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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 %
BWM
576
Birchcreek Wealth Management
Ohio
$823K -$66.1K -938 -7%
GHA
577
Granite Harbor Advisors
Texas
$822K +$822K +11,665 New
GCP
578
Garda Capital Partners
Minnesota
$817K +$817K +11,583 New
AIM
579
Aspen Investment Management
Michigan
$815K -$693K -9,842 -46%
PWW
580
Pettyjohn Wood & White
Virginia
$815K +$12.3K +175 +2%
PAMG
581
Patton Albertson Miller Group
Tennessee
$814K -$26.4K -375 -3%
HI
582
Horizon Investments
North Carolina
$813K +$311K +4,413 +62%
TB
583
Treynor Bancshares
Iowa
$810K +$76.2K +1,081 +10%
TCB
584
Texas Capital Bancshares
Texas
$808K +$385K +5,454 +91%
SWM
585
Stockman Wealth Management
Montana
$808K +$808K +11,455 New
TPWA
586
TRUE Private Wealth Advisors
Oregon
$806K +$11.7K +166 +1%
LL
587
LWMG LLC
Minnesota
$804K +$804K +11,410 New
MWM
588
Meridian Wealth Management
Kentucky
$798K -$3.1K -44 -0.4%
GFG
589
Greystone Financial Group
Michigan
$795K +$185K +2,621 +30%
Neuberger Berman Group
590
Neuberger Berman Group
New York
$795K +$4.87K +69 +0.6%
DC
591
Destiny Capital
Colorado
$790K +$790K +11,907 New
MC
592
Moors & Cabot
Massachusetts
$789K +$64.9K +920 +9%
SFA
593
Sequoia Financial Advisors
Ohio
$784K +$65.6K +930 +9%
FNBT
594
FineMark National Bank & Trust
Florida
$781K +$60.1K +853 +8%
KWM
595
Keebeck Wealth Management
Illinois
$779K +$22K +312 +3%
CI
596
Clal Insurance
Israel
$775K – – –
SHFP
597
Second Half Financial Partners
Florida
$768K -$2.14K -31 -0.3%
IC
598
Innealta Capital
Texas
$766K +$766K +10,864 New
SLWA
599
San Luis Wealth Advisors
California
$765K -$49.6K -703 -6%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$752K +$237K +3,359 +46%
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24
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