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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 %
AFO
701
Allie Family Office
Florida
$475K +$38.1K +540 +9%
NA
702
Nottingham Advisors
New York
$473K – – –
DADC
703
D.A. Davidson & Co
Montana
$472K +$203K +2,877 +75%
SCM
704
Spreng Capital Management
Ohio
$467K – – –
BCM
705
Bayesian Capital Management
New York
$466K +$466K +6,609 New
Brown Advisory
706
Brown Advisory
Maryland
$465K +$465K +6,601 New
SW
707
SteelPeak Wealth
California
$461K – – –
SCP
708
Silverleafe Capital Partners
Tennessee
$460K -$7.54K -107 -2%
CC
709
Courier Capital
New York
$458K – – –
LWA
710
Lowe Wealth Advisors
Maryland
$456K -$49.4K -700 -10%
CL
711
COWA LLC
Oklahoma
$453K +$33K +468 +8%
FPW
712
Flagship Private Wealth
Massachusetts
$453K +$44.9K +637 +11%
CSIC
713
Clifford Swan Investment Counsel
California
$452K -$8.6K -122 -2%
JGUA
714
John G. Ullman & Associates
New York
$451K +$7.05K +100 +2%
SS
715
Sunbelt Securities
Texas
$448K -$11.8K -168 -3%
CIA
716
Cladis Investment Advisory
Montana
$447K -$353 -5 -0.1%
MCM
717
Maple Capital Management
Vermont
$447K +$62.3K +884 +16%
IWA
718
IBEX Wealth Advisors
New Jersey
$444K -$7.83K -111 -2%
WIA
719
World Investment Advisors
California
$443K -$231K -3,274 -34%
PWP
720
Phillips Wealth Planners
Mississippi
$441K +$441K +6,473 New
CPIG
721
Chicago Partners Investment Group
Illinois
$440K +$14.7K +215 +3%
9WM
722
9258 Wealth Management
Ohio
$440K -$9.24K -131 -2%
SP
723
Successful Portfolios
Florida
$437K +$1.06K +15 +0.2%
IFS
724
Ifrah Financial Services
Arkansas
$437K -$14K -198 -3%
PAG
725
Private Advisor Group
New Jersey
$431K -$109K -54,118 -20%
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