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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 %
RBC
776
Romano Brothers & Co
Illinois
$236K -$8.78K -149 -4%
BP
777
Ballentine Partners
Massachusetts
$236K +$236K +4,001 New
CTA
778
Chesley Taft & Associates
Illinois
$236K – – –
TMWM
779
Taylor & Morgan Wealth Management
Michigan
$233K +$1.89K +32 +0.8%
SCA
780
Snowden Capital Advisors
New York
$232K -$12.9K -219 -5%
CCA
781
Childress Capital Advisors
Texas
$231K – – –
AA
782
Alesco Advisors
New York
$231K +$231K +3,912 New
AAMA
783
Advanced Asset Management Advisors
Ohio
$230K -$6.9K -117 -3%
TWC
784
TD Waterhouse Canada
Ontario, Canada
$230K -$39.5K -703 -15%
CC
785
Cypress Capital
Tennessee
$230K +$25.2K +427 +12%
CIC
786
Cutler Investment Counsel
Oregon
$230K – – –
PP
787
Pacifica Partners
Canada
$230K +$83.3K +1,475 +57%
MWM
788
Merriman Wealth Management
Washington
$229K +$6.19K +105 +3%
T
789
TRUADVICE
Florida
$229K +$229K +3,790 New
CPRC
790
Consolidated Portfolio Review Corp
New York
$227K +$227K +3,854 New
BMCM
791
Bryn Mawr Capital Management
Pennsylvania
$226K – – –
S
792
SignatureFD
Georgia
$226K +$16.4K +279 +8%
CWM
793
Cadence Wealth Management
Massachusetts
$225K +$225K +3,813 New
SJIM
794
St. Johns Investment Management
Florida
$225K +$8.19K +139 +4%
PWM
795
PBMares Wealth Management
Virginia
$223K +$41.8K +710 +23%
HTC
796
Haverford Trust Company
Pennsylvania
$221K +$221K +3,753 New
FNFDCM
797
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$221K – – –
Betterment LLC
798
Betterment LLC
New York
$221K +$9.06K +154 +4%
CA
799
Cornerstone Advisory
Maryland
$220K +$220K +3,740 New
SMC
800
Smith, Moore & Co
Missouri
$220K -$9.25K -157 -4%
30 31
32
33 34