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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.

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
SCB
2
Saudi Central Bank
Saudi Arabia
$189M
3
N
3
Natixis
France
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$974M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M

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 Market Value Shares Shares
Change 		Shares
Change %
TCM
76
Tradewinds Capital Management
Washington
$17.2M 243,937 -143,924 -37%
AssetMark Inc
77
AssetMark Inc
California
$17M 240,657 -357,863 -60%
Millennium Management
78
Millennium Management
New York
$16.9M 239,156 -2,233,263 -90%
FFBTD
79
First Financial Bank - Trust Division
Ohio
$16.4M 233,163 +4,099 +2%
CA
80
CoreCap Advisors
Michigan
$16.3M 231,011 +53,306 +30%
TC
81
Trilogy Capital
California
$16M 227,314 +227,314 New
Wellington Management Group
82
Wellington Management Group
Massachusetts
$15.9M 225,091 +225,091 New
ECP
83
Electron Capital Partners
New York
$15.8M 224,544 +224,544 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$15.1M 214,710 -12,493 -5%
MPM
85
Meritage Portfolio Management
Kansas
$15M 213,326 -3,152 -1%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$14.9M 211,673 -2,451,524 -92%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$14.8M 207,129 -14,084 -6%
OCM
88
Oribel Capital Management
New York
$14.6M 207,700 +207,700 New
STA
89
Summit Trail Advisors
New York
$14.4M 204,894 +94,532 +86%
CIAS
90
Capital Investment Advisory Services
North Carolina
$14.4M 204,179 +8,015 +4%
NWM
91
NEIRG Wealth Management
Massachusetts
$14.1M 200,470 +2,224 +1%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$14.1M 200,000 +200,000 New
BAM
93
Broadmark Asset Management
California
$13.9M 197,011 +197,011 New
SGDR
94
SPX Gestao de Recursos
Brazil
$13.8M 195,124 +113,100 +138%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$13.5M 191,057 +11,316 +6%
GIA
96
Gladstone Institutional Advisory
Florida
$13.4M 190,311 +6,208 +3%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$13.3M 188,303 -157,861 -46%
AF
98
Alerus Financial
North Dakota
$12.7M 180,438 -20,537 -10%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$11.6M 164,881 +48,395 +42%
AAG
100
Armstrong Advisory Group
Massachusetts
$11.4M 161,858 +161,858 New
2 3
4
5 6