XLU icon

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 %
MCWS
1151
McKinley Carter Wealth Services
West Virginia
– – -4,014 Closed
T
1152
TCWP
Ohio
– – -4,010 Closed
FLPIM
1153
F.L. Putnam Investment Management
Massachusetts
– – -3,918 Closed
CWM
1154
ClientFirst Wealth Management
Arkansas
– – -3,890 Closed
3F
1155
360 Financial
Minnesota
– – -3,704 Closed
CCM
1156
Compton Capital Management
Rhode Island
– – -3,700 Closed
WWG
1157
West Wealth Group
California
– – -3,494 Closed
PIM
1158
Penobscot Investment Management
Massachusetts
– – -3,313 Closed
HFS
1159
Horizon Financial Services
North Carolina
– – -3,310 Closed
FIBT
1160
First International Bank & Trust
North Dakota
– – -3,260 Closed
AIM
1161
AHL Investment Management
Florida
– – -3,185 Closed
BCP
1162
Berkeley Capital Partners
Georgia
– – -3,151 Closed
BOM
1163
Bank of Marin
California
– – -3,110 Closed
SFM
1164
Signet Financial Management
New Jersey
– – -3,094 Closed
KLCM
1165
KG&L Capital Management
Louisiana
– – -3,044 Closed
CC
1166
Claybrook Capital
Massachusetts
– – -3,000 Closed
CPO
1167
Cerity Partners OCIO
New York
– – -2,952 Closed
CWM
1168
Concentrum Wealth Management
California
– – -2,918 Closed
BSA
1169
Braun Stacey Associates
New York
– – -2,888 Closed
AW
1170
ACG Wealth
Georgia
– – -2,399 Closed
EWA
1171
EP Wealth Advisors
California
– – -1,958 Closed
WOSD
1172
WFA of San Diego
California
– – -1,750 Closed
GWMIA
1173
Global Wealth Management Investment Advisory
Florida
– – -1,674 Closed
AP
1174
Advisors Preferred
Maryland
– – -1,480 Closed
COCM
1175
Charter Oak Capital Management
New Hampshire
– – -1,368 Closed
45 46
47
48 49