
694
Fortis Group Advisors
New Jersey
$438K +$71.8K +1,083 +20%
WA
695
WealthTrust Axiom
Pennsylvania
$437K +$950 +15 +0.2%
WWM
696
Waterway Wealth Management
Texas
$437K +$437K +6,895 New
BSB
697
Bangor Savings Bank
Maine
$434K -$49K -773 -10%
UCFA
698
United Capital Financial Advisors
Texas
$432K -$99.2K -1,567 -19%
JGUA
699
John G. Ullman & Associates
New York
$431K +$12.7K +200 +3%
MPI
700
Mairs & Power Inc
Minnesota
$423K +$423K +6,685 New
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