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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 %
TC
351
Trust Company
Kansas
$2.17M 30,745 +3,673 +14%
CAM
352
Cresset Asset Management
Illinois
$2.16M 42,730 +23,360 +121%
IP
353
Ignite Planners
California
$2.14M 31,855 +31,855 New
FMTCOCP
354
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.14M 30,353 +846 +3%
AF
355
Advisornet Financial
Minnesota
$2.14M 30,297 -13,510 -31%
KP
356
Keel Point
Alabama
$2.12M 30,010 +8,886 +42%
GW
357
GW & Wade
Massachusetts
$2.11M 29,984 -35,276 -54%
CAC
358
Core Alternative Capital
Georgia
$2.11M 29,900 +29,714 +15,975%
PA
359
Procyon Advisors
Connecticut
$2.09M 29,677 +20,054 +208%
WBCM
360
Wilson & Boucher Capital Management
California
$2.09M 29,653 +70 +0.2%
SRSA
361
S.R. Schill & Associates
Washington
$2.08M 29,483 +436 +2%
LHWM
362
Lake Hills Wealth Management
Texas
$2.08M 29,465 +29,465 New
Fidelity Investments
363
Fidelity Investments
Massachusetts
$2.08M 29,458 +1,155 +4%
MA
364
Montag & Associates
Georgia
$2.06M 29,183 -1,115 -4%
CTB
365
Country Trust Bank
Illinois
$2.06M 29,176 -296,764 -91%
SCA
366
Sage Capital Advisors
South Dakota
$2.05M 29,096 +14,356 +97%
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$2.04M 28,990 +5,240 +22%
PWS
368
Precision Wealth Strategies
Missouri
$2.02M 28,609 -5,930 -17%
WB
369
WesBanco Bank
West Virginia
$2.01M 28,476 +22,203 +354%
ClearBridge Investments
370
ClearBridge Investments
New York
$2M 28,392 – –
RA
371
RFG Advisory
Alabama
$2M 29,458 +25,013 +563%
NMG
372
New Millennium Group
Utah
$1.98M 28,090 -49,070 -64%
PWG
373
Private Wealth Group
Florida
$1.97M 27,973 +12,521 +81%
AIC
374
Ayalon Insurance Company
Israel
$1.95M 27,687 -12,331 -31%
SC
375
Solstein Capital
California
$1.92M 27,302 +3,020 +12%
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