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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
$1.35B
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$256M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$191M
5
UBS Group
UBS Group
Switzerland
$314M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$994K
3
QFA
Quattro Financial Advisors
Texas
$770K
4
Jane Street
Jane Street
New York
$3.57M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
876
Nations Financial Group
Iowa
$223K -$78.2K -1,234 -26%
PWP
877
Phillips Wealth Planners
Mississippi
$223K -$44K -721 -16%
FIC
878
Family Investment Center
Missouri
$223K -$51.8K -818 -19%
RT
879
Rockland Trust
Massachusetts
$222K +$222K +3,507 New
BJL
880
Brighton Jones LLC
Washington
$222K -$13.8K -218 -6%
TPW
881
Transatlantique Private Wealth
New York
$222K – – –
NJIM
882
Nabity-Jensen Investment Management
Nebraska
$221K +$221K +3,493 New
GWP
883
Gateway Wealth Partners
Wisconsin
$220K -$3.13M -49,412 -93%
SCM
884
Sebold Capital Management
Illinois
$220K -$11.8K -186 -5%
MA
885
MKT Advisors
California
$220K +$220K +3,404 New
WTC
886
WhitTier Trust Company
Nevada
$219K – – –
APIM
887
Agate Pass Investment Management
Washington
$217K +$217K +3,432 New
AMR
888
Asset Management Resources
Massachusetts
$217K -$6.52K -103 -3%
PSCM
889
Per Stirling Capital Management
Texas
$215K -$189K -2,990 -47%
ZCM
890
Ziegler Capital Management
Illinois
$214K +$214K +3,375 New
PWM
891
Palumbo Wealth Management
New York
$214K -$12.7K -200 -6%
WF
892
Warner Financial
Maryland
$212K +$212K +3,344 New
RFN
893
Redwood Financial Network
Ohio
$209K +$209K +3,307 New
BP
894
Ballentine Partners
Massachusetts
$209K -$44.6K -704 -18%
EWM
895
Evercore Wealth Management
New York
$207K -$65.9K -1,040 -24%
GA
896
Goldstein Advisors
Wisconsin
$207K +$207K +3,261 New
Financial Engines Advisors
897
Financial Engines Advisors
California
$206K +$206K +3,251 New
HSA
898
HBK Sorce Advisory
Pennsylvania
$205K -$79.9K -1,262 -28%
LP
899
LGL Partners
Pennsylvania
$205K +$205K +3,232 New
NB
900
Nicolet Bankshares
Wisconsin
$205K +$205K +3,231 New
34 35
36
37 38