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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 %
PIN
201
Prudent Investors Network
California
$4.45M 68,070 -2,988 -4%
AAS
202
Avantax Advisory Services
Texas
$4.45M 68,057 +12,624 +23%
TA
203
TruWealth Advisors
Louisiana
$4.4M 67,169 -23,832 -26%
Creative Planning
204
Creative Planning
Kansas
$4.39M 67,072 -5,418 -7%
LCC
205
Lincoln Capital Corp
Rhode Island
$4.23M 64,598 -231 -0.4%
PIA
206
Petredis Investment Advisors
Pennsylvania
$4.22M 64,419 -112 -0.2%
FIB
207
First Interstate Bank
Montana
$4.17M 63,780 -1,997 -3%
RC
208
Roundview Capital
New Jersey
$4.17M 63,750 -7 -0%
AAIM
209
Asset Advisors Investment Management
Georgia
$4.16M 63,636 +1,098 +2%
DWM
210
Denver Wealth Management
Colorado
$4.14M 63,281 -1,795 -3%
WF
211
Wayfinding Financial
Washington
$4.08M 60,895 -1,890 -3%
PWA
212
Primoris Wealth Advisors
Florida
$4.08M 62,338 +39,996 +179%
MMH
213
Menora Mivtachim Holdings
Israel
$4M 61,200 +5,000 +9%
GBWM
214
Granite Bay Wealth Management
New Hampshire
$3.96M 60,511 -678 -1%
BAM
215
Brave Asset Management
New Jersey
$3.95M 60,386 +1,141 +2%
DBT
216
Dubuque Bank & Trust
Iowa
$3.91M 59,740 +59,740 New
NWM
217
NEIRG Wealth Management
Massachusetts
$3.91M 59,675 -51,801 -46%
EIP
218
Ellis Investment Partners
Pennsylvania
$3.89M 59,517 -3,105 -5%
TCA
219
Transcend Capital Advisors
New Jersey
$3.86M 58,943 +8,183 +16%
TF
220
Trek Financial
Arizona
$3.84M 58,664 +15,895 +37%
DADC
221
D.A. Davidson & Co
Montana
$3.77M 57,605 +36,891 +178%
HBWM
222
Hollow Brook Wealth Management
New York
$3.77M 57,601 +17,555 +44%
JWCA
223
J.W. Cole Advisors
Florida
$3.69M 56,311 +551 +1%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$3.64M 55,578 -4,563 -8%
LPT
225
Legacy Private Trust
Wisconsin
$3.61M 55,130 +638 +1%
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