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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.78%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$256M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$169M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$191M
5
UBS Group
5
UBS Group
Switzerland
$314M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.01M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$994K
3
QFA
3
Quattro Financial Advisors
Texas
$770K
4
Jane Street
4
Jane Street
New York
$3.57M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PIF
1
Public Investment Fund
Saudi Arabia
$2.09B 32,986,504 – –
Morgan Stanley
2
Morgan Stanley
New York
$1.35B 21,366,900 +10,160,904 +91%
Bank of America
3
Bank of America
North Carolina
$777M 12,275,928 -1,988,183 -14%
Goldman Sachs
4
Goldman Sachs
New York
$408M 6,436,205 -1,422,248 -18%
Wells Fargo
5
Wells Fargo
California
$359M 5,674,706 -511,828 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$318M 5,025,300 -476,100 -9%
UBS Group
7
UBS Group
Switzerland
$314M 4,964,393 +1,469,723 +42%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$256M 4,045,719 +3,419,614 +546%
LPL Financial
9
LPL Financial
California
$240M 3,784,612 +162,637 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$206M 3,256,710 -1,324,520 -29%
Citigroup
11
Citigroup
New York
$205M 3,229,396 +54,682 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$198M 3,124,000 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$191M 3,020,292 +1,760,218 +140%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$169M 2,670,470 +2,669,376 +244,001%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$168M 2,645,971 +494,713 +23%
Ameriprise
16
Ameriprise
Minnesota
$138M 2,172,617 +444,128 +26%
FMI
17
Factory Mutual Insurance
Massachusetts
$137M 2,161,300 – –
RJA
18
Raymond James & Associates
Florida
$132M 2,089,610 -1,271,650 -38%
Truist Financial
19
Truist Financial
North Carolina
$117M 1,853,847 -990,644 -35%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$112M 1,768,852 -1,309,351 -43%
Citadel Advisors
21
Citadel Advisors
Florida
$111M 1,752,553 +375,064 +27%
GBWM
22
Granite Bay Wealth Management
New Hampshire
$99.2M 1,638,482 -1,557,337 -49%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$98.5M 1,555,594 +1,073,594 +223%
SCB
24
Saudi Central Bank
Saudi Arabia
$98.1M 1,549,733 – –
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$85.7M 1,352,550 +850,640 +169%
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