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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
251
Full Sail Capital
Oklahoma
$3.15M -$742K -11,329 -19%
GVAG
252
Great Valley Advisor Group
Delaware
$3.13M +$2.31M +35,268 +282%
AGM
253
Alpine Global Management
New York
$3.13M +$3.13M +47,703 New
VIA
254
Vickerman Investment Advisors
Washington
$3.11M +$128K +1,948 +4%
Bank of New York Mellon
255
Bank of New York Mellon
New York
$3.1M +$234K +3,579 +8%
BCA
256
Bray Capital Advisors
Florida
$3.09M -$101K -1,540 -3%
TFA
257
Toth Financial Advisory
Virginia
$3.06M +$391K +5,965 +15%
PFP
258
Paragon Financial Partners
California
$3.05M -$27.7K -423 -0.9%
FMC
259
First Merchants Corp
Indiana
$3.04M +$454K +6,933 +18%
TC
260
TAP Consulting
Missouri
$3.02M -$81.7K -1,248 -3%
NB
261
NBT Bank
New York
$3.01M -$12.1K -184 -0.4%
TCOO
262
Trust Company of Oklahoma
Oklahoma
$3M -$32.2K -492 -1%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$3M -$15.5K -237 -0.5%
GT
264
Glenmede Trust
Pennsylvania
$2.98M -$43.7K -668 -1%
AP
265
Appleton Partners
Massachusetts
$2.97M +$111K +1,700 +4%
AA
266
Apriem Advisors
California
$2.97M +$13.7K +209 +0.5%
SW
267
SVB Wealth
Massachusetts
$2.96M +$21.7K +331 +0.7%
HIP
268
Harrell Investment Partners
Texas
$2.96M +$2.96M +45,137 New
FAIM
269
Financial Advocates Investment Management
Washington
$2.96M -$362K -5,528 -11%
CGIM
270
Cannon Global Investment Management
Florida
$2.96M +$2.96M +45,100 New
ACP
271
Aveo Capital Partners
Colorado
$2.94M -$514K -7,851 -15%
PFM
272
Parsec Financial Management
North Carolina
$2.91M -$294K -4,482 -9%
CWM
273
Cranbrook Wealth Management
Michigan
$2.9M -$7.4K -113 -0.3%
GM
274
GeoWealth Management
Illinois
$2.9M +$2.9M +44,319 New
PWP
275
Perfromance Wealth Partners
Illinois
$2.9M +$136K +2,070 +5%
9 10
11
12 13