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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 %
WBCM
276
Wilson & Boucher Capital Management
California
$1.98M 27,699 +27,699 New
DSAM
277
Dock Street Asset Management
Florida
$1.97M 27,570 – –
OAM
278
Oppenheimer Asset Management
New York
$1.96M 27,320 +5,724 +27%
FAIM
279
Financial Advocates Investment Management
Washington
$1.93M 27,019 -1,071 -4%
PWS
280
Precision Wealth Strategies
Missouri
$1.93M 26,919 +26,919 New
WCM
281
Windham Capital Management
Massachusetts
$1.92M 26,800 – –
AF
282
Advisornet Financial
Minnesota
$1.91M 26,724 +2,721 +11%
HWIS
283
Hancock Whitney Investment Services
Louisiana
$1.91M 26,714 +26,714 New
Fidelity Investments
284
Fidelity Investments
Massachusetts
$1.91M 26,686 +2,368 +10%
TTWM
285
TCV Trust & Wealth Management
Virginia
$1.9M 26,591 -487 -2%
MCM
286
Manchester Capital Management
Vermont
$1.89M 26,340 – –
WA
287
WP Advisors
California
$1.87M 26,058 +132 +0.5%
Chevy Chase Trust
288
Chevy Chase Trust
Maryland
$1.86M 25,999 – –
FMTCOCP
289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.85M 25,853 – –
William Blair Investment Management
290
William Blair Investment Management
Illinois
$1.85M 25,840 -3,400 -12%
NFG
291
Northeast Financial Group
Pennsylvania
$1.84M 25,735 -25,437 -50%
GAG
292
GM Advisory Group
New York
$1.82M 25,401 -267,367 -91%
NFG
293
Next Financial Group
Texas
$1.82M 25,396 +3,889 +18%
UCFA
294
United Capital Financial Advisors
Texas
$1.82M 25,360 -1,511 -6%
CFAM
295
Coury Firm Asset Management
Pennsylvania
$1.77M 24,779 +24,779 New
AIP
296
ARS Investment Partners
New York
$1.72M 24,018 +248 +1%
SAM
297
Securian Asset Management
Minnesota
$1.72M 24,000 – –
SIM
298
SSI Investment Management
California
$1.69M 23,549 -70 -0.3%
TF
299
TIAA FSB
Florida
$1.67M 23,367 -2,433 -9%
NA
300
Nottingham Advisors
New York
$1.66M 23,507 -10,298 -30%
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