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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 %
Asset Management One
1126
Asset Management One
Japan
– – -26,200 Closed
T
1127
TRUADVICE
Florida
– – -23,646 Closed
DWM
1128
Darwin Wealth Management
Florida
– – -22,874 Closed
HIS
1129
Horizon Investment Services
Indiana
– – -21,490 Closed
BCM
1130
Basso Capital Management
Connecticut
– – -20,475 Closed
CAC
1131
Certified Advisory Corp
Florida
– – -20,111 Closed
CM
1132
Crestline Management
Texas
– – -20,000 Closed
OPWM
1133
Oxinas Partners Wealth Management
Indiana
– – -17,822 Closed
Toronto Dominion Bank
1134
Toronto Dominion Bank
Ontario, Canada
– – -17,558 Closed
EP
1135
Edgestream Partners
New Jersey
– – -17,048 Closed
AI
1136
Atom Investors
Texas
– – -15,505 Closed
VCM
1137
Virtue Capital Management
Tennessee
– – -14,627 Closed
UBV
1138
United Bank (Virginia)
Virginia
– – -14,125 Closed
AFS
1139
Access Financial Services
Minnesota
– – -12,664 Closed
GT
1140
Glenview Trust
Kentucky
– – -12,659 Closed
FFWM
1141
Future Financial Wealth Management
Ohio
– – -11,755 Closed
AFP
1142
Alpha Financial Partners
Kentucky
– – -11,604 Closed
FNBT
1143
FineMark National Bank & Trust
Florida
– – -10,702 Closed
TW
1144
Transform Wealth
Colorado
– – -10,307 Closed
UIA
1145
UG Investment Advisers
Taiwan
– – -8,000 Closed
AAM
1146
Augustine Asset Management
Florida
– – -6,800 Closed
NWMG
1147
National Wealth Management Group
Ohio
– – -6,607 Closed
HP
1148
Hilltop Partners
Indiana
– – -6,489 Closed
APW
1149
Aurora Private Wealth
New Jersey
– – -6,475 Closed
CA
1150
Calton & Associates
Florida
– – -6,036 Closed
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46
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