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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 %
ERIM
901
Eagle Ridge Investment Management
Connecticut
$204K +$204K +3,227 New
CWM
902
Cedar Wealth Management
California
$204K -$101K -1,594 -33%
Northwestern Mutual Wealth Management
903
Northwestern Mutual Wealth Management
Wisconsin
$203K -$276K -4,356 -58%
BSA
904
Braun Stacey Associates
New York
$201K +$201K +3,173 New
CCM
905
Chilton Capital Management
Texas
$195K -$13.6K -215 -7%
ANBT
906
American National Bank & Trust
Texas
$188K +$188K +2,971 New
OSNBOA
907
Old Second National Bank of Aurora
Illinois
$184K -$1.46K -23 -0.8%
GEA
908
Glen Eagle Advisors
New Jersey
$183K – – –
Franklin Resources
909
Franklin Resources
California
$181K – – –
HPC
910
HM Payson & Co
Maine
$178K -$110K -1,743 -38%
HR
911
Howe & Rusling
New York
$170K +$170K +2,692 New
BEI
912
Benjamin Edwards Inc
Missouri
$166K -$385K -6,070 -70%
MTWSIF
913
Mivtachim The Workers Social Insurance Fund
Israel
$165K +$165K +2,600 New
S
914
SignatureFD
Georgia
$164K -$78.4K -1,238 -32%
CNBTD
915
Citizens National Bank Trust Department
Mississippi
$157K -$697 -11 -0.4%
AAP
916
Arax Advisory Partners
Colorado
$156K -$24.2K -382 -13%
LFA
917
LGT Financial Advisors
Texas
$155K -$44.8K -707 -22%
BF
918
BOK Financial
Oklahoma
$153K -$61.1K -965 -29%
OSAM
919
O'Shaughnessy Asset Management
Connecticut
$148K +$88.3K +1,394 +148%
BCV
920
Banque Cantonale Vaudoise
Switzerland
$148K -$110K -1,730 -43%
EWM
921
EPG Wealth Management
Georgia
$144K -$29.9K -498 -17%
HGA
922
Hobbs Group Advisors
South Carolina
$141K +$141K +2,221 New
PCFFS
923
Pacific Center for Financial Services
California
$135K – – –
CFD
924
Creative Financial Designs
Indiana
$129K -$46K -727 -26%
MA
925
MCF Advisors
Kentucky
$129K +$34.2K +540 +36%
35 36
37
38 39