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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 %
BO
501
BRR OpCo
Ohio
$591K -$468K -6,536 -44%
FFS
502
Founders Financial Securities
Maryland
$590K -$171K -2,383 -22%
AFS
503
AFG Fiduciary Services
Massachusetts
$590K +$590K +8,249 New
PPA
504
Parametric Portfolio Associates
Washington
$588K +$215K +3,010 +58%
ZIM
505
Zacks Investment Management
Illinois
$588K +$588K +8,208 New
MAM
506
MMA Asset Management
Pennsylvania
$586K – – –
SPL
507
Smart Portfolios LLC
Washington
$586K +$351K +4,909 +150%
VFA
508
Valeo Financial Advisors
Indiana
$585K +$8.02K +112 +1%
SWM
509
SeaCrest Wealth Management
New York
$585K +$23.6K +330 +4%
PPP
510
Private Portfolio Partners
New Jersey
$584K +$85K +1,187 +17%
Walleye Capital
511
Walleye Capital
New York
$581K +$581K +8,111 New
CWM
512
Chesapeake Wealth Management
Virginia
$578K +$18.4K +257 +3%
W
513
WealthOne
New York
$577K -$27.9K -390 -5%
PAMG
514
Patton Albertson Miller Group
Tennessee
$573K +$79.4K +1,110 +16%
JGUA
515
John G. Ullman & Associates
New York
$565K +$21.5K +300 +4%
GVAG
516
Great Valley Advisor Group
Delaware
$561K +$29.6K +444 +6%
HCMT
517
Highland Capital Management (Tennessee)
Tennessee
$553K +$553K +7,720 New
LWA
518
Lowe Wealth Advisors
Maryland
$552K -$78.7K -1,100 -12%
IWP
519
Icon Wealth Partners
Texas
$552K -$19.6K -273 -3%
MWM
520
Meridian Wealth Management
Kentucky
$551K -$35.5K -496 -6%
CBT
521
Central Bank & Trust
Kentucky
$548K -$4.3K -60 -0.8%
RIA
522
Realta Investment Advisors
Delaware
$548K +$57.1K +797 +12%
OCM
523
Objective Capital Management
Ohio
$544K +$544K +7,600 New
PSIWM
524
Paradigm Strategies in Wealth Management
Minnesota
$543K +$715 +10 +0.1%
GC
525
Garde Capital
Washington
$543K +$33.7K +471 +7%
19 20
21
22 23