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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 %
WS
251
Wedbush Securities
California
$3.51M 49,761 -1,026 -2%
EVM
252
Evelyn V. Moreno
$3.49M 49,542 +23,128 +88%
HWA
253
HCR Wealth Advisors
California
$3.49M 49,493 +20 +0%
HIP
254
Harrell Investment Partners
Texas
$3.46M 49,145 +4,008 +9%
MRC
255
Millburn Ridgefield Corp
New York
$3.44M 48,783 +28,251 +138%
TFA
256
Toth Financial Advisory
Virginia
$3.44M 48,725 +2,050 +4%
FCM
257
Fourpath Capital Management
Oklahoma
$3.42M 48,574 -930 -2%
PWP
258
Perfromance Wealth Partners
Illinois
$3.42M 48,543 +4,241 +10%
JWCA
259
J.W. Cole Advisors
Florida
$3.42M 48,521 -10,687 -18%
VF
260
Virtu Financial
New York
$3.41M 48,342 +48,342 New
UCFA
261
United Capital Financial Advisors
Texas
$3.41M 48,331 -8,412 -15%
CAL
262
Capital Analysts LLC
Pennsylvania
$3.4M 48,225 -27,777 -37%
TC
263
TAP Consulting
Missouri
$3.4M 48,226 +2,168 +5%
GB
264
Gunma Bank
Japan
$3.38M 48,000 +48,000 New
EP
265
Eudaimonia Partners
Tennessee
$3.36M 47,715 -1,020 -2%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$3.32M 48,743 +7,135 +17%
BSG
267
Black Swift Group
Colorado
$3.28M 46,520 +46,520 New
PFP
268
Paragon Financial Partners
California
$3.28M 46,468 -26 -0.1%
AP
269
Appleton Partners
Massachusetts
$3.23M 45,848 +480 +1%
VIA
270
Vickerman Investment Advisors
Washington
$3.21M 45,463 -1,996 -4%
Point72 Asset Management
271
Point72 Asset Management
Connecticut
$3.19M 45,300 +45,300 New
GT
272
Glenmede Trust
Pennsylvania
$3.19M 45,258 -175 -0.4%
AA
273
Apriem Advisors
California
$3.18M 45,050 -209 -0.5%
BCA
274
Bray Capital Advisors
Florida
$3.17M 45,020 -2,089 -4%
NB
275
NBT Bank
New York
$3.17M 44,957 -961 -2%
9 10
11
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