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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 %
RBC
851
Romano Brothers & Co
Illinois
$241K -$12.6K -199 -5%
BFG
852
Berger Financial Group
Minnesota
$240K +$240K +3,789 New
SW
853
Simplicity Wealth
New Jersey
$239K +$239K +3,779 New
SAM
854
SignalPoint Asset Management
Missouri
$239K +$239K +3,778 New
GC
855
Guidance Capital
Kentucky
$239K +$239K +3,717 New
KCM
856
Kanawha Capital Management
Virginia
$238K +$6.33K +100 +3%
RIG
857
RiverFront Investment Group
Virginia
$238K +$238K +3,756 New
VFG
858
V2 Financial group
Illinois
$237K +$9.5K +150 +4%
SMC
859
Smith, Moore & Co
Missouri
$236K -$887 -14 -0.4%
MW
860
Marcum Wealth
Ohio
$234K -$394K -6,218 -63%
SFPG
861
Stonebridge Financial Planning Group
Florida
$234K -$144K -2,280 -38%
CT
862
Cambridge Trust
Massachusetts
$233K +$55.4K +875 +31%
IP
863
Ignite Planners
California
$233K -$37.5K -583 -14%
TFA
864
Teamwork Financial Advisors
Texas
$232K -$475K -7,498 -67%
AAS
865
Annex Advisory Services
Wisconsin
$232K +$232K +3,663 New
HTC
866
Haverford Trust Company
Pennsylvania
$231K -$6.33K -100 -3%
PWM
867
PBMares Wealth Management
Virginia
$231K -$8.04K -127 -3%
BP
868
Broadleaf Partners
Ohio
$231K – – –
OCM
869
Orleans Capital Management
Louisiana
$229K +$229K +3,610 New
BCM
870
Bluefin Capital Management
New York
$228K +$228K +3,600 New
HIC
871
Holderness Investments Company
North Carolina
$227K – – –
SS
872
Sunbelt Securities
Texas
$227K -$35.8K -566 -14%
CB
873
Community Bank
New York
$226K +$91K +1,437 +68%
SAM
874
Secure Asset Management
Michigan
$225K +$225K +3,558 New
MWAM
875
Manhattan West Asset Management
California
$225K -$61.7K -974 -22%
33 34
35
36 37