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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 %
RFC
426
Regions Financial Corp
Alabama
$836K +$28.9K +404 +4%
HCWM
427
Harrison & Co Wealth Management
Virginia
$835K +$835K +11,658 New
MA
428
Mutual Advisors
Nebraska
$831K +$109K +1,529 +15%
CFO
429
Collective Family Office
Pennsylvania
$830K -$36.2K -505 -4%
TPWA
430
TRUE Private Wealth Advisors
Oregon
$829K -$76.1K -1,064 -8%
PWW
431
Pettyjohn Wood & White
Virginia
$815K -$16.1K -225 -2%
KWM
432
Keebeck Wealth Management
Illinois
$799K +$31.6K +441 +4%
WP
433
WealthShield Partners
North Carolina
$791K +$2.65K +37 +0.3%
Neuberger Berman Group
434
Neuberger Berman Group
New York
$785K -$19K -265 -2%
MMA
435
Miracle Mile Advisors
California
$778K – – –
LWM
436
Laidlaw Wealth Management
New York
$767K +$2.86K +40 +0.4%
VFG
437
V2 Financial group
Illinois
$763K +$230K +3,217 +43%
M&T Bank
438
M&T Bank
New York
$759K +$52.2K +730 +7%
TWC
439
TD Waterhouse Canada
Ontario, Canada
$755K +$755K +10,686 New
SSW
440
Stone Summit Wealth
Florida
$752K +$752K +10,518 New
NL
441
NWAM LLC
Washington
$751K +$36.3K +507 +5%
IFG
442
Investors Financial Group
Minnesota
$748K +$169K +2,361 +29%
KA
443
Kovack Advisors
Florida
$743K -$100K -1,400 -12%
CFS
444
CRA Financial Services
New Jersey
$742K -$28.6K -400 -4%
Allspring Global Investments
445
Allspring Global Investments
North Carolina
$735K +$735K +10,274 New
VA
446
Valmark Advisers
Ohio
$734K -$29.2K -408 -4%
PIA
447
Powell Investment Advisors
Florida
$731K – – –
KP
448
Keel Point
Alabama
$729K -$119K -1,662 -14%
SFP
449
Shepherd Financial Partners
Massachusetts
$729K -$7.59K -106 -1%
RCA
450
Resonant Capital Advisors
Wisconsin
$728K +$12K +168 +2%
16 17
18
19 20