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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 %
BWP
1151
Balboa Wealth Partners
Arizona
– – -3,379 Closed
BDF
1152
Black Diamond Financial
Maryland
– – -3,362 Closed
EA
1153
Eudaimonia Advisors
Tennessee
– – -3,314 Closed
RBFC
1154
Roman Butler Fullerton & Co
Missouri
– – -3,299 Closed
GA
1155
Goldstein Advisors
Wisconsin
– – -3,261 Closed
ERIM
1156
Eagle Ridge Investment Management
Connecticut
– – -3,227 Closed
BFA
1157
Bragg Financial Advisors
North Carolina
– – -3,212 Closed
HWM
1158
HB Wealth Management
Georgia
– – -3,143 Closed
RIS
1159
Retirement Income Solutions
Michigan
– – -3,132 Closed
BOPW
1160
Brandywine Oak Private Wealth
Pennsylvania
– – -3,111 Closed
CDH
1161
Charles D. Hyman
– – -3,107 Closed
BSA
1162
Braun Stacey Associates
New York
– – -3,103 Closed
WA
1163
WESPAC Advisors
California
– – -3,098 Closed
SS
1164
Simplicity Solutions
Minnesota
– – -3,083 Closed
BFG
1165
Bleakley Financial Group
New Jersey
– – -3,083 Closed
AMCA
1166
Arthur M. Cohen & Associates
Illinois
– – -3,078 Closed
EWM
1167
Empirical Wealth Management
Washington
– – -3,075 Closed
BI
1168
Bramshill Investments
Florida
– – -3,054 Closed
WTG
1169
West Tower Group
Virginia
– – -2,228 Closed
WP
1170
WealthPLAN Partners
Nebraska
– – -1,562 Closed
WIM
1171
WealthPlan Investment Management
Nebraska
– – -1,500 Closed
VC
1172
Vestor Capital
Illinois
– – -1,233 Closed
SF
1173
Safeguard Financial
Wisconsin
– – -1,000 Closed
PIAS
1174
PCA Investment Advisory Services
Ohio
– – -964 Closed
CWA
1175
Clearview Wealth Advisors
Oregon
– – -877 Closed
45 46
47
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