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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 %
AAMA
776
Advanced Asset Management Advisors
Ohio
$263K +$7.72K +118 +3%
CTA
777
Chesley Taft & Associates
Illinois
$262K – – –
CGIM
778
Cannon Global Investment Management
Florida
$262K +$262K +4,000 New
BP
779
Broadleaf Partners
Ohio
$261K -$1.4M -21,362 -84%
SFG
780
Sovereign Financial Group
Connecticut
$261K +$261K +3,990 New
BCV
781
Banque Cantonale Vaudoise
Switzerland
$259K +$128K +1,985 +98%
MMA
782
Miracle Mile Advisors
California
$258K -$109K -1,672 -30%
BA
783
Bridge Advisory
California
$258K -$12.6K -192 -5%
TMWM
784
Taylor & Morgan Wealth Management
Michigan
$257K +$2.09K +32 +0.8%
CCA
785
Childress Capital Advisors
Texas
$256K +$256K +3,913 New
CIC
786
Cutler Investment Counsel
Oregon
$255K – – –
SMC
787
Smith, Moore & Co
Missouri
$255K +$196 +3 +0.1%
IF
788
Intrua Financial
Texas
$254K +$254K +3,885 New
ZCM
789
Ziegler Capital Management
Illinois
$254K -$22.9K -350 -8%
BMCM
790
Bryn Mawr Capital Management
Pennsylvania
$251K +$9.82K +150 +4%
WC
791
Waterloo Capital
Texas
$251K -$20.7K -317 -8%
Wealth Enhancement Advisory Services
792
Wealth Enhancement Advisory Services
Minnesota
$249K -$62.5K -955 -20%
MWM
793
Merriman Wealth Management
Washington
$247K – – –
SIA
794
Soltis Investment Advisors
Utah
$246K +$246K +3,752 New
FNFDCM
795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K – – –
SIGI
796
Susquehanna International Group (Ireland)
Ireland
$244K +$244K +3,736 New
FPW
797
Flagship Private Wealth
Massachusetts
$244K -$180K -2,751 -42%
MIM
798
MTM Investment Management
South Carolina
$244K +$1.83K +28 +0.8%
TCM
799
Tuttle Capital Management
Connecticut
$244K -$22.2K -339 -8%
MG
800
Mather Group
Illinois
$244K -$782K -11,945 -76%
30 31
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