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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 %
EWA
176
Exencial Wealth Advisors
Oklahoma
$5.86M 83,134 +4,120 +5%
BHB
177
Bank Hapoalim BM
Israel
$5.85M 83,000 +83,000 New
Edgewood Management
178
Edgewood Management
Connecticut
$5.84M 82,781 – –
FCC
179
Florin Court Capital
United Kingdom
$5.82M 82,600 -116,400 -58%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$5.75M 81,538 +31,978 +65%
MFG
181
Marmo Financial Group
Tennessee
$5.72M 81,159 +81,159 New
PF
182
Phoenix Financial
Israel
$5.68M 80,550 -34,979 -30%
CF
183
Centaurus Financial
California
$5.67M 80,469 +26,587 +49%
BPA
184
Beacon Pointe Advisors
California
$5.64M 79,987 +3,733 +5%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$5.63M 79,879 -322,333 -80%
DSN
186
D. Scott Neal
Kentucky
$5.62M 79,771 +358 +0.5%
Creative Planning
187
Creative Planning
Kansas
$5.52M 78,306 +21,743 +38%
KeyBank National Association
188
KeyBank National Association
Ohio
$5.48M 77,791 +2,588 +3%
AAS
189
Avantax Advisory Services
Texas
$5.47M 77,613 -9,982 -11%
MAP
190
Milestone Advisory Partners
North Carolina
$5.44M 77,125 -8,104 -10%
CFG
191
Compton Financial Group
Maryland
$5.41M 76,687 +4,222 +6%
AAS
192
Ameritas Advisory Services
Nebraska
$5.3M 75,241 -2,576 -3%
FPCP
193
Fort Point Capital Partners
California
$5.29M 75,033 -15,410 -17%
CS
194
Comerica Securities
Michigan
$5.27M 74,685 +9,429 +14%
AI
195
Atria Investments
North Carolina
$5.22M 74,079 +1,062 +1%
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$5.17M 72,957 +63,720 +690%
SSB
197
Sandy Spring Bank
Maryland
$5.14M 72,908 +1,967 +3%
PA
198
PFG Advisors
Arizona
$5.13M 72,767 +7,389 +11%
IA
199
IFG Advisory
Georgia
$5.11M 72,419 -2,134 -3%
GAB
200
German American Bancorp
Indiana
$5.1M 72,311 +262 +0.4%
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