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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

872 hedge funds and large institutions have $9.72B invested in Utilities Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 314 increasing their positions, 280 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+16
Holders Change %
+1.87%
% of All Funds
15.22%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.35%
New
108
Increased
314
Reduced
280
Closed
76
Calls
$1.14B
Puts
$1.22B
Net Calls
-$71M
Net Calls Change
+$1.75M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M
2
Citigroup
Citigroup
New York
$652M
3
Bank of America
Bank of America
North Carolina
$897M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$98.2M
5
SGDR
SPX Gestao de Recursos
Brazil
$86.5M

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$146M
3
N
Natixis
France
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$21M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTA
426
Financial & Tax Architects
Missouri
$674K +$674K +10,659 New
HFA
427
High Falls Advisors
New York
$671K +$8.6K +136 +1%
RSWM
428
Robertson Stephens Wealth Management
California
$667K +$17.3K +273 +3%
EP
429
Edgestream Partners
New Jersey
$666K +$666K +10,539 New
LNC
430
Lincoln National Corp
Pennsylvania
$664K +$25.4K +402 +4%
SI
431
Sprott Inc
Ontario, Canada
$658K +$658K +10,400 New
KWM
432
Keebeck Wealth Management
Illinois
$653K +$56.5K +894 +9%
CCA
433
Catalyst Capital Advisors
New York
$652K +$652K +10,313 New
PIA
434
Powell Investment Advisors
Florida
$646K – – –
PPA
435
Parametric Portfolio Associates
Washington
$645K +$72.7K +1,149 +13%
TYCC
436
Texas Yale Capital Corp
Florida
$637K – – –
GVAG
437
Great Valley Advisor Group
Delaware
$634K +$21K +328 +3%
RCA
438
Resonant Capital Advisors
Wisconsin
$632K – – –
MAM
439
Marquette Asset Management
Minnesota
$632K – – –
CCFM
440
Clear Creek Financial Management
Washington
$632K +$632K +9,997 New
OC
441
Oppenheimer & Co
New York
$630K +$12.8K +202 +2%
CWG
442
Cornerstone Wealth Group
North Carolina
$623K +$623K +9,557 New
HSA
443
HBK Sorce Advisory
Pennsylvania
$621K -$145K -2,294 -19%
SCP
444
Silverleafe Capital Partners
Tennessee
$620K +$885 +14 +0.1%
SSG
445
Summit Securities Group
New York
$620K +$620K +9,800 New
EWM
446
Endurance Wealth Management
Rhode Island
$611K -$49.6K -784 -8%
JCM
447
Jacobi Capital Management
Pennsylvania
$607K +$41.5K +655 +7%
TGAM
448
TBH Global Asset Management
Tennessee
$601K -$1.26M -19,959 -68%
M&T Bank
449
M&T Bank
New York
$593K – – –
BO
450
BRR OpCo
Ohio
$591K +$591K +9,346 New
16 17
18
19 20