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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 %
PP
101
Paloma Partners
Connecticut
$9.56M 146,161 +146,161 New
PCH
102
PGIM Custom Harvest
New Jersey
$9.52M 145,455 +3,620 +3%
GIA
103
Gladstone Institutional Advisory
Florida
$9.38M 143,374 -922 -0.6%
BFIC
104
Bedell Frazier Investment Counselling
California
$9.19M 140,503 -4,856 -3%
AM
105
AGF Management
Ontario, Canada
$9.11M 139,239 +6,461 +5%
BFP
106
Briaud Financial Planning
Texas
$9.05M 138,274 -457 -0.3%
AAG
107
Armstrong Advisory Group
Massachusetts
$8.73M 133,461 +108 +0.1%
CFC
108
Client First Capital
California
$8.68M 132,618 +874 +0.7%
GAB
109
German American Bancorp
Indiana
$8.61M 131,637 +62,764 +91%
TFCP
110
Twin Focus Capital Partners
Massachusetts
$8.49M 129,765 -6,150 -5%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$8.48M 129,650 -1,345,626 -91%
IWC
112
Integrated Wealth Concepts
Massachusetts
$8.44M 128,953 +53,820 +72%
GFG
113
Goldstone Financial Group
Illinois
$8.35M 127,618 -10,107 -7%
BWM
114
Biltmore Wealth Management
Arizona
$8.35M 127,614 +2,327 +2%
CCT
115
Chemung Canal Trust
New York
$8.25M 126,138 -2,159 -2%
BRWA
116
B. Riley Wealth Advisors
Florida
$8.2M 125,284 -11,275 -8%
TCBWMS
117
Texas Capital Bank Wealth Management Services
Texas
$8.09M 123,572 +119,405 +2,865%
KIA
118
KCM Investment Advisors
California
$8.07M 123,331 +12,791 +12%
WAS
119
WESPAC Advisors SoCal
California
$8.03M 122,648 +317 +0.3%
TAM
120
Tocqueville Asset Management
New York
$7.96M 121,703 -99 -0.1%
PAG
121
Private Advisor Group
New Jersey
$7.94M 121,074 -85,241 -41%
CF
122
Clarity Financial
Texas
$7.86M 120,175 +120,175 New
DAS
123
Dynamic Advisor Solutions
Arizona
$7.81M 119,331 +6,102 +5%
DSN
124
D. Scott Neal
Kentucky
$7.75M 118,384 -2,289 -2%
CIA
125
Capital Investment Advisors
Georgia
$7.69M 117,555 -3,677 -3%
3 4
5
6 7