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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 %
TYCC
451
Texas Yale Capital Corp
Florida
$721K – – –
MAM
452
Marquette Asset Management
Minnesota
$716K – – –
SCM
453
Spreng Capital Management
Ohio
$711K +$6.22K +87 +0.9%
MFG
454
Magnus Financial Group
New York
$710K -$86.5K -1,209 -11%
AWA
455
Arete Wealth Advisors
Illinois
$710K +$49.2K +693 +7%
TSWM
456
Tyler-Stone Wealth Management
Ohio
$708K +$708K +9,892 New
BSB
457
Bangor Savings Bank
Maine
$702K -$25.4K -355 -3%
SC
458
Stolper & Co
Oklahoma
$700K +$39.1K +546 +6%
WCM
459
Windsor Capital Management
Arizona
$696K -$13.5K -188 -2%
PWA
460
Primoris Wealth Advisors
Florida
$696K +$696K +9,700 New
TP
461
Tranquility Partners
Tennessee
$693K -$358 -5 -0.1%
DW
462
Domani Wealth
Pennsylvania
$693K +$42.9K +600 +7%
PCIA
463
Prime Capital Investment Advisors
Kansas
$692K -$70.7K -988 -9%
AFP
464
Ausdal Financial Partners
Iowa
$683K -$740K -10,334 -52%
TGAM
465
TBH Global Asset Management
Tennessee
$681K – – –
CA
466
Claro Advisors
Massachusetts
$673K +$3.72K +52 +0.6%
GHA
467
GW Henssler & Associates
Georgia
$672K -$85.5K -1,195 -11%
SFA
468
Sequoia Financial Advisors
Ohio
$670K +$197K +2,758 +42%
KF
469
Krilogy Financial
Missouri
$669K -$322K -4,500 -32%
RVPG
470
Relative Value Partners Group
$669K +$6.52K +91 +1%
GLA
471
Good Life Advisors
Pennsylvania
$665K -$43.5K -608 -6%
SC
472
Solstein Capital
California
$657K +$657K +9,177 New
CCA
473
Catalyst Capital Advisors
New York
$655K +$22K +307 +3%
GIA
474
Gladstone Institutional Advisory
Florida
$653K +$95.7K +1,338 +17%
USCWA
475
U.S. Capital Wealth Advisors
Texas
$652K -$85.2K -1,189 -12%
17 18
19
20 21