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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 %
CL
776
COWA LLC
Oklahoma
$308K +$14.2K +225 +5%
Focus Partners Wealth
777
Focus Partners Wealth
Massachusetts
$308K +$308K +4,862 New
OAM
778
Oppenheimer Asset Management
New York
$307K +$307K +4,847 New
PFA
779
Petra Financial Advisors
Colorado
$307K – – –
PA
780
Pinnacle Associates
New York
$307K +$63 +1 +0%
BFA
781
Beaumont Financial Advisors
Massachusetts
$306K -$6.33K -100 -2%
SOS
782
Silver Oak Securities
Tennessee
$305K +$305K +4,816 New
MMPW
783
Mitchell McLeod Pugh & Williams
Alabama
$302K +$63 +1 +0%
DJSG
784
D.J. St. Germain
Massachusetts
$300K +$237K +3,742 +378%
LA
785
LexAurum Advisors
Kansas
$294K +$1.27K +20 +0.4%
FUBT
786
First United Bank & Trust
Maryland
$294K -$18.7K -295 -6%
APP
787
Avantax Planning Partners
Iowa
$291K -$63 -1 -0%
LFG
788
Larson Financial Group
Missouri
$291K +$83K +1,311 +40%
PMG
789
ProVise Management Group
Florida
$291K -$77.6K -1,226 -21%
GAM
790
Grandview Asset Management
Pennsylvania
$290K -$24.8K -392 -8%
CGA
791
Crescent Grove Advisors
Illinois
$290K -$73.8K -1,166 -20%
DGAM
792
Desjardins Global Asset Management
Quebec, Canada
$289K +$289K +4,567 New
CC
793
Constitution Capital
Connecticut
$288K -$142K -2,250 -33%
GFG
794
Goldstone Financial Group
Illinois
$287K -$8.13M -128,376 -97%
SP
795
Successful Portfolios
Florida
$287K +$24.7K +390 +9%
SQA
796
Simon Quick Advisors
New Jersey
$286K -$14.3K -226 -5%
WPW
797
Waldron Private Wealth
Pennsylvania
$285K -$2.87M -45,286 -91%
WG
798
Welch Group
Alabama
$285K +$285K +4,502 New
NWA
799
Navis Wealth Advisors
New York
$285K -$67.6K -1,068 -19%
SW
800
SteelPeak Wealth
California
$283K -$1.52K -24 -0.5%
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