XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,098 hedge funds and large institutions have $12.5B invested in Utilities Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 494 increasing their positions, 318 reducing their positions, and 103 closing their positions.

Holders
1,098
Holders Change
-11
Holders Change %
-0.99%
% of All Funds
18.99%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.85%
New
107
Increased
494
Reduced
318
Closed
103
Calls
$653M
Puts
$1.72B
Net Calls
-$1.07B
Net Calls Change
-$622M

Top Buyers

1
Citigroup
1
Citigroup
New York
$579M
2
Millennium Management
2
Millennium Management
New York
$162M
3
Jane Street
3
Jane Street
New York
$231M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$790M
2
Bessemer Group
2
Bessemer Group
New Jersey
$337K
3
Goldman Sachs
3
Goldman Sachs
New York
$406M
4
PP
4
Prudential plc
United Kingdom
$8.53M
5
MCM
5
Moore Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIB
201
First Interstate Bank
Montana
$4.44M 67,784 +183 +0.3%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$4.29M 65,425 +5,221 +9%
PA
203
PFG Advisors
Arizona
$4.28M 65,378 +15,870 +32%
AWS
204
AJ Wealth Strategies
New York
$4.28M 65,310 – –
CS
205
Comerica Securities
Michigan
$4.28M 65,256 +31,540 +94%
GW
206
GW & Wade
Massachusetts
$4.28M 65,260 +61,488 +1,630%
SWM
207
Spire Wealth Management
Virginia
$4.26M 64,958 -1,273 -2%
IWP
208
Innova Wealth Partners
Pennsylvania
$4.25M 64,835 +64,835 New
OBWG
209
Onyx Bridge Wealth Group
New York
$4.24M 68,884 +68,884 New
MWPCG
210
Measured Wealth Private Client Group
New Hampshire
$4.22M 64,349 +9,511 +17%
FS
211
Ferguson Shapiro
Georgia
$4.22M 64,346 +64,346 New
PCTC
212
Perkins Coie Trust Company
Washington
$4.2M 64,063 +2,473 +4%
EH
213
Equitable Holdings
New York
$4.18M 63,728 +27,892 +78%
AAIM
214
Asset Advisors Investment Management
Georgia
$4.14M 63,259 +60,359 +2,081%
RC
215
Roundview Capital
New Jersey
$4.13M 63,048 -11,206 -15%
LWAC
216
Laurel Wealth Advisors (California)
California
$4.1M 62,514 -8,293 -12%
PFT
217
Providence First Trust
Arizona
$4.05M 61,755 -2,244 -4%
DWM
218
Dakota Wealth Management
Florida
$4.04M 61,727 +61,727 New
MA
219
Mutual Advisors
Nebraska
$3.98M 60,689 +10,928 +22%
AWM
220
Axxcess Wealth Management
California
$3.98M 60,703 +20,436 +51%
IP
221
Investment Partners
Ohio
$3.94M 60,119 +20,328 +51%
KWM
222
Kingsview Wealth Management
Oregon
$3.91M 59,662 -191,868 -76%
JWCA
223
J.W. Cole Advisors
Florida
$3.88M 59,208 +2,853 +5%
AA
224
Advisory Alpha
Michigan
$3.84M 58,611 -1,569 -3%
SMFG
225
Sumitomo Mitsui Financial Group
Japan
$3.83M 58,523 +3,180 +6%
7 8
9
10 11