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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 %
CB
376
Commerce Bank
Missouri
$1.92M 27,285 +1,065 +4%
TCM
377
Triumph Capital Management
Colorado
$1.92M 27,260 +20,724 +317%
SF
378
Synovus Financial
Georgia
$1.92M 27,254 +3,440 +14%
FHA
379
Flagship Harbor Advisors
Massachusetts
$1.91M 27,106 +2,640 +11%
SB
380
Simmons Bank
Arkansas
$1.91M 27,099 +2,414 +10%
BCFS
381
Butensky & Cohen Financial Security
Florida
$1.9M 26,928 -218 -0.8%
WCM
382
Windham Capital Management
Massachusetts
$1.89M 26,800 – –
CFA
383
Camarda Financial Advisors
Florida
$1.88M 26,676 -829 -3%
VCM
384
Virtue Capital Management
Tennessee
$1.87M 26,548 -399 -1%
KPWS
385
Kestra Private Wealth Services
Texas
$1.87M 26,511 -1,287 -5%
COI
386
Connable Office Inc
Michigan
$1.86M 26,309 – –
KA
387
Kovack Advisors
Florida
$1.84M 26,154 +535 +2%
AWS
388
AJ Wealth Strategies
New York
$1.84M 26,111 -39,199 -60%
SIM
389
SSI Investment Management
California
$1.84M 26,056 -20 -0.1%
CCM
390
Cribstone Capital Management
Maine
$1.82M 25,771 +816 +3%
PP
391
Patten & Patten
Tennessee
$1.81M 25,722 -195 -0.8%
AF
392
Allworth Financial
California
$1.8M 25,493 -697 -3%
BEI
393
Benjamin Edwards Inc
Missouri
$1.8M 25,473 +4,979 +24%
ZIG
394
Zullo Investment Group
Pennsylvania
$1.79M 25,445 +883 +4%
MCM
395
Manchester Capital Management
Vermont
$1.79M 25,403 +363 +1%
SG
396
Sourcerock Group
Colorado
$1.76M 25,000 +25,000 New
CPM
397
Connective Portfolio Management
New York
$1.76M 25,000 +25,000 New
TF
398
TIAA FSB
Florida
$1.75M 24,803 -2,531 -9%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$1.74M 24,647 -71,274 -74%
IFPG
400
Intrepid Financial Planning Group
Indiana
$1.73M 24,538 -136 -0.6%
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16
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