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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 %
ACM
201
Anfield Capital Management
California
$5.04M 71,544 -22,550 -24%
EC
202
Estate Counselors
Wisconsin
$4.95M 70,145 +12,055 +21%
SWM
203
Spire Wealth Management
Virginia
$4.84M 68,694 +3,736 +6%
LWAC
204
Laurel Wealth Advisors (California)
California
$4.81M 68,155 +5,641 +9%
PCTC
205
Perkins Coie Trust Company
Washington
$4.8M 68,127 +4,064 +6%
MHI
206
Miller Howard Investments
New York
$4.77M 67,656 +48,031 +245%
SMFG
207
Sumitomo Mitsui Financial Group
Japan
$4.75M 67,445 +8,922 +15%
FIB
208
First Interstate Bank
Montana
$4.72M 67,002 -782 -1%
Chevy Chase Trust
209
Chevy Chase Trust
Maryland
$4.71M 66,834 +39,960 +149%
FS
210
Ferguson Shapiro
Georgia
$4.7M 66,661 +2,315 +4%
ACA
211
Aptus Capital Advisors
Alabama
$4.63M 65,620 -42,564 -39%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$4.61M 65,343 +17,952 +38%
AA
213
Advisory Alpha
Michigan
$4.56M 64,611 +6,000 +10%
PIA
214
Petredis Investment Advisors
Pennsylvania
$4.52M 64,096 +64,096 New
UAS
215
United Asset Strategies
New York
$4.52M 64,071 +36,303 +131%
AAIM
216
Asset Advisors Investment Management
Georgia
$4.47M 63,473 +214 +0.3%
RC
217
Roundview Capital
New Jersey
$4.46M 63,287 +239 +0.4%
LCC
218
Lincoln Capital Corp
Rhode Island
$4.43M 62,811 +6,203 +11%
WWM
219
Western Wealth Management
Colorado
$4.42M 62,675 -58,995 -48%
MA
220
Mutual Advisors
Nebraska
$4.4M 62,411 +1,722 +3%
MFG
221
Merit Financial Group
Georgia
$4.37M 61,982 +6,472 +12%
DWM
222
Dakota Wealth Management
Florida
$4.36M 61,887 +160 +0.3%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$4.36M 61,888 +40,438 +189%
KWM
224
Kingsview Wealth Management
Oregon
$4.36M 61,853 +2,191 +4%
FIC
225
Family Investment Center
Missouri
$4.27M 60,630 +60,630 New
7 8
9
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