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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 %
TCOO
276
Trust Company of Oklahoma
Oklahoma
$3.16M 44,888 -931 -2%
HI
277
Harbour Investments
Wisconsin
$3.14M 44,599 +12,612 +39%
SW
278
SVB Wealth
Massachusetts
$3.13M 44,455 -723 -2%
ATPW
279
Ashton Thomas Private Wealth
Arizona
$3.13M 44,327 +9,904 +29%
CWM
280
Cranbrook Wealth Management
Michigan
$3.08M 43,684 -645 -1%
TW
281
Transform Wealth
Colorado
$3.06M 43,385 -12,479 -22%
ASN
282
Advisory Services Network
Georgia
$3.06M 43,352 +2,601 +6%
BRG
283
Bay Rivers Group
Virginia
$3M 42,608 +42,608 New
FMC
284
First Merchants Corp
Indiana
$3M 42,507 -3,952 -9%
GWP
285
Gateway Wealth Partners
Wisconsin
$3M 42,499 +42,499 New
EIP
286
Ellis Investment Partners
Pennsylvania
$2.98M 42,300 +2,629 +7%
PFM
287
Parsec Financial Management
North Carolina
$2.98M 42,228 -2,116 -5%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$2.95M 41,675 -86,191 -67%
BDWCC
289
B&D White Capital Company
Texas
$2.95M 41,885 +4,526 +12%
CFO
290
Capitol Family Office
Oregon
$2.93M 41,570 +41,570 New
HNB
291
Huntington National Bank
Ohio
$2.89M 40,993 -1,140 -3%
CCM
292
Crabel Capital Management
California
$2.89M 40,978 +40,978 New
HT
293
Headlands Technologies
Illinois
$2.89M 40,981 +40,981 New
Cerity Partners
294
Cerity Partners
New York
$2.86M 40,640 +32,693 +411%
FFN
295
Focus Financial Network
Minnesota
$2.86M 40,547 -14,343 -26%
IP
296
Investment Partners
Ohio
$2.84M 40,231 -19,888 -33%
WHRC
297
W.H. Reaves & Co
New Jersey
$2.83M 40,093 +40,093 New
SFG
298
StrategIQ Financial Group
Indiana
$2.83M 40,078 +173 +0.4%
GVAG
299
Great Valley Advisor Group
Delaware
$2.79M 39,529 -8,225 -17%
MA
300
MBA Advisors
Pennsylvania
$2.77M 39,334 +1,974 +5%
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