XLU icon

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 %
S
826
SignatureFD
Georgia
$233K +$46.3K +708 +25%
FNT
827
First National Trust
Pennsylvania
$231K -$47.8K -730 -17%
HAS
828
HBW Advisory Services
California
$231K +$2.42K +37 +1%
JPLA
829
Joseph P. Lucia & Associates
New York
$231K -$34.5K -527 -13%
WA
830
Wambolt & Associates
Colorado
$230K -$20K -306 -8%
TPW
831
Transatlantique Private Wealth
New York
$229K – – –
LWM
832
Laidlaw Wealth Management
New York
$229K -$26K -397 -10%
CC
833
Cypress Capital
Tennessee
$227K -$95.1K -1,453 -29%
CAG
834
Curtis Advisory Group
California
$227K -$234K -3,579 -51%
GFS
835
GYL Financial Synergies
Connecticut
$227K – – –
CB
836
Community Bank
New York
$227K – – –
BIP
837
Blueprint Investment Partners
North Carolina
$227K +$227K +3,464 New
AAS
838
Annex Advisory Services
Wisconsin
$226K – – –
OSNBOA
839
Old Second National Bank of Aurora
Illinois
$222K -$26.6K -407 -11%
BWP
840
Balboa Wealth Partners
Arizona
$221K +$221K +3,379 New
BDF
841
Black Diamond Financial
Maryland
$220K +$327 +5 +0.1%
RBFC
842
Roman Butler Fullerton & Co
Missouri
$219K -$19.7K -298 -8%
GC
843
Guidance Capital
Kentucky
$219K +$219K +3,384 New
EA
844
Eudaimonia Advisors
Tennessee
$217K – – –
CCM
845
Chilton Capital Management
Texas
$215K -$11.3K -173 -5%
KLCM
846
KG&L Capital Management
Louisiana
$213K +$4.32K +66 +2%
GA
847
Goldstein Advisors
Wisconsin
$213K +$1.31K +20 +0.6%
IP
848
Ignite Planners
California
$213K -$1.67M -25,482 -89%
ERIM
849
Eagle Ridge Investment Management
Connecticut
$211K – – –
BFA
850
Bragg Financial Advisors
North Carolina
$210K +$12.1K +185 +6%
32 33
34
35 36