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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 %
LWM
776
Laidlaw Wealth Management
New York
$349K -$716K -10,161 -67%
RIS
777
Retirement Income Solutions
Michigan
$349K -$558K -7,918 -62%
IC
778
Inscription Capital
Texas
$348K -$87.4K -1,240 -20%
ATFA
779
All Terrain Financial Advisors
Minnesota
$345K +$635 +9 +0.2%
H
780
HoyleCohen
California
$345K +$48.7K +691 +16%
WHCI
781
W.H. Cornerstone Investments
Massachusetts
$344K +$344K +4,827 New
SB
782
Strategic Blueprint
Georgia
$344K -$12.2K -173 -3%
BP
783
Ballentine Partners
Massachusetts
$343K – – –
CWM
784
Cedar Wealth Management
California
$340K -$35.3K -500 -9%
MMPW
785
Mitchell McLeod Pugh & Williams
Alabama
$335K +$335K +4,751 New
BOM
786
Bank of Marin
California
$334K +$334K +4,741 New
AWM
787
Activest Wealth Management
Florida
$332K +$5.29K +75 +2%
LWM
788
Lodestone Wealth Management
Washington
$325K +$325K +4,612 New
GA
789
GFS Advisors
Texas
$324K +$35.3K +500 +12%
TWC
790
TD Waterhouse Canada
Ontario, Canada
$323K -$1.96M -27,869 -86%
FNT
791
First National Trust
Pennsylvania
$322K -$63.1K -895 -16%
G
792
Gainplan
Michigan
$321K +$321K +4,550 New
BCP
793
Berkeley Capital Partners
Georgia
$318K +$318K +4,504 New
CCA
794
Cadent Capital Advisors
Oklahoma
$317K -$8.11K -115 -2%
FNFDCM
795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$317K – – –
WEG
796
World Equity Group
Illinois
$316K -$18K -255 -5%
AGM
797
Alpine Global Management
New York
$314K -$3.05M -43,248 -91%
IGGA
798
Iron Gate Global Advisors
Utah
$313K – – –
WFA
799
WMG Financial Advisors
Tennessee
$312K +$8.88K +126 +3%
JPLA
800
Joseph P. Lucia & Associates
New York
$310K -$26.3K -373 -8%
30 31
32
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