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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

891 hedge funds and large institutions have $9.67B invested in Utilities Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 347 increasing their positions, 257 reducing their positions, and 70 closing their positions.

Holders
891
Holders Change
+19
Holders Change %
+2.18%
% of All Funds
15.65%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
104
Increased
347
Reduced
257
Closed
70
Calls
$915M
Puts
$1.29B
Net Calls
-$377M
Net Calls Change
-$307M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$443M
2
N
2
Natixis
France
$128M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Morgan Stanley
4
Morgan Stanley
New York
$454M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$43.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$753M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Barclays
3
Barclays
United Kingdom
$123M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.9M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$1.06M 16,627 -45 -0.3%
EH
352
Equitable Holdings
New York
$1.06M 16,611 +2,978 +22%
VF
353
Virtu Financial
New York
$1.06M 16,550 +3,323 +25%
ZIG
354
Zurich Insurance Group
Switzerland
$1.05M 15,699 +8,070 +106%
1SB
355
1ST Source Bank
Indiana
$1.05M 16,462 -110 -0.7%
CGIM
356
Cannon Global Investment Management
Florida
$1.05M 16,470 +16,470 New
LDB
357
Lee, Danner & Bass
Tennessee
$1.04M 16,340 -605 -4%
PFP
358
Pinnacle Financial Partners
Tennessee
$1.04M 16,338 -257 -2%
EVM
359
Eaton Vance Management
Massachusetts
$1.03M 17,376 – –
CIC
360
Carnegie Investment Counsel
Ohio
$1.03M 16,109 -552 -3%
CC
361
Claybrook Capital
Massachusetts
$1.03M 16,075 +16,075 New
FSA
362
Financial Sense Advisors
California
$1.03M 16,063 +4,144 +35%
RMC
363
Regis Management Company
California
$1.02M 15,923 – –
AWA
364
Arkadios Wealth Advisors
Georgia
$1.02M 15,906 -9,204 -37%
BCM
365
BlueCrest Capital Management
Jersey
$1.02M 15,902 +15,902 New
WIC
366
Whitegate Investment Counselors
New Hampshire
$1.01M 15,840 +345 +2%
MC
367
Moors & Cabot
Massachusetts
$1.01M 15,706 +851 +6%
BOS
368
Bingham Osborn & Scarborough
California
$1.01M 15,732 – –
GEM
369
Global Endowment Management
North Carolina
$990K 15,500 – –
AMC
370
Asset Management Corp
Illinois
$990K 15,493 +30 +0.2%
SIC
371
Samalin Investment Counsel
New York
$979K 15,330 -181 -1%
EWM
372
EPG Wealth Management
Georgia
$977K 15,294 +3,459 +29%
MIC
373
Meridian Investment Counsel
California
$973K 15,235 – –
SCA
374
Stillwater Capital Advisors
Pennsylvania
$962K 15,056 -69 -0.5%
BCM
375
Boltwood Capital Management
California
$955K 14,956 -1,845 -11%
13 14
15
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