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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$16.8M 257,153 +40,684 +19%
AWM
77
Abound Wealth Management
Tennessee
$16.7M 254,845 +21,914 +9%
KAS
78
Kestra Advisory Services
Texas
$15.6M 237,406 -181,683 -43%
FFBTD
79
First Financial Bank - Trust Division
Ohio
$15M 229,064 +17,566 +8%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$14.9M 227,203 +16,478 +8%
MPM
81
Meritage Portfolio Management
Kansas
$14.2M 216,478 +87,396 +68%
Mariner
82
Mariner
Kansas
$13.4M 204,871 +14,535 +8%
IA
83
IFP Advisors
Florida
$13.2M 314,979 +42,737 +16%
AF
84
Alerus Financial
North Dakota
$13.2M 200,975 +35,190 +21%
FCC
85
Florin Court Capital
United Kingdom
$13M 199,000 +1,700 +0.9%
NWM
86
NEIRG Wealth Management
Massachusetts
$13M 198,246 +41,227 +26%
CIAS
87
Capital Investment Advisory Services
North Carolina
$12.9M 196,164 +4,833 +3%
Verition Fund Management
88
Verition Fund Management
Connecticut
$12.8M 195,309 +195,309 New
AIA
89
Acute Investment Advisory
Arizona
$12.5M 191,439 +112,795 +143%
GIA
90
Gladstone Institutional Advisory
Florida
$12.1M 184,103 +147,776 +407%
AFWM
91
AMJ Financial Wealth Management
Virginia
$11.8M 180,755 +180,755 New
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$11.8M 179,741 +45,541 +34%
CA
93
CoreCap Advisors
Michigan
$11.6M 177,705 +164,948 +1,293%
MCC
94
Money Concepts Capital
Florida
$11.4M 174,480 +13,532 +8%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$11.3M 171,972 +10,917 +7%
CS
96
Credit Suisse
Switzerland
$11.1M 168,783 -40,420 -19%
DWP
97
Destiny Wealth Partners
Florida
$10.7M 162,877 +162,377 +32,475%
LMIM
98
Lockheed Martin Investment Management
Maryland
$10.5M 159,750 – –
MCM
99
MAI Capital Management
Ohio
$10.4M 159,255 +19,240 +14%
TAM
100
Trust Asset Management
Texas
$10.4M 158,751 +11,353 +8%
2 3
4
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