XLU icon

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 %
PAMS
301
Pictet Asset Management (Switzerland)
Switzerland
$2.76M 39,135 -3,500 -8%
RJT
302
Raymond James Trust
Florida
$2.74M 38,916 +3,980 +11%
WAM
303
Worth Asset Management
Texas
$2.74M 38,813 +35,978 +1,269%
WPW
304
Waldron Private Wealth
Pennsylvania
$2.71M 41,331 – –
TRCT
305
Tower Research Capital (TRC)
New York
$2.71M 38,400 +38,253 +26,022%
SWP
306
Stratos Wealth Partners
Ohio
$2.7M 38,306 +1,157 +3%
BHWM
307
Bar Harbor Wealth Management
New Hampshire
$2.69M 38,094 -537 -1%
ABC
308
Associated Banc-Corp
Wisconsin
$2.67M 37,839 -697 -2%
WIC
309
Woodmont Investment Counsel
Tennessee
$2.64M 37,418 -58,873 -61%
SIMM
310
Stillwater Investment Management (Minnesota)
Minnesota
$2.62M 37,173 +765 +2%
FFS
311
Founders Financial Securities
Maryland
$2.6M 36,920 +8,390 +29%
SW
312
Signify Wealth
Missouri
$2.58M 36,651 +36,651 New
E
313
Ergoteles
New York
$2.58M 36,570 -38,437 -51%
AO
314
Advisor OS
Illinois
$2.58M 36,561 +5,305 +17%
TW
315
TrinityPoint Wealth
Connecticut
$2.58M 36,550 +9,122 +33%
CWM
316
CMH Wealth Management
New Hampshire
$2.56M 36,290 +756 +2%
SPFA
317
Summit Place Financial Advisors
New Jersey
$2.55M 36,110 +6,125 +20%
CIM
318
CIM Investment Management
Pennsylvania
$2.51M 35,642 -1,008 -3%
IFA
319
Interactive Financial Advisors
Illinois
$2.5M 35,489 +1,664 +5%
LPT
320
Legacy Private Trust
Wisconsin
$2.5M 35,406 +26,054 +279%
American Century Companies
321
American Century Companies
Missouri
$2.48M 35,205 +35,205 New
PP
322
Paloma Partners
Connecticut
$2.47M 35,092 +35,092 New
FG
323
Fiduciary Group
Georgia
$2.47M 35,000 -953 -3%
MYLI
324
Meiji Yasuda Life Insurance
Japan
$2.45M 34,675 – –
PG
325
Prostatis Group
Maryland
$2.44M 34,588 +34,588 New
11 12
13
14 15