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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 %
GG
901
Gofen & Glossberg
Illinois
$225K – – –
PWP
902
Principle Wealth Partners
Connecticut
$223K -$1.62K -23 -0.7%
MAG
903
Mayfair Advisory Group
Alabama
$223K +$286 +4 +0.1%
BFG
904
Bleakley Financial Group
New Jersey
$223K +$223K +3,159 New
BOPW
905
Brandywine Oak Private Wealth
Pennsylvania
$221K -$1.41K -20 -0.6%
Wealth Enhancement Advisory Services
906
Wealth Enhancement Advisory Services
Minnesota
$220K +$2.74K +40 +1%
T
907
TCWP
Ohio
$220K +$220K +3,114 New
BFA
908
Bragg Financial Advisors
North Carolina
$219K +$219K +3,113 New
CDH
909
Charles D. Hyman
$219K – – –
KLCM
910
KG&L Capital Management
Louisiana
$219K +$219K +3,106 New
LFA
911
LGT Financial Advisors
Texas
$219K +$219K +3,101 New
NF
912
Nvest Financial
New Hampshire
$217K +$217K +3,084 New
AMCA
913
Arthur M. Cohen & Associates
Illinois
$217K – – –
AL
914
Aspiriant LLC
California
$216K -$478K -6,775 -69%
SIG
915
Sargent Investment Group
Maryland
$215K +$215K +3,050 New
DBRC
916
D.B. Root & Company
Pennsylvania
$214K -$1.15M -16,264 -84%
SL
917
Salomon & Ludwin
Virginia
$213K -$15.5K -220 -7%
ORC
918
O'Rourke & Company
Massachusetts
$213K -$21.8K -309 -9%
RT
919
Rockland Trust
Massachusetts
$213K +$213K +3,015 New
TFS
920
Thoroughbred Financial Services
Tennessee
$213K +$213K +3,027 New
PWM
921
PBMares Wealth Management
Virginia
$212K -$90.5K -1,283 -30%
CT
922
Cambridge Trust
Massachusetts
$210K – – –
CFD
923
Creative Financial Designs
Indiana
$210K -$2.82K -40 -1%
S
924
SignatureFD
Georgia
$210K +$51.1K +725 +32%
BSA
925
Braun Stacey Associates
New York
$210K +$210K +2,972 New
35 36
37
38 39