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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.78%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$256M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$169M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$191M
5
UBS Group
5
UBS Group
Switzerland
$314M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.01M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$994K
3
QFA
3
Quattro Financial Advisors
Texas
$770K
4
Jane Street
4
Jane Street
New York
$3.57M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
126
Trilogy Capital
California
$7.45M 117,620 +117,620 New
Millennium Management
127
Millennium Management
New York
$7.42M 117,150 +73,942 +171%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$7.39M 117,193 -25,838 -18%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$7.34M 115,551 -62,370 -35%
ASN
130
Advisory Services Network
Georgia
$7.31M 115,406 +9,094 +9%
MPM
131
Meritage Portfolio Management
Kansas
$7.3M 115,333 -79,768 -41%
CIA
132
Capital Investment Advisors
Georgia
$7.27M 114,828 -852 -0.7%
BCI
133
Brinker Capital Investments
Pennsylvania
$7.19M 110,672 -10,356 -9%
OPS
134
Orion Portfolio Solutions
Nebraska
$7.19M 110,672 -10,356 -9%
AI
135
Atria Investments
North Carolina
$7.18M 113,362 +21,932 +24%
DAS
136
Dynamic Advisor Solutions
Arizona
$7.07M 109,559 -7,568 -6%
GL
137
Graypoint LLC
New York
$7.05M 111,387 +4,130 +4%
FTS
138
Fifth Third Securities
Ohio
$7.04M 111,240 +12,668 +13%
CFC
139
Client First Capital
California
$7.02M 110,816 -20,879 -16%
RCMF
140
RK Capital Management (Florida)
Florida
$7.01M 110,700 +110,700 New
BFIC
141
Bedell Frazier Investment Counselling
California
$6.91M 109,164 -22,956 -17%
KIA
142
KCM Investment Advisors
California
$6.91M 109,161 -31,990 -23%
Cerity Partners
143
Cerity Partners
New York
$6.79M 107,294 +83,591 +353%
GB
144
Gunma Bank
Japan
$6.65M 105,000 +39,000 +59%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$6.62M 104,589 +22,250 +27%
MCM
146
MAI Capital Management
Ohio
$6.62M 104,580 +1,728 +2%
KL
147
KWMG LLC
Kansas
$6.58M 103,881 +3,428 +3%
DWM
148
Dakota Wealth Management
Florida
$6.57M 103,795 -1,562 -1%
CS
149
Credit Suisse
Switzerland
$6.46M 101,983 +33,998 +50%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$6.38M 100,740 +703 +0.7%
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