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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$647M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$196M
4
WA
4
WestEnd Advisors
North Carolina
$149M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$148M

Top Sellers

1
Citigroup
1
Citigroup
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$8.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$632M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
751
Institute for Wealth Management
Colorado
$284K – – –
EWM
752
Evercore Wealth Management
New York
$282K +$88.3K +1,350 +46%
HBW
753
Hazlett, Burt & Watson
West Virginia
$282K – – –
EA
754
Ellsworth Advisors
Ohio
$281K +$2.29K +35 +0.8%
ACM
755
Advance Capital Management
Michigan
$281K – – –
Bank of Nova Scotia
756
Bank of Nova Scotia
Ontario, Canada
$279K +$18.7K +285 +7%
AFAS
757
Acorn Financial Advisory Services
Virginia
$277K +$277K +4,235 New
H
758
HoyleCohen
California
$276K -$6.15K -94 -2%
RWP
759
Ridgecrest Wealth Partners
California
$276K – – –
MC
760
Mathes Company
New York
$275K +$275K +4,200 New
WCF
761
West Coast Financial
California
$275K +$275K +4,200 New
NFG
762
Nations Financial Group
Iowa
$273K +$4.78K +73 +2%
PP
763
Patron Partners
Texas
$272K -$1.51K -23 -0.5%
PIMG
764
Patriot Investment Management Group
Tennessee
$272K -$51.7K -790 -16%
SFM
765
Signet Financial Management
New Jersey
$272K +$272K +4,160 New
RBC
766
Romano Brothers & Co
Illinois
$272K +$16.4K +251 +6%
SCA
767
Snowden Capital Advisors
New York
$272K -$2.09K -32 -0.8%
SDWMA
768
Schneider Downs Wealth Management Advisors
Pennsylvania
$268K – – –
TCM
769
Triumph Capital Management
Colorado
$268K -$540K -8,255 -67%
BCP
770
Berkeley Capital Partners
Georgia
$268K +$131 +2 +0%
AC
771
Aristides Capital
Kentucky
$268K +$268K +4,097 New
ARC
772
Advisor Resource Council
Texas
$268K -$4.91M -75,059 -95%
AIP
773
ARS Investment Partners
New York
$267K +$262 +4 +0.1%
SP
774
Successful Portfolios
Florida
$267K -$74.5K -1,139 -22%
BAM
775
Berkshire Asset Management
Pennsylvania
$265K +$45.8K +700 +21%
29 30
31
32 33