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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Cresset Asset Management
Illinois
$1.72M +$1.17M +16,953 +217%
SB
377
Simmons Bank
Arkansas
$1.71M +$153K +2,188 +10%
AWM
378
Apollon Wealth Management
South Carolina
$1.68M +$266K +3,792 +19%
SAM
379
Securian Asset Management
Minnesota
$1.68M – – –
TCA
380
Transcend Capital Advisors
New Jersey
$1.68M +$625K +8,905 +59%
CCM
381
Crabel Capital Management
California
$1.68M -$4.26M -60,770 -72%
CHC
382
City Holding Co
West Virginia
$1.66M +$39.3K +560 +2%
AWA
383
Arete Wealth Advisors
Illinois
$1.66M +$972K +13,804 +141%
SS
384
Simplicity Solutions
Minnesota
$1.66M +$1.66M +23,671 New
BFM
385
Boothbay Fund Management
New York
$1.65M +$1.65M +23,500 New
E
386
Ergoteles
New York
$1.65M -$7.59M -108,225 -82%
SWP
387
Stratos Wealth Partners
Ohio
$1.65M -$1.11M -15,768 -40%
TWC
388
TD Waterhouse Canada
Ontario, Canada
$1.64M -$127K -1,755 -7%
BP
389
Broadleaf Partners
Ohio
$1.64M -$254K -3,617 -13%
BAAM
390
Baker Avenue Asset Management
California
$1.63M +$1.63M +23,215 New
ZIG
391
Zullo Investment Group
Pennsylvania
$1.63M +$88.4K +1,261 +6%
HVIA
392
Hudson Valley Investment Advisors
New York
$1.63M +$61.4K +875 +4%
SFG
393
Sowa Financial Group
Rhode Island
$1.6M +$75.3K +1,074 +5%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$1.59M +$113K +1,616 +8%
SC
395
Solstein Capital
California
$1.58M +$349K +4,969 +28%
MYLI
396
Meiji Yasuda Life Insurance
Japan
$1.57M +$1.57M +22,372 New
FTA
397
Financial & Tax Architects
Missouri
$1.57M +$58.6K +835 +4%
CAN
398
Claraphi Advisory Network
United States
$1.57M -$167K -2,380 -10%
LFA
399
Laraway Financial Advisors
Minnesota
$1.56M -$23.8K -340 -2%
WFA
400
West Financial Advisors
Iowa
$1.56M +$70.7K +1,008 +5%
14 15
16
17 18