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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFS
426
CRA Financial Services
New Jersey
$688K -$6.39K -100 -0.9%
KWM
427
Keebeck Wealth Management
Illinois
$685K +$24.7K +387 +4%
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$685K +$100K +1,565 +17%
SLWS
429
Swaine & Leidel Wealth Services
Florida
$685K +$685K +10,727 New
LWM
430
Laidlaw Wealth Management
New York
$682K -$117K -1,833 -15%
PCIA
431
Prime Capital Investment Advisors
Kansas
$681K -$114K -1,779 -14%
VA
432
Valmark Advisers
Ohio
$681K -$10.4K -162 -1%
FFS
433
Founders Financial Securities
Maryland
$678K +$447K +6,998 +193%
RFWA
434
RPg Family Wealth Advisory
Massachusetts
$677K +$249K +3,892 +58%
GHA
435
GW Henssler & Associates
Georgia
$676K -$16.2M -253,865 -96%
OIA
436
OneDigital Investment Advisors
Kansas
$676K -$99.6K -1,558 -13%
JCM
437
Jacobi Capital Management
Pennsylvania
$676K +$62.8K +983 +10%
SSG
438
Summit Securities Group
New York
$671K +$44.7K +700 +7%
MHI
439
Miller Howard Investments
New York
$671K +$248K +3,874 +58%
BCM
440
Brookstone Capital Management
Illinois
$660K -$90.2K -1,387 -12%
USCWA
441
U.S. Capital Wealth Advisors
Texas
$658K +$658K +10,293 New
SFP
442
Shepherd Financial Partners
Massachusetts
$657K -$3.75M -58,757 -85%
PIA
443
Powell Investment Advisors
Florida
$653K – – –
MIAN
444
Mariner Independent Advisor Network
Kansas
$652K -$215K -3,359 -25%
BSB
445
Bangor Savings Bank
Maine
$650K -$53.3K -834 -8%
RSWM
446
Robertson Stephens Wealth Management
California
$648K -$25K -392 -4%
TYCC
447
Texas Yale Capital Corp
Florida
$644K – – –
MA
448
Mutual Advisors
Nebraska
$644K +$158K +2,475 +33%
MAM
449
Marquette Asset Management
Minnesota
$639K – – –
RCA
450
Resonant Capital Advisors
Wisconsin
$639K – – –
16 17
18
19 20