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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$647M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$196M
4
WA
4
WestEnd Advisors
North Carolina
$149M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$148M

Top Sellers

1
Citigroup
1
Citigroup
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$8.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$632M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
951
Disciplined Investments
Oklahoma
$50.7K 775 – –
Deutsche Bank
952
Deutsche Bank
Germany
$48.9K 747 – –
FRA
953
Front Row Advisors
California
$48K 728 – –
BBHC
954
Brown Brothers Harriman & Co
New York
$45K 688 +30 +5%
TAM
955
Tucker Asset Management
Colorado
$44K 672 +322 +92%
FCMT
956
Founders Capital Management (Texas)
Texas
$43.8K 670 – –
VWM
957
Valley Wealth Managers
New Jersey
$43.7K 668 -12 -2%
RCG
958
Rock Creek Group
District of Columbia
$42.7K 653 +325 +99%
BAAM
959
Baker Avenue Asset Management
California
$42K 642 -1,764 -73%
DWA
960
Delos Wealth Advisors
Texas
$41.1K 628 – –
PPC
961
Park Place Capital
Alabama
$39.8K 608 – –
SC
962
Stephens Consulting
Michigan
$39K 596 – –
AA
963
Ancora Advisors
Ohio
$38.9K 594 – –
Allspring Global Investments
964
Allspring Global Investments
North Carolina
$38.3K 585 – –
AIA
965
Armor Investment Advisors
North Carolina
$36.3K 555 – –
PG
966
Prostatis Group
Maryland
$35.9K 28,738 +28,738 New
BWM
967
BerganKDV Wealth Management
Minnesota
$35.1K 536 -79 -13%
GI
968
Gradient Investments
Minnesota
$34.6K 529 -31 -6%
TC
969
Tacita Capital
Ontario, Canada
$34K 525 – –
WTA
970
Washington Trust Advisors
Massachusetts
$33.4K 511 – –
SSG
971
Summit Securities Group
New York
$33K 500 – –
BC
972
Bartlett & Co
Ohio
$33K 500 – –
BCWM
973
Bartlett & Co Wealth Management
Ohio
$32.7K 500 – –
TCOV
974
Trust Company of Vermont
Vermont
$32.7K 500 – –
SHIM
975
Stone House Investment Management
Pennsylvania
$32.3K 493 +4 +0.8%
37 38
39
40 41