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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 %
JMF
1151
Johnson Midwest Financial
Iowa
$2K 34 -1,336 -98%
MFC
1152
Mechanics Financial Corp
Ohio
$2K 27 – –
GWS
1153
Glassman Wealth Services
Virginia
$1.83K 26 +8 +44%
PWMG
1154
Prestige Wealth Management Group
New Jersey
$1.83K 26 +26 New
RFA
1155
Register Financial Advisors
Georgia
$1.78K 25 +25 New
DAM
1156
Delta Asset Management
Tennessee
$1.76K 25 +25 New
HNWAG
1157
High Net Worth Advisory Group
Florida
$1.76K 25 +25 New
KM
1158
Kalos Management
Georgia
$1.69K 24 +24 New
BCMLT
1159
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.34K 19 – –
AWA
1160
Artemis Wealth Advisors
New York
$1.13K 16 – –
ME
1161
McIlrath & Eck
Washington
$1.06K 15 -2,169 -99%
RBC
1162
Roble Belko & Company
Pennsylvania
$1K 12 – –
TFA
1163
Transamerica Financial Advisors
Florida
$1K 1 – –
BWM
1164
Baystate Wealth Management
Massachusetts
$1K 10 – –
HFS
1165
Hantz Financial Services
Michigan
$1K 17 +17 New
BL
1166
Balentine LLC
Georgia
$635 9 -23 -72%
FAM
1167
Family Asset Management
South Carolina
$634 9 +9 New
FA
1168
Fiduciary Alliance
South Carolina
$564 8 +8 New
FWA
1169
FSC Wealth Advisors
New York
$71 1 -1 -50%
Parallax Volatility Advisers
1170
Parallax Volatility Advisers
California
$71 1 – –
CMP
1171
Coston McIsaac & Partners
Maine
$8 125 +1 +0.8%
EI
1172
Ellevest Inc
New York
– – – –
State Street
1173
State Street
Massachusetts
– – -1,258,321 Closed
CM
1174
Churchill Management
California
– – -720,261 Closed
D.E. Shaw & Co
1175
D.E. Shaw & Co
New York
– – -570,300 Closed
45 46
47
48 49