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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 %
LDB
526
Lee, Danner & Bass
Tennessee
$1.01M -$409K -5,802 -29%
SIC
527
Samalin Investment Counsel
New York
$1.01M +$7.12K +101 +0.7%
PPP
528
Private Portfolio Partners
New Jersey
$1.01M +$101K +1,432 +11%
OC
529
Oppenheimer & Co
New York
$997K -$4.04M -57,367 -80%
UBV
530
United Bank (Virginia)
Virginia
$996K -$12.4K -176 -1%
DJYG
531
David J. Yvars Group
Florida
$995K +$1.92K +27 +0.2%
BIA
532
Barry Investment Advisors
Massachusetts
$989K -$132K -1,873 -12%
NCM
533
Novare Capital Management
North Carolina
$984K +$984K +13,951 New
AC
534
Abbrea Capital
California
$983K +$28.2K +400 +3%
RIA
535
Regal Investment Advisors
Michigan
$977K +$176K +2,497 +22%
AFP
536
Alpha Financial Partners
Kentucky
$974K +$974K +13,819 New
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$970K -$54.8K -2,447 -5%
AF
538
Arrow Financial
New York
$969K +$36.7K +521 +4%
SCI
539
Stableford Capital II
Arizona
$962K +$1.22K +17 +0.1%
PCA
540
Personal Capital Advisors
California
$953K +$591K +8,382 +163%
AFA
541
American Financial Advisors
Georgia
$949K -$13.3K -188 -1%
RCA
542
Resonant Capital Advisors
Wisconsin
$947K +$242K +3,429 +34%
GCMG
543
Gyroscope Capital Management Group
Florida
$938K +$71.7K +1,017 +8%
CCM
544
Cullen Capital Management
New York
$936K +$173K +2,449 +23%
MYIA
545
Mount Yale Investment Advisors
Colorado
$934K +$71.7K +1,017 +8%
TGAM
546
TBH Global Asset Management
Tennessee
$933K +$1.34K +19 +0.1%
BCM
547
Boltwood Capital Management
California
$930K +$24.2K +343 +3%
AWS
548
Arkfeld Wealth Strategies
Nebraska
$930K -$142K -1,984 -13%
HCWM
549
Harrison & Co Wealth Management
Virginia
$918K -$52.7K -748 -5%
JE
550
JMAC Enterprises
Pennsylvania
$915K -$154K -2,185 -14%
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