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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 %
AAIM
201
Asset Advisors Investment Management
Georgia
$3.74M 63,543 -93 -0.1%
BRWA
202
B. Riley Wealth Advisors
Florida
$3.73M 63,325 -61,959 -49%
BAM
203
Brave Asset Management
New Jersey
$3.73M 63,284 +2,898 +5%
LCC
204
Lincoln Capital Corp
Rhode Island
$3.65M 62,000 -2,598 -4%
RC
205
Roundview Capital
New Jersey
$3.65M 61,961 -1,789 -3%
HA
206
Hamel Associates
New Jersey
$3.63M 61,550 -6,915 -10%
DWM
207
Denver Wealth Management
Colorado
$3.59M 60,866 -2,415 -4%
FIB
208
First Interstate Bank
Montana
$3.57M 60,600 -3,180 -5%
ONB
209
Old National Bancorp
Indiana
$3.55M 60,176 -11,180 -16%
TI
210
Trexquant Investment
Connecticut
$3.47M 58,840 +16,754 +40%
William Blair & Company
211
William Blair & Company
Illinois
$3.47M 58,814 -18,675 -24%
KeyBank National Association
212
KeyBank National Association
Ohio
$3.34M 56,710 -14,433 -20%
WF
213
Wayfinding Financial
Washington
$3.33M 59,267 -1,628 -3%
EWA
214
EP Wealth Advisors
California
$3.29M 55,864 -56,852 -50%
AP
215
Appleton Partners
Massachusetts
$3.25M 55,133 +1,740 +3%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$3.17M 53,790 -16,259 -23%
CW
217
Connectus Wealth
Ohio
$3.16M 53,637 +53,637 New
SRSA
218
S.R. Schill & Associates
Washington
$3.13M 53,177 +493 +0.9%
FSC
219
Full Sail Capital
Oklahoma
$3.12M 52,972 +3,678 +7%
GWP
220
Gateway Wealth Partners
Wisconsin
$3.12M 52,887 +2,118 +4%
EIP
221
Ellis Investment Partners
Pennsylvania
$3.11M 52,700 -6,817 -11%
KCFA
222
Key Client Fiduciary Advisors
New Jersey
$3.07M 52,107 -2,200 -4%
Marshall Wace
223
Marshall Wace
United Kingdom
$3.07M 52,100 +42,900 +466%
NYLIM
224
New York Life Investment Management
New York
$3M 50,899 +50,899 New
MCM
225
MV Capital Management
Maryland
$2.99M 50,745 -2,318 -4%
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