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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 %
PAI
826
Pittenger & Anderson Inc
Nebraska
$261K -$253K -4,000 -49%
FAB
827
First American Bank
Illinois
$260K +$260K +4,109 New
PP
828
Pacifica Partners
Canada
$260K +$4.15K +66 +2%
SDWMA
829
Schneider Downs Wealth Management Advisors
Pennsylvania
$260K – – –
FFA
830
Fragasso Financial Advisors
Pennsylvania
$259K +$259K +4,090 New
NL
831
NWAM LLC
Washington
$258K +$253 +4 +0.1%
Jones Financial Companies
832
Jones Financial Companies
Missouri
$256K +$187K +2,949 +271%
HFS
833
Horizon Financial Services
North Carolina
$255K +$23.4K +370 +10%
CTA
834
Chesley Taft & Associates
Illinois
$253K – – –
TWA
835
Talisman Wealth Advisors
New Jersey
$253K +$253K +3,993 New
TMWM
836
Taylor & Morgan Wealth Management
Michigan
$253K +$2.41K +38 +1%
AFAS
837
Acorn Financial Advisory Services
Virginia
$252K -$15.5K -244 -6%
SEIA
838
Signature Estate & Investment Advisors
California
$252K -$258K -4,073 -51%
FDCDDQ
839
Federation des caisses Desjardins du Quebec
Quebec, Canada
$251K +$61.1K +965 +32%
CKAIS
840
Christensen King & Associates Investment Services
Washington
$251K +$251K +3,956 New
DDC
841
DF Dent & Co
Maryland
$250K +$250K +3,950 New
FLPIM
842
F.L. Putnam Investment Management
Massachusetts
$249K +$249K +3,935 New
KLCM
843
KG&L Capital Management
Louisiana
$249K +$24.3K +384 +11%
AWM
844
Alterna Wealth Management
Texas
$247K +$247K +3,900 New
WTB
845
Washington Trust Bank
Washington
$246K +$11.1K +175 +5%
NFSG
846
Newbridge Financial Services Group
Florida
$246K -$146K -2,305 -37%
DLHL
847
Donald L. Hagan LLC
Florida
$245K -$487K -7,695 -67%
NAG
848
Northstar Advisory Group
New Jersey
$245K -$672K -10,615 -73%
CCG
849
Coastwise Capital Group
California
$243K -$17.2K -271 -7%
BMCM
850
Bryn Mawr Capital Management
Pennsylvania
$243K – – –
32 33
34
35 36