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 %
BFEC
726
Benjamin F. Edwards & Company
Missouri
$380K -$290K -4,582 -43%
NCM
727
Novare Capital Management
North Carolina
$379K +$124K +1,960 +49%
NFP
728
Narus Financial Partners
Utah
$379K -$867K -13,687 -70%
CFO
729
Colony Family Offices
North Carolina
$372K +$372K +5,876 New
SFA
730
Sequoia Financial Advisors
Ohio
$372K +$29.4K +465 +9%
1WM
731
1900 Wealth Management
Texas
$370K – – –
JIR
732
James Investment Research
Ohio
$368K +$368K +5,812 New
SAG
733
SageView Advisory Group
California
$368K -$601K -9,760 -62%
FFA
734
Florida Financial Advisors
Florida
$363K +$363K +5,744 New
NC
735
NovaPoint Capital
Georgia
$362K +$362K +5,715 New
GC
736
Grimes & Company
Massachusetts
$361K +$2.6K +41 +0.7%
CTB
737
Country Trust Bank
Illinois
$359K +$330K +5,204 +1,114%
9WM
738
9258 Wealth Management
Ohio
$356K -$292K -4,611 -45%
GT
739
Glenview Trust
Kentucky
$355K +$355K +5,609 New
GA
740
GFS Advisors
Texas
$355K +$1.65K +26 +0.5%
CST
741
Charles Schwab Trust
Nevada
$355K – – –
VWMG
742
Virginia Wealth Management Group
Virginia
$354K +$354K +5,590 New
CFG
743
CKW Financial Group
Hawaii
$354K – – –
RA
744
RFG Advisory
Alabama
$353K +$353K +5,576 New
AFA
745
American Financial Advisors
Georgia
$352K -$5.19K -82 -1%
CC
746
Centiva Capital
New York
$352K +$352K +5,556 New
PG
747
Patten Group
Tennessee
$351K +$43.4K +686 +14%
RWM
748
Ritholtz Wealth Management
New York
$350K -$169K -2,675 -33%
VCP
749
Verus Capital Partners
Arizona
$348K -$126K -1,993 -27%
ICG
750
InterOcean Capital Group
Tennessee
$347K +$2.03K +32 +0.6%
28 29
30
31 32