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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 %
Loomis, Sayles & Company
1251
Loomis, Sayles & Company
Massachusetts
– – -3,004 Closed
HI
1252
Hudock Inc
Pennsylvania
– – -2,974 Closed
AA
1253
AlphaCentric Advisors
Puerto Rico
– – -2,286 Closed
GWSG
1254
GPS Wealth Strategies Group
Colorado
– – -1,609 Closed
LDFR
1255
Lehman & Derafelo Financial Resources
Pennsylvania
– – -1,390 Closed
SWM
1256
Selective Wealth Management
Virginia
– – -1,033 Closed
EW
1257
Evoke Wealth
California
– – -800 Closed
BHWM
1258
Bay Harbor Wealth Management
Maryland
– – -621 Closed
APW
1259
Axim Planning & Wealth
Ohio
– – -448 Closed
QCG
1260
Quadrant Capital Group
Ohio
– – -400 Closed
FA
1261
Flagstar Advisors
New York
– – -335 Closed
SWM
1262
Sugarloaf Wealth Management
Georgia
– – -301 Closed
M1FG
1263
Mach-1 Financial Group
Arkansas
– – -276 Closed
FGAM
1264
Financial Gravity Asset Management
Texas
– – -198 Closed
CWM
1265
Castle Wealth Management
Florida
– – -156 Closed
EC
1266
EdgeRock Capital
Colorado
– – -144 Closed
IAMOG
1267
Investors Asset Management of Georgia
Georgia
– – -100 Closed
ACM
1268
Absolute Capital Management
Pennsylvania
– – -88 Closed
TC
1269
Truvestments Capital
Florida
– – -80 Closed
MCM
1270
McMillion Capital Management
North Carolina
– – -35 Closed
PK
1271
Pflug Koory
Nebraska
– – -7 Closed
CA
1272
Centerpoint Advisors
Massachusetts
$0 1 -6 -86%
Capital Fund Management (CFM)
1273
Capital Fund Management (CFM)
France
– – – –
CM
1274
Capula Management
Cayman Islands
– – – –
DCP
1275
Diameter Capital Partners
New York
– – – –
48 49 50
51
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