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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 %
BGDI
101
BW Gestao de Investimentos
Brazil
$11.3M 160,000 +160,000 New
LMIM
102
Lockheed Martin Investment Management
Maryland
$11.3M 159,750 – –
TAM
103
Trust Asset Management
Texas
$11.2M 158,751 – –
Corient Private Wealth
104
Corient Private Wealth
Florida
$11.1M 157,188 +157,188 New
CFC
105
Client First Capital
California
$10.9M 155,247 -3,251 -2%
Renaissance Technologies
106
Renaissance Technologies
New York
$10.7M 151,100 -798,300 -84%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$10.6M 151,011 -20,961 -12%
CI
108
CX Institutional
Indiana
$10.6M 150,470 +79,081 +111%
GL
109
Graypoint LLC
New York
$10.5M 148,771 +13,533 +10%
TAM
110
Tocqueville Asset Management
New York
$10.4M 147,991 +139,291 +1,601%
PIN
111
Prudent Investors Network
California
$10.4M 147,856 +147,856 New
MCM
112
MAI Capital Management
Ohio
$10.3M 145,398 -13,857 -9%
BFIC
113
Bedell Frazier Investment Counselling
California
$10.2M 145,144 -1,536 -1%
BFP
114
Briaud Financial Planning
Texas
$10.2M 144,277 +18,266 +14%
TAS
115
TIFF Advisory Services
Pennsylvania
$10.1M 143,000 – –
VDI
116
Vaughan David Investments
Illinois
$10.1M 142,772 +2,526 +2%
PCH
117
PGIM Custom Harvest
New Jersey
$9.97M 141,365 +141,365 New
OPS
118
Orion Portfolio Solutions
Nebraska
$9.93M 140,894 -11,972 -8%
ECM
119
ExodusPoint Capital Management
New York
$9.89M 140,330 +127,719 +1,013%
HP
120
Hilltop Partners
Indiana
$9.88M 140,076 +140,076 New
AM
121
AGF Management
Ontario, Canada
$9.78M 138,771 +138,771 New
TFCP
122
Twin Focus Capital Partners
Massachusetts
$9.7M 137,615 +400 +0.3%
DC
123
Davenport & Co
Virginia
$9.62M 136,425 +23,962 +21%
AllianceBernstein
124
AllianceBernstein
Tennessee
$9.61M 136,367 +136,367 New
DI
125
DFPG Investments
Utah
$9.6M 133,195 +127,803 +2,370%
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5
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