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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
16.9%
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 %
VFPI
176
Vantage Financial Partners (Illinois)
Illinois
$4.56M 77,300 +77,300 New
SSB
177
Sandy Spring Bank
Maryland
$4.55M 77,226 +3,123 +4%
AAS
178
Avantax Advisory Services
Texas
$4.51M 76,559 +8,502 +12%
OPOWM
179
One Plus One Wealth Management
Florida
$4.5M 76,432 +76,432 New
PCTC
180
Perkins Coie Trust Company
Washington
$4.46M 75,747 +2,246 +3%
LSC
181
Logan Stone Capital
Illinois
$4.46M 75,682 -13,442 -15%
CCT
182
Chemung Canal Trust
New York
$4.46M 75,635 -50,503 -40%
SPC
183
Sigma Planning Corp
Michigan
$4.41M 74,777 +4,890 +7%
AWE
184
Avidian Wealth Enterprises
Texas
$4.36M 74,069 +4,949 +7%
EWA
185
Exencial Wealth Advisors
Oklahoma
$4.33M 73,432 -9,035 -11%
DBT
186
Dubuque Bank & Trust
Iowa
$4.29M 72,847 +13,107 +22%
TF
187
Trek Financial
Arizona
$4.19M 71,050 +12,386 +21%
MA
188
Mutual Advisors
Nebraska
$4.18M 70,967 +41,010 +137%
SPIA
189
Steward Partners Investment Advisory
New York
$4.16M 70,536 -5,404 -7%
IA
190
IFG Advisory
Georgia
$4.15M 70,368 +1,051 +2%
Creative Planning
191
Creative Planning
Kansas
$4.08M 69,214 +2,142 +3%
GIA
192
Gladstone Institutional Advisory
Florida
$4.06M 68,832 -74,542 -52%
CS
193
Credit Suisse
Switzerland
$4.01M 67,985 -31,305 -32%
EH
194
Equitable Holdings
New York
$3.99M 67,780 -5,144 -7%
Credit Agricole
195
Credit Agricole
France
$3.98M 67,614 +57,193 +549%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$3.96M 67,124 -35,434 -35%
CFGS
197
Concourse Financial Group Securities
Alabama
$3.95M 66,988 -1,298 -2%
MYLI
198
Meiji Yasuda Life Insurance
Japan
$3.94M 66,860 +29,739 +80%
BFA
199
BBJS Financial Advisors
Washington
$3.94M 66,843 +32,878 +97%
GB
200
Gunma Bank
Japan
$3.89M 66,000 -6,000 -8%
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