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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 %
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$5.08M 77,641 -8,494 -10%
William Blair & Company
177
William Blair & Company
Illinois
$5.07M 77,489 -2,865 -4%
LHWM
178
Lake Hills Wealth Management
Texas
$5.06M 77,344 +77,344 New
BPA
179
Beacon Pointe Advisors
California
$5.03M 76,824 -1,005 -1%
SPIA
180
Steward Partners Investment Advisory
New York
$4.97M 75,940 +7,862 +12%
EC
181
Estate Counselors
Wisconsin
$4.89M 74,685 +12,275 +20%
SSB
182
Sandy Spring Bank
Maryland
$4.85M 74,103 -2,699 -4%
PCTC
183
Perkins Coie Trust Company
Washington
$4.81M 73,501 +1,907 +3%
WAM
184
Weiss Asset Management
Massachusetts
$4.8M 73,331 +73,331 New
TSS
185
Two Sigma Securities
New York
$4.78M 73,070 +58,975 +418%
EH
186
Equitable Holdings
New York
$4.77M 72,924 +21,155 +41%
MRC
187
Millburn Ridgefield Corp
New York
$4.73M 72,318 +31,650 +78%
PA
188
PFG Advisors
Arizona
$4.73M 72,295 +1,124 +2%
GB
189
Gunma Bank
Japan
$4.71M 72,000 -28,000 -28%
ONB
190
Old National Bancorp
Indiana
$4.67M 71,356 -13,775 -16%
KeyBank National Association
191
KeyBank National Association
Ohio
$4.66M 71,143 -3,024 -4%
VF
192
Virtu Financial
New York
$4.65M 71,004 +6,472 +10%
SSA
193
Schonfeld Strategic Advisors
New York
$4.59M 70,203 +51,841 +282%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$4.58M 70,049 -6,896 -9%
SPC
195
Sigma Planning Corp
Michigan
$4.57M 69,887 -7,852 -10%
IA
196
IFG Advisory
Georgia
$4.54M 69,317 -7,196 -9%
AWE
197
Avidian Wealth Enterprises
Texas
$4.52M 69,120 +54,250 +365%
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$4.49M 68,602 -58,999 -46%
HA
199
Hamel Associates
New Jersey
$4.48M 68,465 -15,441 -18%
CFGS
200
Concourse Financial Group Securities
Alabama
$4.47M 68,286 +63,761 +1,409%
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