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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 %
FPGK
401
Financial Partners Group (Kansas)
Kansas
$978K -$277 -4 -0%
CCM
402
Compton Capital Management
Rhode Island
$973K -$57.2K -800 -6%
CAC
403
Certified Advisory Corp
Florida
$955K +$18.5K +258 +2%
HH
404
Hilltop Holdings
Texas
$947K +$57.6K +805 +6%
SFG
405
SNS Financial Group
Minnesota
$944K – – –
AC
406
Abbrea Capital
California
$940K +$41.9K +585 +5%
OIA
407
OneDigital Investment Advisors
Kansas
$935K +$178K +2,484 +23%
AF
408
Arrow Financial
New York
$925K +$136K +1,892 +17%
TSWM
409
Triangle Securities Wealth Management
North Carolina
$922K – – –
DBIA
410
Dumont & Blake Investment Advisors
New Jersey
$921K -$23.3K -325 -2%
AMC
411
Asset Management Corp
Illinois
$914K -$195K -2,723 -18%
SB
412
Sunflower Bank
Texas
$913K -$104K -1,450 -10%
JCM
413
Jacobi Capital Management
Pennsylvania
$908K +$151K +2,113 +20%
CCFM
414
Clear Creek Financial Management
Washington
$875K -$81.3K -1,136 -8%
MIFH
415
Migdal Insurance & Financial Holdings
Israel
$869K +$869K +12,140 New
BCM
416
BTR Capital Management
California
$868K – – –
DJYG
417
David J. Yvars Group
Florida
$860K +$309K +4,322 +56%
MRC
418
Millburn Ridgefield Corp
New York
$856K +$39.7K +555 +5%
WI
419
WBI Investments
New Jersey
$854K +$36K +508 +4%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$854K +$87.1K +1,217 +11%
SLWA
421
San Luis Wealth Advisors
California
$848K -$10.6K -148 -1%
RFWA
422
RPg Family Wealth Advisory
Massachusetts
$846K +$87.5K +1,222 +12%
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$843K +$4.87K +68 +0.6%
DLHL
424
Donald L. Hagan LLC
Florida
$840K -$394K -5,500 -32%
HSA
425
HBK Sorce Advisory
Pennsylvania
$840K +$167K +2,328 +25%
15 16
17
18 19