XLU icon

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
16.77%
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 %
GWA
151
Gratus Wealth Advisors
Virginia
$6.38M 100,730 +100,730 New
VMPIC
152
Varma Mutual Pension Insurance Co
Finland
$6.33M 100,000 +100,000 New
CFG
153
Compton Financial Group
Maryland
$6.32M 99,773 +6,727 +7%
MYLI
154
Meiji Yasuda Life Insurance
Japan
$6.21M 98,064 +31,204 +47%
DC
155
Davenport & Co
Virginia
$6.21M 97,999 -42,614 -30%
MPCA
156
Madison Park Capital Advisors
Washington
$6.07M 95,828 +95,828 New
TRCT
157
Tower Research Capital (TRC)
New York
$5.87M 92,652 +88,397 +2,077%
FC
158
Forte Capital
New York
$5.82M 91,886 +91,886 New
PAS
159
Park Avenue Securities
New York
$5.7M 89,954 -5,510 -6%
SMFG
160
Sumitomo Mitsui Financial Group
Japan
$5.68M 89,658 +5,852 +7%
Edgewood Management
161
Edgewood Management
Connecticut
$5.6M 88,486 – –
HBWM
162
Hollow Brook Wealth Management
New York
$5.54M 87,437 +8,245 +10%
RCP
163
Rothschild Capital Partners
New York
$5.46M 86,209 -75 -0.1%
WAS
164
WESPAC Advisors SoCal
California
$5.4M 85,208 -38,569 -31%
Walleye Capital
165
Walleye Capital
New York
$5.25M 82,861 -134,199 -62%
MC
166
Martin & Co
Tennessee
$5.21M 82,338 -825 -1%
CAG
167
Csenge Advisory Group
Florida
$5.2M 82,096 -13,854 -14%
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
$5.13M 81,009 -769,689 -90%
SWM
169
Spire Wealth Management
Virginia
$5.11M 83,779 -32,168 -28%
MCB
170
Morton Community Bank
Illinois
$4.96M 78,386 +78,386 New
OPOWM
171
One Plus One Wealth Management
Florida
$4.94M 78,006 +1,574 +2%
VRM
172
Vectors Research Management
New York
$4.91M 30,059 -70,200 -70%
PCTC
173
Perkins Coie Trust Company
Washington
$4.91M 77,484 +1,737 +2%
AAS
174
Avantax Advisory Services
Texas
$4.9M 77,349 +790 +1%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$4.9M 77,335 -34,265 -31%
5 6
7
8 9