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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 %
PAS
326
Park Avenue Securities
New York
$2.23M 31,791 -7,418 -19%
MBTD
327
Mechanics Bank - Trust Department
California
$2.23M 31,797 -829 -3%
SC
328
Sepio Capital
Utah
$2.22M 31,645 -78 -0.2%
Lazard Asset Management
329
Lazard Asset Management
New York
$2.22M 31,650 +31,650 New
BSG
330
Black Swift Group
Colorado
$2.21M 31,475 +31,475 New
DSN
331
D. Scott Neal
Kentucky
$2.18M 31,039 +31,039 New
VWM
332
Venturi Wealth Management
Texas
$2.17M 30,992 +4,293 +16%
LJAC
333
L.J. Altfest & Co
New York
$2.16M 30,800 -731 -2%
MA
334
Montag & Associates
Georgia
$2.15M 30,712 -1,336 -4%
CCA
335
Catalyst Capital Advisors
New York
$2.11M 30,040 +5,161 +21%
ACM
336
Ascendant Capital Management
California
$2.1M 30,000 +30,000 New
PI
337
Parkside Investments
Illinois
$2.1M 30,000 – –
Wealthfront Advisers
338
Wealthfront Advisers
California
$2.1M 29,901 +12,976 +77%
SW
339
SteelPeak Wealth
California
$2.1M 29,875 +21,700 +265%
MA
340
MBA Advisors
Pennsylvania
$2.05M 29,284 +2,248 +8%
WBCM
341
Wilson & Boucher Capital Management
California
$2.05M 29,205 -1,297 -4%
CWM
342
Collaborative Wealth Management
Florida
$2.05M 29,209 +29,209 New
BCFS
343
Butensky & Cohen Financial Security
Florida
$2.03M 28,980 -32 -0.1%
PGFC
344
Peapack-Gladstone Financial Corp
New Jersey
$2.02M 28,839 -170 -0.6%
DSAM
345
Dock Street Asset Management
Florida
$2M 28,546 +976 +4%
AO
346
Advisor OS
Illinois
$2M 28,547 +28,547 New
FMTCOCP
347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2M 28,450 -979 -3%
TRCT
348
Tower Research Capital (TRC)
New York
$1.99M 28,332 -14,836 -34%
HIS
349
Horizon Investment Services
Indiana
$1.98M 28,284 +4,826 +21%
OAM
350
Oppenheimer Asset Management
New York
$1.97M 28,100 +2,310 +9%
12 13
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