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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 %
TFS
1176
Thoroughbred Financial Services
Tennessee
– – -3,031 Closed
ORC
1177
O'Rourke & Company
Massachusetts
– – -3,027 Closed
PCM
1178
Penserra Capital Management
California
– – -2,666 Closed
HB
1179
Horizon Bancorp
Indiana
– – -2,366 Closed
Harris Associates
1180
Harris Associates
Illinois
– – -2,250 Closed
TCWA
1181
Ten Capital Wealth Advisors
Washington
– – -1,208 Closed
AWM
1182
Activest Wealth Management
Florida
– – -1,136 Closed
QC
1183
Quent Capital
New York
– – -1,000 Closed
CCM
1184
Carderock Capital Management
Maryland
– – -1,000 Closed
TCM
1185
Tradewinds Capital Management
Washington
– – -885 Closed
BA
1186
Bristlecone Advisors
Washington
– – -400 Closed
DSC
1187
Duncker Streett & Co
Missouri
– – -400 Closed
JAWM
1188
J. Arnold Wealth Management
Ohio
– – -364 Closed
M1FG
1189
Mach-1 Financial Group
Arkansas
– – -276 Closed
PGAM
1190
Princeton Global Asset Management
New Jersey
– – -268 Closed
JIR
1191
James Investment Research
Ohio
– – -267 Closed
FCA
1192
Fortis Capital Advisors
Kansas
– – -225 Closed
GIA
1193
GHP Investment Advisors
Colorado
– – -205 Closed
FIM
1194
FWL Investment Management
Texas
– – -158 Closed
PFG
1195
Piershale Financial Group
Illinois
– – -125 Closed
HMS
1196
Hanseatic Management Services
New Mexico
– – -111 Closed
VNA
1197
Valley National Advisers
Pennsylvania
– – -100 Closed
ONST
1198
Old North State Trust
North Carolina
– – -36 Closed
LF
1199
Lee Financial
Texas
– – -35 Closed
GFWA
1200
Grey Fox Wealth Advisors
Delaware
– – -22 Closed
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