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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 %
EWM
751
Evercore Wealth Management
New York
$254K – – –
IFWM
752
Institute for Wealth Management
Colorado
$254K -$1.71K -29 -0.7%
AIP
753
ARS Investment Partners
New York
$253K +$12.1K +205 +5%
TRCT
754
Tower Research Capital (TRC)
New York
$251K -$5.27M -89,350 -95%
RWP
755
Ridgecrest Wealth Partners
California
$249K – – –
MC
756
Mathes Company
New York
$248K – – –
WCF
757
West Coast Financial
California
$248K – – –
AFAS
758
Acorn Financial Advisory Services
Virginia
$247K -$1.11K -19 -0.4%
HWP
759
Heritage Wealth Partners
Ohio
$245K -$47.4K -805 -16%
SS
760
Sunbelt Securities
Texas
$245K -$95.1K -1,614 -28%
SP
761
Successful Portfolios
Florida
$244K +$3.36K +57 +1%
CCG
762
Coastwise Capital Group
California
$243K +$243K +4,116 New
SDWMA
763
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K – – –
AC
764
Aristides Capital
Kentucky
$241K – – –
SFM
765
Signet Financial Management
New Jersey
$241K -$4.13K -70 -2%
BCP
766
Berkeley Capital Partners
Georgia
$241K -$648 -11 -0.3%
VFA
767
Valeo Financial Advisors
Indiana
$240K +$21.8K +370 +10%
NL
768
NWAM LLC
Washington
$240K -$1.03M -17,502 -81%
BCV
769
Banque Cantonale Vaudoise
Switzerland
$239K +$3.47K +59 +1%
SFG
770
Sovereign Financial Group
Connecticut
$239K +$3.42K +58 +1%
IF
771
Intrua Financial
Texas
$238K +$9.25K +157 +4%
NCM
772
Novare Capital Management
North Carolina
$237K -$314K -5,320 -57%
IP
773
Ignite Planners
California
$237K +$53.7K +952 +29%
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$236K -$35.2K -597 -13%
CCB
775
Country Club Bank
Missouri
$236K +$17K +289 +8%
29 30
31
32 33