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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 %
TWM
751
Tradition Wealth Management
Minnesota
$383K +$304K +4,312 +384%
BSW
752
Buckingham Strategic Wealth
Missouri
$381K -$27.4K -389 -7%
SCM
753
Sebold Capital Management
Illinois
$381K +$381K +5,406 New
BS
754
Boenning & Scattergood
Pennsylvania
$379K -$207K -2,789 -35%
APP
755
Avantax Planning Partners
Iowa
$379K +$13.6K +193 +4%
BAM
756
Berkshire Asset Management
Pennsylvania
$378K +$106K +1,500 +39%
ISL
757
Ingalls & Snyder LLC
New York
$377K – – –
NWA
758
Navis Wealth Advisors
New York
$377K +$59.5K +844 +19%
HPC
759
HM Payson & Co
Maine
$374K +$352 +5 +0.1%
HIA
760
Harbor Investment Advisory
Maryland
$372K +$10.6K +151 +3%
CFGS
761
Concourse Financial Group Securities
Alabama
$372K +$38.1K +541 +11%
CGA
762
Crescent Grove Advisors
Illinois
$371K – – –
JDR
763
Jay D. Rosenbaum
$371K +$371K +5,257 New
NAM
764
NTV Asset Management
West Virginia
$370K +$14.1K +200 +4%
BBA
765
BLB&B Advisors
Pennsylvania
$370K -$45.8K -650 -11%
BFA
766
Beaumont Financial Advisors
Massachusetts
$369K -$499K -7,081 -58%
IAA
767
Ironsides Asset Advisors
North Carolina
$367K -$5.29K -75 -1%
DI
768
Diligent Investors
California
$367K – – –
ST
769
Spinnaker Trust
Maine
$365K -$2.68K -38 -0.7%
GAM
770
Grandview Asset Management
Pennsylvania
$362K +$2.25K +32 +0.6%
PFA
771
Petra Financial Advisors
Colorado
$356K +$356K +5,052 New
HFA
772
High Falls Advisors
New York
$355K -$310K -4,400 -47%
DWM
773
Darwin Wealth Management
Florida
$355K +$355K +4,975 New
PIMG
774
Patriot Investment Management Group
Tennessee
$355K – – –
AWA
775
Alta Wealth Advisors
Massachusetts
$351K +$776 +11 +0.2%
29 30
31
32 33