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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
N
2
Natixis
France
$140M
3
Morgan Stanley
3
Morgan Stanley
New York
$974M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$309M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$62M

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 %
HWA
426
Heritage Wealth Advisors
Virginia
$1.58M 22,426 +968 +5%
SW
427
SMART Wealth
Nebraska
$1.57M 22,278 +22,278 New
LFA
428
Laraway Financial Advisors
Minnesota
$1.56M 22,186 -54 -0.2%
PG
429
Proffitt & Goodson
Tennessee
$1.56M 22,114 -192 -0.9%
CHC
430
City Holding Co
West Virginia
$1.53M 21,763 -465 -2%
CIC
431
Chilton Investment Company
Connecticut
$1.52M 21,500 – –
HCM
432
Hollencrest Capital Management
California
$1.51M 21,371 – –
CWMU
433
Caliber Wealth Management (Utah)
Utah
$1.48M 21,014 +21,014 New
PWM
434
Perigon Wealth Management
California
$1.47M 20,891 +8,816 +73%
LIG
435
Lokken Investment Group
Delaware
$1.47M 20,883 +880 +4%
JFG
436
Jefferies Financial Group
New York
$1.46M 20,648 +20,648 New
BFA
437
Brendel Financial Advisors
New Hampshire
$1.45M 20,576 +68 +0.3%
CAL
438
Capital Advisors Ltd
Ohio
$1.45M 20,568 +329 +2%
BCM
439
Basso Capital Management
Connecticut
$1.44M 20,475 +20,475 New
PCWA
440
Pacific Capital Wealth Advisors
California
$1.44M 20,389 -1,591 -7%
LSC
441
Logan Stone Capital
Illinois
$1.43M 20,279 +6,173 +44%
MFG
442
MidWestOne Financial Group
Iowa
$1.43M 20,231 -1,667 -8%
AWM
443
Apollon Wealth Management
South Carolina
$1.42M 20,207 -7,760 -28%
USCWA
444
U.S. Capital Wealth Advisors
Texas
$1.42M 20,193 -3,508 -15%
HBWM
445
Hollow Brook Wealth Management
New York
$1.42M 20,102 -480 -2%
WA
446
WESPAC Advisors
California
$1.41M 19,971 -4,389 -18%
CAC
447
Certified Advisory Corp
Florida
$1.39M 19,782 -726 -4%
NFP
448
Narus Financial Partners
Utah
$1.39M 19,746 +3,454 +21%
ZIG
449
Zurich Insurance Group
Switzerland
$1.38M 22,489 -2,030 -8%
LWANC
450
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.37M 19,473 +709 +4%
16 17
18
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