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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
376
Primoris Wealth Advisors
Florida
$1.66M +$240K +4,151 +17%
EAM
377
Empirical Asset Management
Massachusetts
$1.65M -$117K -1,781 -7%
TA
378
TKG Advisors
Indiana
$1.65M -$1.14M -17,334 -41%
MCM
379
Manchester Capital Management
Vermont
$1.64M -$85.1K -1,300 -5%
CCM
380
Cribstone Capital Management
Maine
$1.64M -$32.1K -490 -2%
BFM
381
Boothbay Fund Management
New York
$1.63M +$92.9K +1,419 +6%
SB
382
Simmons Bank
Arkansas
$1.62M +$19.4K +296 +1%
GSC
383
G&S Capital
Colorado
$1.62M -$1M -15,327 -38%
IFPG
384
Intrepid Financial Planning Group
Indiana
$1.62M -$1.24K -19 -0.1%
ZIG
385
Zullo Investment Group
Pennsylvania
$1.61M +$89.1K +1,360 +6%
FHA
386
Flagship Harbor Advisors
Massachusetts
$1.6M +$172K +2,622 +12%
WA
387
WESPAC Advisors
California
$1.6M -$1.02M -15,540 -39%
SC
388
Solstein Capital
California
$1.59M +$112K +1,702 +8%
SAM
389
Securian Asset Management
Minnesota
$1.57M – – –
OR
390
Olympiad Research
Connecticut
$1.56M -$1.58M -24,119 -50%
SF
391
Synovus Financial
Georgia
$1.56M -$57.6K -880 -4%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$1.56M +$66.7K +1,018 +4%
USCWA
393
U.S. Capital Wealth Advisors
Texas
$1.55M -$780K -11,910 -33%
BP
394
Broadleaf Partners
Ohio
$1.51M -$18.9K -289 -1%
HVIA
395
Hudson Valley Investment Advisors
New York
$1.51M -$8.91K -136 -0.6%
ZIG
396
Zurich Insurance Group
Switzerland
$1.51M +$720K +11,700 +91%
MPW
397
MGO Private Wealth
California
$1.49M +$1.49M +22,769 New
SFG
398
Sowa Financial Group
Rhode Island
$1.49M -$5.9K -90 -0.4%
PG
399
Proffitt & Goodson
Tennessee
$1.46M +$12.2K +186 +0.8%
LFA
400
Laraway Financial Advisors
Minnesota
$1.46M -$3.28K -50 -0.2%
14 15
16
17 18