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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 %
DSAM
1201
Dock Street Asset Management
Florida
– – -28,546 Closed
CWM
1202
CIBC World Markets
New York
– – -27,930 Closed
Legal & General Group
1203
Legal & General Group
United Kingdom
– – -26,200 Closed
EAM
1204
Empirical Asset Management
Massachusetts
– – -25,202 Closed
TA
1205
TKG Advisors
Indiana
– – -25,139 Closed
GSC
1206
G&S Capital
Colorado
– – -24,670 Closed
LSA
1207
Lansing Street Advisors
Pennsylvania
– – -21,820 Closed
WFA
1208
West Financial Advisors
Iowa
– – -21,516 Closed
PFA
1209
Peak Financial Advisors
Colorado
– – -20,969 Closed
SS
1210
Simplicity Solutions
Minnesota
– – -20,642 Closed
CWM
1211
Centric Wealth Management
Illinois
– – -20,625 Closed
SI
1212
Symmetry Investments
Jersey
– – -19,996 Closed
HW
1213
Hamilton Wealth
California
– – -19,290 Closed
WEPOG
1214
Wealth Enhancement & Preservation of GA
Georgia
– – -18,653 Closed
PAG
1215
Private Advisory Group
Washington
– – -18,384 Closed
FSA
1216
Financial Sense Advisors
California
– – -17,692 Closed
BAM
1217
Blueshift Asset Management
New Jersey
– – -16,585 Closed
AWE
1218
Avidian Wealth Enterprises
Texas
– – -16,392 Closed
CM
1219
Columbus Macro
Pennsylvania
– – -15,996 Closed
ML
1220
McAdam LLC
Pennsylvania
– – -15,414 Closed
Betterment LLC
1221
Betterment LLC
New York
– – -14,748 Closed
CFSG
1222
Clark Financial Services Group
Missouri
– – -11,053 Closed
GAG
1223
GM Advisory Group
New York
– – -10,961 Closed
IUHSA
1224
Itau Unibanco Holding S.A.
Brazil
– – -10,546 Closed
DW
1225
Domani Wealth
Pennsylvania
– – -9,086 Closed
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