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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 %
PT
751
Plimoth Trust
Massachusetts
$346K +$22.3K +352 +7%
SCM
752
Steele Capital Management
Iowa
$345K +$345K +5,450 New
TNB
753
Thomasville National Bank
Georgia
$344K -$24.5K -387 -7%
DBRC
754
D.B. Root & Company
Pennsylvania
$340K -$33.1K -522 -9%
EFA
755
Evernest Financial Advisors
Indiana
$340K +$340K +5,361 New
Vontobel Holding
756
Vontobel Holding
Switzerland
$337K -$14.7K -232 -4%
OFS
757
Orrstown Financial Services
Pennsylvania
$334K +$334K +5,275 New
ISL
758
Ingalls & Snyder LLC
New York
$333K – – –
NAM
759
NTV Asset Management
West Virginia
$332K – – –
CWM
760
Centric Wealth Management
Illinois
$331K +$331K +5,494 New
ST
761
Spinnaker Trust
Maine
$326K – – –
CAG
762
Crestwood Advisors Group
Massachusetts
$326K -$120K -1,899 -27%
MWM
763
Marietta Wealth Management
Georgia
$325K +$325K +5,138 New
ICP
764
Interchange Capital Partners
Pennsylvania
$321K -$244K -3,252 -43%
CCM
765
Cox Capital Management
Massachusetts
$321K +$321K +5,069 New
HAS
766
HBW Advisory Services
California
$321K +$7.72K +122 +2%
HWAM
767
Hennion & Walsh Asset Management
New Jersey
$321K – – –
CSIC
768
Clifford Swan Investment Counsel
California
$318K – – –
OIS
769
Okabena Investment Services
Minnesota
$316K +$316K +4,995 New
BBA
770
BLB&B Advisors
Pennsylvania
$315K – – –
MGIA
771
Moneta Group Investment Advisors
Missouri
$314K -$7.6K -120 -2%
HFA
772
High Falls Advisors
New York
$314K +$1.46K +23 +0.5%
ATFA
773
All Terrain Financial Advisors
Minnesota
$313K +$697 +11 +0.2%
Fisher Asset Management
774
Fisher Asset Management
Washington
$310K -$1.54M -24,295 -83%
H
775
HoyleCohen
California
$310K +$24.1K +380 +8%
29 30
31
32 33