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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 %
ST
326
Sabal Trust
Florida
$2.42M 34,307 -1,763 -5%
AFP
327
Ausdal Financial Partners
Iowa
$2.42M 34,260 +1,222 +4%
AAIM
328
American Assets Investment Management
California
$2.4M 34,000 – –
LCM
329
LCM Capital Management
Illinois
$2.39M 33,942 +7 +0%
SFS
330
Sowell Financial Services
Arkansas
$2.38M 33,773 +6,587 +24%
CWM
331
Collaborative Wealth Management
Florida
$2.34M 33,213 +5,034 +18%
FSA
332
Fort Sheridan Advisors
Illinois
$2.33M 33,075 -3,671 -10%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$2.32M 32,968 +1,268 +4%
CH
334
Canton Hathaway
Rhode Island
$2.32M 32,878 – –
MBT
335
Montecito Bank & Trust
California
$2.31M 32,829 -875 -3%
SVWAG
336
Sound View Wealth Advisors Group
Georgia
$2.29M 36,219 +22,822 +170%
TTWM
337
TCV Trust & Wealth Management
Virginia
$2.29M 32,518 +6,797 +26%
BC
338
Brookfield Corp
Ontario, Canada
$2.28M 32,353 +32,353 New
FANJ
339
Financial Architects (New Jersey)
New Jersey
$2.27M 32,144 -4,929 -13%
F4L
340
Fortune 45 LLC
Louisiana
$2.25M 31,850 +363 +1%
Fisher Asset Management
341
Fisher Asset Management
Washington
$2.24M 31,780 -3,196 -9%
DLCIG
342
D.L. Carlson Investment Group
New Hampshire
$2.22M 31,468 -1,708 -5%
JGC
343
J. Goldman & Co
New York
$2.21M 31,341 -62,294 -67%
ACM
344
AlphaStar Capital Management
North Carolina
$2.2M 31,245 -6,448 -17%
PFS
345
Prospera Financial Services
Texas
$2.19M 31,133 +25,898 +495%
VA
346
Valmark Advisers
Ohio
$2.18M 30,911 +4,615 +18%
SC
347
Sepio Capital
Utah
$2.17M 30,844 -149 -0.5%
WA
348
WP Advisors
California
$2.17M 30,827 +86 +0.3%
MBTD
349
Mechanics Bank - Trust Department
California
$2.17M 30,824 +18 +0.1%
ACI
350
Alpha Cubed Investments
California
$2.17M 30,778 -2,660 -8%
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14
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