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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 %
SDWMA
826
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$705 -10 -0.2%
BDF
827
Black Diamond Financial
Maryland
$289K – – –
BTI
828
Blue Trust Inc
Georgia
$288K +$149K +2,277 +108%
AAP
829
Arax Advisory Partners
Colorado
$288K +$775 +11 +0.3%
SCA
830
Snowden Capital Advisors
New York
$287K -$163K -2,315 -36%
TCM
831
Tuttle Capital Management
Connecticut
$287K – – –
SWA
832
Stratos Wealth Advisors
Ohio
$287K -$317K -4,498 -53%
GWM
833
Greenwich Wealth Management
Connecticut
$283K -$333K -4,729 -54%
CTA
834
Chesley Taft & Associates
Illinois
$282K – – –
WRM
835
Weybosset Research & Management
Rhode Island
$282K – – –
UPC
836
Utah Peaks Capital
Utah
$282K +$282K +4,000 New
HWMA
837
Heritage Wealth Management (Arizona)
Arizona
$280K +$202K +2,864 +258%
HIC
838
Holderness Investments Company
North Carolina
$280K – – –
AI
839
Atom Investors
Texas
$279K -$1.03M -14,631 -79%
LC
840
Lavaca Capital
Texas
$279K +$279K +3,953 New
SL
841
Sentinus LLC
Illinois
$276K +$12.9K +182 +5%
AAMA
842
Advanced Asset Management Advisors
Ohio
$275K +$4.79K +68 +2%
CIC
843
Cutler Investment Counsel
Oregon
$275K – – –
KCM
844
Kanawha Capital Management
Virginia
$274K +$29.8K +422 +12%
BJL
845
Brighton Jones LLC
Washington
$274K -$151K -2,149 -36%
OCM
846
Orleans Capital Management
Louisiana
$273K +$52.9K +750 +24%
TMWM
847
Taylor & Morgan Wealth Management
Michigan
$272K -$389K -5,523 -59%
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$272K +3,854 New
OSNBOA
849
Old Second National Bank of Aurora
Illinois
$272K -$1.62K -23 -0.6%
PCM
850
Prelude Capital Management
New York
$271K +$271K +3,850 New
32 33
34
35 36