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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 %
SSG
476
Summit Securities Group
New York
$644K -$107K -1,500 -14%
BPC
477
Banque Pictet & Cie
Switzerland
$644K – – –
PWM
478
Perigon Wealth Management
California
$644K +$644K +8,997 New
EAM
479
Evanson Asset Management
California
$637K +$17.5K +244 +3%
FNBT
480
FineMark National Bank & Trust
Florida
$634K +$634K +8,864 New
PWM
481
Palumbo Wealth Management
New York
$633K +$26.3K +367 +4%
YIA
482
YHB Investment Advisors
Connecticut
$632K -$272K -3,797 -30%
EWM
483
Endurance Wealth Management
Rhode Island
$630K -$17.9K -250 -3%
HHAM
484
HITE Hedge Asset Management
Massachusetts
$630K +$630K +8,800 New
KC
485
Kenfarb & Co
Kentucky
$626K +$626K +8,745 New
TAM
486
Tocqueville Asset Management
New York
$623K – – –
CGH
487
CMG Global Holdings
Texas
$622K – – –
WIA
488
World Investment Advisors
California
$618K +$66.9K +999 +12%
SVWAG
489
Sound View Wealth Advisors Group
Georgia
$613K +$68.9K +963 +13%
CAG
490
Curtis Advisory Group
California
$613K +$240K +3,350 +64%
CC
491
Constitution Capital
Connecticut
$612K -$339K -4,742 -36%
PCA
492
Personal Capital Advisors
California
$607K -$359K -4,571 -37%
BAM
493
Belpointe Asset Management
Nevada
$603K -$2.95M -41,148 -83%
WPC
494
White Pine Capital
Minnesota
$603K +$19.3K +270 +3%
GT
495
Greenleaf Trust
Michigan
$601K +$3.51K +49 +0.6%
3LCM
496
3D/L Capital Management
Connecticut
$599K +$34.3K +479 +6%
GCMG
497
Gyroscope Capital Management Group
Florida
$598K +$25.3K +353 +4%
BF
498
BOK Financial
Oklahoma
$597K +$34.1K +477 +6%
MYIA
499
Mount Yale Investment Advisors
Colorado
$594K +$25.3K +353 +4%
SIC
500
Salem Investment Counselors
North Carolina
$592K +$571K +7,971 +2,657%
18 19
20
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