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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 %
HB
926
Horizon Bancorp
Indiana
$128K – – –
GC
927
Garde Capital
Washington
$127K – – –
AIM
928
Acropolis Investment Management
Missouri
$126K -$127 -2 -0.1%
KFI
929
Key Financial Inc
Pennsylvania
$124K – – –
RG
930
Retirement Group
California
$123K -$15.1K -239 -11%
CA
931
Clearstead Advisors
Ohio
$121K -$621K -9,813 -84%
AWM
932
Atticus Wealth Management
Florida
$121K +$823 +13 +0.7%
CTA
933
Colonial Trust Advisors
South Carolina
$116K +$12.2K +192 +12%
NSIM
934
North Star Investment Management
Illinois
$116K -$30.2K -477 -21%
PCMC
935
Planning Capital Management Corporation
Pennsylvania
$116K +$116K +1,825 New
TCM
936
TD Capital Management
Tennessee
$114K -$27K -427 -19%
CAS
937
Coppell Advisory Solutions
Texas
$114K +$14.2K +224 +14%
BG
938
Bollard Group
Massachusetts
$114K +$825 +13 +0.7%
POIA
939
Pin Oak Investment Advisors
Texas
$112K +$34.5K +542 +44%
FFA
940
Fairfield Financial Advisors
Massachusetts
$111K -$265K -4,189 -71%
OIA
941
Optimum Investment Advisors
Illinois
$110K -$3.99K -63 -4%
UOTTAIMCU
942
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K -$17.5K -277 -15%
JFG
943
Jefferies Financial Group
New York
$102K +$102K +1,614 New
TAM
944
Townsend Asset Management
North Carolina
$102K +$380 +6 +0.4%
HWP
945
Highline Wealth Partners
California
$101K – – –
EWM
946
Evermay Wealth Management
Virginia
$101K – – –
IBOK
947
Independence Bank of Kentucky
Kentucky
$100K +$26.9K +425 +37%
WT
948
Washington Trust
Rhode Island
$98.4K -$12.7K -200 -11%
WT
949
Whittier Trust
California
$97K -$426K -6,724 -81%
FFA
950
Founders Financial Alliance
North Carolina
$95.9K +$4.81K +76 +5%
36 37
38
39 40