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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,109 hedge funds and large institutions have $12.9B invested in Utilities Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 453 increasing their positions, 302 reducing their positions, and 90 closing their positions.

Holders
1,109
Holders Change
+58
Holders Change %
+5.52%
% of All Funds
18.75%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.9%
New
163
Increased
453
Reduced
302
Closed
90
Calls
$742M
Puts
$1.19B
Net Calls
-$446M
Net Calls Change
+$779M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.34B
2
Bessemer Group
2
Bessemer Group
New Jersey
$266M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$176M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$471M
5
Ameriprise
5
Ameriprise
Minnesota
$214M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$938M
2
N
2
Natixis
France
$0
3
TC
3
Tairen Capital
Hong Kong
$22.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$172M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
276
Trek Financial
Arizona
$2.89M 41,149 -22,031 -35%
TFA
277
Toth Financial Advisory
Virginia
$2.86M 40,710 +6,448 +19%
DTIM
278
Danda Trouve Investment Management
Kansas
$2.85M 40,565 -176 -0.4%
AWM
279
Axxcess Wealth Management
California
$2.82M 40,267 +21,954 +120%
AWP
280
Accretive Wealth Partners
New Jersey
$2.82M 40,160 -63 -0.2%
GSC
281
G&S Capital
Colorado
$2.81M 39,997 +39,997 New
WA
282
WESPAC Advisors
California
$2.8M 39,900 +17,693 +80%
IP
283
Investment Partners
Ohio
$2.79M 39,791 +2,200 +6%
FMC
284
First Merchants Corp
Indiana
$2.77M 39,526 -9,330 -19%
EIP
285
Ellis Investment Partners
Pennsylvania
$2.76M 39,349 +954 +2%
BHWM
286
Bar Harbor Wealth Management
New Hampshire
$2.75M 39,181 +2,492 +7%
BRG
287
Bay Rivers Group
Virginia
$2.74M 39,088 +39,088 New
WA
288
WBH Advisory
Maryland
$2.74M 38,982 -767 -2%
FG
289
Fiduciary Group
Georgia
$2.74M 36,242 -176 -0.5%
ATPW
290
Ashton Thomas Private Wealth
Arizona
$2.71M 38,589 -13,354 -26%
Koshinski Asset Management
291
Koshinski Asset Management
Illinois
$2.7M 38,427 -1,254 -3%
ST
292
Sabal Trust
Florida
$2.62M 37,395 -898 -2%
ABC
293
Associated Banc-Corp
Wisconsin
$2.61M 37,176 +1,830 +5%
QT
294
Quantbot Technologies
New York
$2.58M 36,854 +11,726 +47%
FSA
295
Fort Sheridan Advisors
Illinois
$2.58M 36,746 – –
BDWCC
296
B&D White Capital Company
Texas
$2.56M 36,491 +36,491 New
GIA
297
Gladstone Institutional Advisory
Florida
$2.55M 36,327 +24,426 +205%
EH
298
Equitable Holdings
New York
$2.51M 35,836 -9,950 -22%
Brown Advisory
299
Brown Advisory
Maryland
$2.5M 35,666 +1 +0%
USCWA
300
U.S. Capital Wealth Advisors
Texas
$2.5M 35,611 -9,289 -21%
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12
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