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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

982 hedge funds and large institutions have $10.7B invested in Utilities Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 340 increasing their positions, 282 reducing their positions, and 72 closing their positions.

Holders
982
Holders Change
+91
Holders Change %
+10.21%
% of All Funds
15.17%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.29%
New
179
Increased
340
Reduced
282
Closed
72
Calls
$863M
Puts
$1.42B
Net Calls
-$559M
Net Calls Change
-$182M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$481M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$273M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$428M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$100M
5
Citadel Advisors
5
Citadel Advisors
Florida
$63.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$573M
2
Bank of America
2
Bank of America
North Carolina
$706M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$11.4M
4
UBS Group
4
UBS Group
Switzerland
$162M
5
Citigroup
5
Citigroup
New York
$631M
Name Market Value Shares Shares
Change 		Shares
Change %
1IA
226
1834 Investment Advisors
Wisconsin
$2.62M 36,541 +237 +0.7%
ANTB
227
AMG National Trust Bank
Colorado
$2.61M 36,472 +670 +2%
BPM
228
Bowling Portfolio Management
Ohio
$2.59M 36,119 -5,102 -12%
FSA
229
Fort Sheridan Advisors
Illinois
$2.59M 36,113 -3,206 -8%
KWM
230
Kingsview Wealth Management
Oregon
$2.58M 36,029 -508 -1%
SWA
231
Stratos Wealth Advisors
Ohio
$2.58M 36,021 +36,021 New
FCC
232
Florin Court Capital
United Kingdom
$2.58M 36,000 +36,000 New
HMS
233
Hanseatic Management Services
New Mexico
$2.54M 35,533 +17,312 +95%
ABC
234
Associated Banc-Corp
Wisconsin
$2.54M 35,499 -784 -2%
HWA
235
Heritage Wealth Advisors
Virginia
$2.53M 35,377 +2,383 +7%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$2.5M 34,881 -4,511 -11%
MBTD
237
Mechanics Bank - Trust Department
California
$2.48M 34,684 +124 +0.4%
AAS
238
Avantax Advisory Services
Texas
$2.48M 34,574 -3,678 -10%
CW
239
CreativeOne Wealth
Kansas
$2.47M 34,540 +3,827 +12%
UAS
240
United Asset Strategies
New York
$2.46M 34,344 +7,671 +29%
AAIM
241
American Assets Investment Management
California
$2.43M 34,000 – –
AAS
242
Ameritas Advisory Services
Nebraska
$2.43M 33,907 +33,907 New
LCM
243
LCM Capital Management
Illinois
$2.41M 33,655 +1,386 +4%
CWM
244
CMH Wealth Management
New Hampshire
$2.36M 33,024 +40 +0.1%
SWM
245
Spire Wealth Management
Virginia
$2.34M 32,625 +15,125 +86%
SC
246
Sepio Capital
Utah
$2.31M 32,282 -18,970 -37%
HI
247
Harbour Investments
Wisconsin
$2.3M 32,161 -24,731 -43%
WP
248
WealthSource Partners
California
$2.3M 32,139 -147 -0.5%
CH
249
Canton Hathaway
Rhode Island
$2.3M 32,117 +888 +3%
DLCIG
250
D.L. Carlson Investment Group
New Hampshire
$2.27M 31,647 +1,841 +6%
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