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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 %
PIF
1
Public Investment Fund
Saudi Arabia
$2.16B 32,986,504 – –
Bank of America
2
Bank of America
North Carolina
$977M 14,926,873 -1,597,389 -10%
Goldman Sachs
3
Goldman Sachs
New York
$647M 9,882,200 +3,764,855 +62%
Morgan Stanley
4
Morgan Stanley
New York
$632M 9,651,012 -979,969 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M 5,412,800 +2,998,800 +124%
Wells Fargo
6
Wells Fargo
California
$341M 5,211,128 +145,681 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$310M 4,736,136 +275,873 +6%
LPL Financial
8
LPL Financial
California
$262M 3,998,753 +108,163 +3%
RJA
9
Raymond James & Associates
Florida
$218M 3,326,799 +388,595 +13%
Ameriprise
10
Ameriprise
Minnesota
$206M 3,154,571 +840,253 +36%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$206M 3,152,956 +381,072 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$204M 3,124,000 – –
Two Sigma Investments
13
Two Sigma Investments
New York
$196M 2,999,100 +2,596,952 +646%
Barclays
14
Barclays
United Kingdom
$191M 2,917,485 +1,555,480 +114%
Truist Financial
15
Truist Financial
North Carolina
$186M 2,844,548 +241,406 +9%
Citigroup
16
Citigroup
New York
$181M 2,770,634 -4,765,080 -63%
UBS Group
17
UBS Group
Switzerland
$179M 2,733,868 -192,028 -7%
N
18
Natixis
France
$164M 2,499,730 -521,270 -17%
WA
19
WestEnd Advisors
North Carolina
$149M 2,277,685 +2,277,685 New
TD Asset Management
20
TD Asset Management
Ontario, Canada
$148M 2,257,780 +2,059,080 +1,036%
FMI
21
Factory Mutual Insurance
Massachusetts
$141M 2,161,300 – –
Two Sigma Advisers
22
Two Sigma Advisers
New York
$141M 2,159,200 +738,400 +52%
Citadel Advisors
23
Citadel Advisors
Florida
$120M 1,836,110 +1,720,684 +1,491%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$120M 1,832,998 +295,881 +19%
SCB
25
Saudi Central Bank
Saudi Arabia
$105M 1,549,733 – –
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