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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,109 hedge funds and large institutions have $12.9B invested in Utilities Select Sector SPDR Fund in 2022 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 453 increasing their positions, 302 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+58
Holders Change %
+5.52%
% of All Funds
18.75%
Holding in Top 10
53
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+51.43%
% of All Funds
0.9%
New
163
Increased
453
Reduced
302
Closed
90
Calls
$742M
Puts
$1.19B
Net Calls
-$446M
Net Calls Change
+$779M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$683M
2
Bessemer Group
Bessemer Group
New Jersey
+$266M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$175M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$153M
5
Ameriprise
Ameriprise
Minnesota
+$124M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$241M
2
N
Natixis
France
-$149M
3
TC
Tairen Capital
Hong Kong
-$86.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$64.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
626
WealthSource Partners
California
$585K -$2.12M -30,171 -78%
EP
627
Edgestream Partners
New Jersey
$578K +$305K +4,340 +111%
AMC
628
Asset Management Corp
Illinois
$574K -$28.1K -400 -5%
MAM
629
MMA Asset Management
Pennsylvania
$574K – – –
PSIWM
630
Paradigm Strategies in Wealth Management
Minnesota
$567K +$34.2K +488 +6%
NFSG
631
Newbridge Financial Services Group
Florida
$563K +$75.7K +1,079 +16%
RIA
632
Realta Investment Advisors
Delaware
$555K -$166K -2,305 -23%
ECM
633
ExodusPoint Capital Management
New York
$554K +$554K +7,900 New
JWA
634
JFS Wealth Advisors
Pennsylvania
$550K +$32K +457 +6%
HCMT
635
Highland Capital Management (Tennessee)
Tennessee
$545K – – –
APW
636
Aurora Private Wealth
New Jersey
$545K +$27.7K +395 +5%
MMA
637
Miracle Mile Advisors
California
$544K +$544K +7,758 New
JCM
638
J2 Capital Management
Michigan
$538K +$276K +3,935 +105%
FA
639
FDx Advisors
Illinois
$536K +$342K +4,873 +176%
OCM
640
Objective Capital Management
Ohio
$534K +$701 +10 +0.1%
GC
641
Garde Capital
Washington
$532K – – –
CAM
642
Concorde Asset Management
Michigan
$529K +$243K +3,458 +85%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$525K +$525K +7,486 New
TB
644
Treynor Bancshares
Iowa
$521K +$237K +3,372 +83%
BFG
645
Berger Financial Group
Minnesota
$518K – – –
F
646
F3Logic
Minnesota
$517K -$70 -1 -0%
EWM
647
Endurance Wealth Management
Rhode Island
$516K -$46.7K -665 -8%
CC
648
Constitution Capital
Connecticut
$512K -$77.2K -1,100 -13%
LPIC
649
LeJeune Puetz Investment Counsel
Michigan
$511K – – –
Cerity Partners
650
Cerity Partners
New York
$511K +$42.5K +606 +9%
24 25
26
27 28