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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
16.91%
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 %
TFCP
126
Twin Focus Capital Partners
Massachusetts
$7.03M 119,314 -10,451 -8%
TTWM
127
TCV Trust & Wealth Management
Virginia
$6.94M 117,837 +2,654 +2%
DAS
128
Dynamic Advisor Solutions
Arizona
$6.9M 117,127 -2,204 -2%
SWM
129
Spire Wealth Management
Virginia
$6.83M 115,947 +14,524 +14%
CIA
130
Capital Investment Advisors
Georgia
$6.82M 115,680 -1,875 -2%
FCM
131
Fortis Capital Management
Washington
$6.78M 115,000 +115,000 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$6.67M 113,124 -43,900 -28%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$6.58M 111,600 +17,200 +18%
AA
134
Advisory Alpha
Michigan
$6.57M 111,439 +26,048 +31%
MIH
135
Meitav Investment House
Israel
$6.47M 109,455 -8,432 -7%
BBVA
136
Banco Bilbao Vizcaya Argentaria
Spain
$6.44M 109,225 +93,752 +606%
Alyeska Investment Group
137
Alyeska Investment Group
Illinois
$6.36M 107,898 +107,898 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$6.32M 107,258 +28,464 +36%
GL
139
Graypoint LLC
New York
$6.32M 107,257 -3,308 -3%
ASN
140
Advisory Services Network
Georgia
$6.26M 106,312 +23,147 +28%
VU
141
Valence8 US
Massachusetts
$6.26M 106,197 +14,414 +16%
DWM
142
Dakota Wealth Management
Florida
$6.21M 105,357 +2,838 +3%
AAS
143
Asset Allocation Strategies
Michigan
$6.19M 105,028 +4,630 +5%
GWA
144
GGM Wealth Advisors
Maryland
$6.11M 103,662 -8,618 -8%
MCM
145
MAI Capital Management
Ohio
$6.06M 102,852 -6,769 -6%
KL
146
KWMG LLC
Kansas
$5.92M 100,453 +3,955 +4%
CC
147
Courier Capital
New York
$5.91M 100,249 -5,002 -5%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$5.9M 100,037 +1,836 +2%
SO
149
STRS Ohio
Ohio
$5.89M 100,000 – –
IWM
150
IHT Wealth Management
Illinois
$5.88M 99,859 +15,075 +18%
4 5
6
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