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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 %
PT
701
Plimoth Trust
Massachusetts
$301K +$86.7K +1,471 +40%
MGIA
702
Moneta Group Investment Advisors
Missouri
$300K -$7.25K -123 -2%
HWAM
703
Hennion & Walsh Asset Management
New Jersey
$298K – – –
CSIC
704
Clifford Swan Investment Counsel
California
$296K – – –
LFM
705
Lumina Fund Management
New York
$295K +$295K +5,000 New
WA
706
Waverly Advisors
Alabama
$294K +$295 +5 +0.1%
GAM
707
Grandview Asset Management
Pennsylvania
$293K -$16K -271 -5%
BBA
708
BLB&B Advisors
Pennsylvania
$293K – – –
MAS
709
Madden Advisory Services
Florida
$292K +$292K +4,958 New
HAS
710
HBW Advisory Services
California
$292K +$83.4K +1,414 +40%
FUBT
711
First United Bank & Trust
Maryland
$291K -$21.4K -363 -7%
HFA
712
High Falls Advisors
New York
$291K +$1.18K +20 +0.4%
BFA
713
Beaumont Financial Advisors
Massachusetts
$290K +$118 +2 +0%
ATFA
714
All Terrain Financial Advisors
Minnesota
$290K +$530 +9 +0.2%
CG
715
Colony Group
Massachusetts
$287K – – –
PG
716
Patten Group
Tennessee
$286K -$61.9K -1,051 -18%
RAG
717
RIA Advisory Group
Iowa
$286K -$19K -323 -6%
PFA
718
Petra Financial Advisors
Colorado
$286K -$12.1K -206 -4%
PA
719
Pinnacle Associates
New York
$285K -$11.8K -200 -4%
AGM
720
Alpine Global Management
New York
$285K -$295K -5,003 -51%
CWM
721
Cedar Wealth Management
California
$284K – – –
MF
722
Meridian Financial
Massachusetts
$283K +$11.8K +200 +4%
BSW
723
Buckingham Strategic Wealth
Missouri
$283K -$106K -1,799 -27%
MMPW
724
Mitchell McLeod Pugh & Williams
Alabama
$281K +$1.06K +18 +0.4%
NFG
725
Nations Financial Group
Iowa
$280K +$34.6K +587 +14%
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