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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 %
CAL
326
Capital Advisors Ltd
Ohio
$1.43M 20,036 +563 +3%
CB
327
Commerce Bank
Missouri
$1.43M 19,937 -3,380 -14%
KPW
328
Kore Private Wealth
New York
$1.42M 19,816 -5,701 -22%
Bank of New York Mellon
329
Bank of New York Mellon
New York
$1.42M 19,811 -2,412 -11%
EH
330
Equitable Holdings
New York
$1.4M 19,558 +2,947 +18%
SDAM
331
Shulman DeMeo Asset Management
New York
$1.4M 19,516 +19,516 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$1.39M 19,346 +19,346 New
VWM
333
Venturi Wealth Management
Texas
$1.37M 19,122 -11,484 -38%
AWM
334
Apollon Wealth Management
South Carolina
$1.37M 19,093 +1,074 +6%
CC
335
Callan Capital
California
$1.37M 19,086 -311 -2%
FC
336
Ferris Capital
Massachusetts
$1.36M 19,015 -2,423 -11%
FSA
337
Financial Sense Advisors
California
$1.32M 18,396 +2,333 +15%
PA
338
Parallel Advisors
California
$1.32M 18,385 +1,025 +6%
FWCM
339
Ferguson Wellman Capital Management
Oregon
$1.31M 18,306 -2,920 -14%
FCI
340
Financial Counselors Inc
Kansas
$1.3M 18,194 -6,047 -25%
IFA
341
Interactive Financial Advisors
Illinois
$1.3M 18,131 -14 -0.1%
SSA
342
Schonfeld Strategic Advisors
New York
$1.3M 18,100 +16,759 +1,250%
PWG
343
Private Wealth Group
Florida
$1.3M 18,092 – –
PWAC
344
Private Wealth Advisors (California)
California
$1.29M 17,947 -18,188 -50%
KOMWMG
345
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.28M 17,927 +17,927 New
FIA
346
Foundations Investment Advisors
Arizona
$1.28M 18,358 -1,539 -8%
FTA
347
Financial & Tax Architects
Missouri
$1.27M 17,768 +3,374 +23%
SCM
348
Stevens Capital Management
Pennsylvania
$1.27M 17,700 -19,500 -52%
EVM
349
Eaton Vance Management
Massachusetts
$1.27M 17,707 +331 +2%
SWP
350
Strategic Wealth Partners
Ohio
$1.26M 17,606 +17,606 New
12 13
14
15 16