XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.58%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$163M
2
Wells Fargo
2
Wells Fargo
California
$343M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$99.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$96.2M
5
Bank of America
5
Bank of America
North Carolina
$1.12B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$92.2M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$269K
3
Morgan Stanley
3
Morgan Stanley
New York
$720M
4
WA
4
WestEnd Advisors
North Carolina
$132M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
BSG
1126
Black Swift Group
Colorado
– – -46,520 Closed
Point72 Asset Management
1127
Point72 Asset Management
Connecticut
– – -45,300 Closed
BRG
1128
Bay Rivers Group
Virginia
– – -42,608 Closed
HT
1129
Headlands Technologies
Illinois
– – -40,981 Closed
WHRC
1130
W.H. Reaves & Co
New Jersey
– – -40,093 Closed
PAMS
1131
Pictet Asset Management (Switzerland)
Switzerland
– – -39,135 Closed
SW
1132
Signify Wealth
Missouri
– – -36,651 Closed
AO
1133
Advisor OS
Illinois
– – -36,561 Closed
American Century Companies
1134
American Century Companies
Missouri
– – -35,205 Closed
PP
1135
Paloma Partners
Connecticut
– – -35,092 Closed
PG
1136
Prostatis Group
Maryland
– – -34,588 Closed
BC
1137
Brookfield Corp
Ontario, Canada
– – -32,353 Closed
JGC
1138
J. Goldman & Co
New York
– – -31,341 Closed
CAC
1139
Core Alternative Capital
Georgia
– – -29,900 Closed
LHWM
1140
Lake Hills Wealth Management
Texas
– – -29,465 Closed
PWS
1141
Precision Wealth Strategies
Missouri
– – -28,609 Closed
CFA
1142
Camarda Financial Advisors
Florida
– – -26,676 Closed
CPM
1143
Connective Portfolio Management
New York
– – -25,000 Closed
SWM
1144
Stapp Wealth Management
Washington
– – -24,532 Closed
MLM
1145
Mount Lucas Management
Pennsylvania
– – -24,016 Closed
PCS
1146
Personal CFO Solutions
New Jersey
– – -23,492 Closed
CGIM
1147
Cannon Global Investment Management
Florida
– – -23,200 Closed
CWMU
1148
Caliber Wealth Management (Utah)
Utah
– – -21,014 Closed
JFG
1149
Jefferies Financial Group
New York
– – -20,648 Closed
BFA
1150
Brendel Financial Advisors
New Hampshire
– – -20,576 Closed
44 45
46
47 48