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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,172 hedge funds and large institutions have $13.5B invested in Utilities Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 424 increasing their positions, 385 reducing their positions, and 99 closing their positions.

Holders
1,172
Holders Change
+74
Holders Change %
+6.74%
% of All Funds
18.91%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.82%
New
200
Increased
424
Reduced
385
Closed
99
Calls
$480M
Puts
$1.1B
Net Calls
-$620M
Net Calls Change
+$449M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$226M
2
SCB
2
Saudi Central Bank
Saudi Arabia
$189M
3
N
3
Natixis
France
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$974M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$152M
2
Jane Street
2
Jane Street
New York
$51.4M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$65.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$14.9M
5
Citigroup
5
Citigroup
New York
$456M
Name Market Value Shares Shares
Change 		Shares
Change %
PFT
226
Providence First Trust
Arizona
$4.26M 60,457 -1,298 -2%
TCBWMS
227
Texas Capital Bank Wealth Management Services
Texas
$4.11M 58,350 +26,663 +84%
AAS
228
Asset Allocation Strategies
Michigan
$4.09M 57,975 +57,975 New
RCYC
229
Richard C. Young & Co
Rhode Island
$4.08M 57,886 +57,886 New
TF
230
Trek Financial
Arizona
$4.07M 57,760 +2,072 +4%
GRP
231
Global Retirement Partners
California
$4.07M 57,747 +4,825 +9%
EH
232
Equitable Holdings
New York
$4.06M 57,584 -6,144 -10%
HF
233
HRT Financial
New York
$4.05M 57,416 +57,416 New
MOS
234
MGO One Seven
Ohio
$4.04M 57,238 -8,869 -13%
HH
235
Hilltop Holdings
Texas
$3.98M 56,511 -60,343 -52%
KCFA
236
Key Client Fiduciary Advisors
New Jersey
$3.98M 56,457 -322 -0.6%
MCM
237
MV Capital Management
Maryland
$3.97M 56,324 +7,706 +16%
PAS
238
Park Avenue Securities
New York
$3.97M 56,274 +6,957 +14%
WWM
239
WT Wealth Management
Arizona
$3.96M 56,237 +56,237 New
BAM
240
Brave Asset Management
New Jersey
$3.94M 55,884 +6,477 +13%
CTC
241
Central Trust Company
Missouri
$3.92M 55,584 -1,476 -3%
TCA
242
Transcend Capital Advisors
New Jersey
$3.85M 54,591 +6,133 +13%
CA
243
Cumberland Advisors
Florida
$3.79M 53,800 +53,800 New
AWM
244
Axxcess Wealth Management
California
$3.73M 52,901 -7,802 -13%
GBWM
245
Granite Bay Wealth Management
New Hampshire
$3.68M 52,200 +52,200 New
IWC
246
Integrated Wealth Concepts
Massachusetts
$3.62M 51,274 -53,657 -51%
FSC
247
Full Sail Capital
Oklahoma
$3.6M 51,008 +2,982 +6%
FAIM
248
Financial Advocates Investment Management
Washington
$3.57M 57,065 +11,911 +26%
MGI
249
MayTech Global Investments
New York
$3.53M 50,000 +50,000 New
AA
250
AlphaMark Advisors
Kentucky
$3.51M 49,828 -923 -2%
8 9
10
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