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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 %
MHR
1076
Matthew Hamilton Rosenberg
$3.53K 54 – –
BWM
1077
Baystate Wealth Management
Massachusetts
$3.46K 52 -10 -16%
MAWA
1078
Moss Adams Wealth Advisors
Washington
$3.27K 50 -10 -17%
RCM
1079
Raleigh Capital Management
North Carolina
$3.22K 49 -299 -86%
IHWM
1080
Iron Horse Wealth Management
Iowa
$2.95K 45 – –
CP
1081
Castleview Partners
Texas
$2.68K 41 -6 -13%
TH
1082
TCTC Holdings
Texas
$2.68K 41 – –
BC
1083
Barrett & Company
Rhode Island
$2.56K 39 – –
JMF
1084
Johnson Midwest Financial
Iowa
$2.24K 34 – –
JFG
1085
JDM Financial Group
Texas
$2.16K 33 – –
TAIM
1086
TD Ameritrade Investment Management
Nebraska
$2K 38 – –
NRG
1087
Nemes Rush Group
Michigan
$1.83K 28 +28 New
MFC
1088
Mechanics Financial Corp
Ohio
$1.77K 27 – –
PWMG
1089
Prestige Wealth Management Group
New Jersey
$1.7K 26 – –
RFA
1090
Register Financial Advisors
Georgia
$1.68K 26 +1 +4%
DAM
1091
Delta Asset Management
Tennessee
$1.64K 25 – –
BCMLT
1092
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.24K 19 -458 -96%
FA
1093
Faithward Advisors
Pennsylvania
$1.1K 17 -452 -96%
TFA
1094
Transamerica Financial Advisors
Florida
$1K 1 – –
RBC
1095
Roble Belko & Company
Pennsylvania
$1K 12 – –
RMC
1096
Resources Management Corp
Connecticut
$1K 10 +10 New
ME
1097
McIlrath & Eck
Washington
$982 15 – –
BL
1098
Balentine LLC
Georgia
$589 9 – –
FAM
1099
Family Asset Management
South Carolina
$589 9 – –
GP
1100
Greenline Partners
New York
$131 2 +2 New
42 43
44
45 46