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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 %
ST
701
Sageworth Trust
Pennsylvania
$421K -$4.43K -70 -1%
M
702
MYeCFO
California
$421K +$57K +900 +16%
LFAS
703
Level Four Advisory Services
Texas
$421K +$62.4K +985 +17%
MAS
704
Madden Advisory Services
Florida
$417K +$103K +1,622 +33%
NW
705
NewEdge Wealth
Pennsylvania
$415K +$415K +6,554 New
VHAM
706
Van Hulzen Asset Management
California
$415K +$415K +6,553 New
EGA
707
E&G Advisors
Texas
$415K -$133K -2,100 -24%
CIC
708
Cutler Investment Counsel
Oregon
$413K +$166K +2,619 +67%
PVI
709
Pine Valley Investments
New Jersey
$411K -$107K -1,690 -21%
BCP
710
Blue Chip Partners
Michigan
$409K +$199K +3,136 +94%
TCM
711
Triumph Capital Management
Colorado
$409K +$123K +1,949 +43%
SCM
712
Spreng Capital Management
Ohio
$409K +$24.7K +390 +6%
AGM
713
Alpine Global Management
New York
$407K +$101K +1,591 +33%
MAWAG
714
Mid-American Wealth Advisory Group
Missouri
$405K -$16.5K -260 -4%
CW
715
Cooksen Wealth
Texas
$401K +$401K +6,334 New
RPCONE
716
Retirement Planning Company of New England
Rhode Island
$397K +$34.5K +545 +10%
BSW
717
Buckingham Strategic Wealth
Missouri
$397K +$93K +1,469 +31%
WANY
718
Wealthspire Advisors (New York)
New York
$394K +$13K +206 +3%
PMEF
719
Point72 Middle East FZE
United Arab Emirates
$391K +$391K +6,169 New
WI
720
Wintrust Investments
Illinois
$389K -$41.6K -657 -10%
Empower Advisory Group
721
Empower Advisory Group
Colorado
$389K – – –
LWM
722
Lodestone Wealth Management
Washington
$387K +$387K +6,108 New
CPIG
723
Chicago Partners Investment Group
Illinois
$387K +$180 +3 +0%
SFG
724
Sovereign Financial Group
Connecticut
$382K +$126K +1,983 +49%
SFM
725
Signet Financial Management
New Jersey
$382K +$123K +1,937 +47%
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