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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$206M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$182M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$136M
4
Morgan Stanley
4
Morgan Stanley
New York
$660M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$83.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$463M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$17.7M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
Barclays
4
Barclays
United Kingdom
$97M
5
SEIA
5
Signature Estate & Investment Advisors
California
$475K
Name Market Value Shares Shares
Change 		Shares
Change %
PMEF
1101
Point72 Middle East FZE
United Arab Emirates
– – -12,890 Closed
MS
1102
Maven Securities
Jersey
– – -12,354 Closed
AAM
1103
Alphadyne Asset Management
New York
– – -10,917 Closed
RWA
1104
Rooted Wealth Advisors
Illinois
– – -10,841 Closed
PA
1105
Procyon Advisors
Connecticut
– – -8,922 Closed
SC
1106
Scotia Capital
Ontario, Canada
– – -8,915 Closed
TCA
1107
Taconic Capital Advisors
New York
– – -8,000 Closed
MWM
1108
Meridian Wealth Management
Kentucky
– – -7,961 Closed
LSA
1109
Lion Street Advisors
Texas
– – -7,739 Closed
RHP
1110
Royal Harbor Partners
Texas
– – -7,274 Closed
BFG
1111
Berger Financial Group
Minnesota
– – -7,179 Closed
MWPCG
1112
Measured Wealth Private Client Group
New Hampshire
– – -6,985 Closed
NA
1113
Nottingham Advisors
New York
– – -6,770 Closed
JDR
1114
Jay D. Rosenbaum
– – -6,715 Closed
Financial Engines Advisors
1115
Financial Engines Advisors
California
– – -6,373 Closed
CG
1116
CFO4Life Group
Texas
– – -6,201 Closed
TC
1117
TradeLink Capital
Illinois
– – -6,199 Closed
JFG
1118
Jefferies Financial Group
New York
– – -5,936 Closed
BFS
1119
Bard Financial Services
Connecticut
– – -5,785 Closed
IW
1120
Imprint Wealth
South Carolina
– – -5,650 Closed
VWA
1121
V Wealth Advisors
Kansas
– – -5,163 Closed
Sumitomo Mitsui Trust Group
1122
Sumitomo Mitsui Trust Group
Japan
– – -5,125 Closed
FPCP
1123
Fort Point Capital Partners
California
– – -5,124 Closed
OMC
1124
Old Mission Capital
Illinois
– – -4,816 Closed
BWM
1125
BNC Wealth Management
Oregon
– – -4,666 Closed
43 44
45
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