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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 %
BP
1151
Ballentine Partners
Massachusetts
– – -4,869 Closed
SWA
1152
Stratos Wealth Advisors
Ohio
– – -4,792 Closed
LWM
1153
Lodestone Wealth Management
Washington
– – -4,631 Closed
EWM
1154
Executive Wealth Management
Michigan
– – -4,603 Closed
AWA
1155
Alta Wealth Advisors
Massachusetts
– – -4,554 Closed
CI
1156
CPR Investments
Michigan
– – -4,443 Closed
MHS
1157
M Holdings Securities
Oregon
– – -4,383 Closed
FAT
1158
First American Trust
California
– – -4,284 Closed
PP
1159
Prudential plc
United Kingdom
– – -4,217 Closed
SAM
1160
Sawgrass Asset Management
Florida
– – -4,033 Closed
WRM
1161
Weybosset Research & Management
Rhode Island
– – -4,000 Closed
TI
1162
Tidal Investments
Wisconsin
– – -3,808 Closed
CWM
1163
Cornerstone Wealth Management
Missouri
– – -3,718 Closed
BG
1164
Benedetti & Gucer
Georgia
– – -3,552 Closed
TC
1165
Trilogy Capital
California
– – -3,522 Closed
BDWCC
1166
B&D White Capital Company
Texas
– – -3,435 Closed
CT
1167
Coastline Trust
Rhode Island
– – -3,370 Closed
BPC
1168
Banque Pictet & Cie
Switzerland
– – -3,352 Closed
JCM
1169
Janney Capital Management
Pennsylvania
– – -3,280 Closed
COCM
1170
Charter Oak Capital Management
New Hampshire
– – -3,249 Closed
OCM
1171
Orleans Capital Management
Louisiana
– – -3,220 Closed
MAG
1172
Mayfair Advisory Group
Alabama
– – -3,220 Closed
CMI
1173
Clare Market Investments
Texas
– – -3,176 Closed
FHB
1174
First Hawaiian Bank
Hawaii
– – -3,130 Closed
EC
1175
Elequin Capital
New York
– – -3,063 Closed
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