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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EWM
376
EPG Wealth Management
Georgia
$1.11M +$17K +237 +2%
TCM
377
Telos Capital Management
California
$1.11M +$99.6K +1,392 +10%
SW
378
Simplicity Wealth
New Jersey
$1.09M +$1.09M +15,278 New
WWM
379
Western Wealth Management
Colorado
$1.09M +$1.09M +15,280 New
TC
380
Titleist Capital
Texas
$1.09M +$1.09M +15,261 New
MIC
381
Meridian Investment Counsel
California
$1.09M – – –
AWS
382
Arkfeld Wealth Strategies
Nebraska
$1.08M +$629K +9,004 +139%
APF
383
Alaska Permanent Fund
Alaska
$1.08M -$2.58M -37,308 -71%
TPCW
384
TD Private Client Wealth
New York
$1.07M -$2.36K -33 -0.2%
SCI
385
Stableford Capital II
Arizona
$1.07M +$117K +1,711 +12%
MC
386
Moors & Cabot
Massachusetts
$1.05M -$71K -992 -6%
CC
387
Carlson Capital
Texas
$1.05M +$1.05M +14,645 New
BCM
388
Boltwood Capital Management
California
$1.05M -$26.1K -364 -2%
JE
389
JMAC Enterprises
Pennsylvania
$1.04M +$1.04M +15,226 New
SIC
390
Samalin Investment Counsel
New York
$1.04M -$59.6K -833 -5%
RSWM
391
Robertson Stephens Wealth Management
California
$1.03M +$306K +4,281 +42%
SWP
392
Stratos Wealth Partners
Ohio
$1.03M -$260K -3,628 -20%
MFG
393
MidWestOne Financial Group
Iowa
$1.03M +$592K +8,273 +136%
MFW
394
Meristem Family Wealth
Minnesota
$1.03M +$20K +280 +2%
CCG
395
Cypress Capital Group
Florida
$1.02M +$1.02M +14,184 New
ZIG
396
Zuckerman Investment Group
Illinois
$1.01M +$20.4K +285 +2%
Tudor Investment Corp
397
Tudor Investment Corp
Connecticut
$1.01M +$1.01M +14,059 New
BCM
398
Bluefin Capital Management
New York
$995K +$995K +13,900 New
RCAG
399
Rehmann Capital Advisory Group
Michigan
$989K +$107K +1,500 +12%
HCP
400
Holt Capital Partners
Texas
$980K -$13.2K -184 -1%
14 15
16
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