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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 %
AWM
76
AE Wealth Management
Kansas
$18.4M 280,867 -187,237 -40%
CAN
77
Cetera Advisor Networks
California
$16.3M 249,787 -177,290 -42%
Walleye Capital
78
Walleye Capital
New York
$16.1M 245,267 +245,267 New
STA
79
Summit Trail Advisors
New York
$15.6M 238,094 -3,294 -1%
FFBTD
80
First Financial Bank - Trust Division
Ohio
$15.6M 237,962 +3,227 +1%
CIAS
81
Capital Investment Advisory Services
North Carolina
$13.9M 212,434 +9,574 +5%
KAS
82
Kestra Advisory Services
Texas
$13.5M 205,920 -38,456 -16%
MPM
83
Meritage Portfolio Management
Kansas
$13.1M 199,677 -13,871 -6%
PP
84
Passaic Partners
New Jersey
$13M 198,373 +198,373 New
Corient Private Wealth
85
Corient Private Wealth
Florida
$12.7M 193,466 +13,654 +8%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$12.4M 184,065 -89,197 -33%
BCI
87
Brinker Capital Investments
Pennsylvania
$12.4M 189,550 -21,436 -10%
OPS
88
Orion Portfolio Solutions
Nebraska
$12.4M 189,550 -21,436 -10%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$12.3M 187,575 +35,760 +24%
PCIA
90
Prime Capital Investment Advisors
Kansas
$12.3M 187,527 +131,665 +236%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$12.2M 187,583 +23,932 +15%
CCM
92
Cullen Capital Management
New York
$11.6M 177,544 +177,544 New
TAM
93
Trust Asset Management
Texas
$11.1M 169,157 – –
CA
94
CoreCap Advisors
Michigan
$10.9M 166,469 +166,469 New
NA
95
NewEdge Advisors
Louisiana
$10.8M 164,797 +29,335 +22%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$10.2M 157,024 -25,291 -14%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$9.7M 148,205 -20,189 -12%
VDI
98
Vaughan David Investments
Illinois
$9.62M 147,072 +2,028 +1%
DC
99
Davenport & Co
Virginia
$9.62M 147,055 +12,028 +9%
AWM
100
Abound Wealth Management
Tennessee
$9.57M 146,264 -99,665 -41%
2 3
4
5 6