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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NCM
501
Noesis Capital Mangement
Florida
$1.11M -$109K -1,550 -9%
FAM
502
Flaharty Asset Management
Florida
$1.1M +$1.1M +15,651 New
CAN
503
Claraphi Advisory Network
United States
$1.1M -$50.8K -721 -4%
SCA
504
Stillwater Capital Advisors
Pennsylvania
$1.1M +$19.6K +278 +2%
BAM
505
Belpointe Asset Management
Nevada
$1.08M -$812K -11,517 -43%
EWM
506
EPG Wealth Management
Georgia
$1.08M -$309K -4,387 -22%
WAS
507
Wealth Advisory Solutions
Indiana
$1.06M +$1.06M +15,038 New
CC
508
Centiva Capital
New York
$1.06M +$1.06M +15,022 New
HCP
509
Holt Capital Partners
Texas
$1.06M +$21.2K +300 +2%
OPWM
510
Oxinas Partners Wealth Management
Indiana
$1.06M -$6.06K -86 -0.6%
CW
511
Connectus Wealth
Ohio
$1.05M +$1.05M +14,946 New
MG
512
Mather Group
Illinois
$1.05M +$591K +8,376 +128%
MHS
513
M Holdings Securities
Oregon
$1.05M +$76.2K +1,081 +8%
MCC
514
Money Concepts Capital
Florida
$1.05M -$11.3M -159,649 -91%
ZIG
515
Zuckerman Investment Group
Illinois
$1.04M -$81.9K -1,161 -7%
VWA
516
Visionary Wealth Advisors
Illinois
$1.04M -$773K -10,963 -43%
PD
517
Planning Directions
Pennsylvania
$1.04M +$283K +4,019 +37%
PMG
518
ProVise Management Group
Florida
$1.04M -$93.3K -1,324 -8%
TCM
519
Telos Capital Management
California
$1.04M +$46.2K +656 +5%
SWP
520
Strategic Wealth Partners
Ohio
$1.03M +$483K +6,846 +88%
GF
521
Gabelli Funds
New York
$1.03M +$1.03M +14,620 New
TP
522
Tranquility Partners
Tennessee
$1.03M +$303K +4,293 +42%
FTC
523
Farmers Trust Company
Ohio
$1.03M +$226K +3,203 +28%
Sumitomo Mitsui Trust Group
524
Sumitomo Mitsui Trust Group
Japan
$1.02M +$79.7K +1,130 +8%
SCP
525
Stamos Capital Partners
California
$1.01M -$498K -7,060 -33%
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