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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$281M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Citigroup
Citigroup
New York
+$218M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
PP
Prudential plc
United Kingdom
+$143M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$263M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$83.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$70.5M
4
Charles Schwab
Charles Schwab
California
-$59.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
551
WBI Investments
New Jersey
$335K +$18.2K +284 +6%
SRSA
552
S.R. Schill & Associates
Washington
$333K – – –
TPCW
553
TD Private Client Wealth
New York
$331K +$271K +4,238 +452%
PSUF
554
People's United Financial
Connecticut
$329K -$34.8K -544 -10%
BMCM
555
Bryn Mawr Capital Management
Pennsylvania
$329K – – –
FUBT
556
First United Bank & Trust
Maryland
$326K -$26.9K -420 -8%
WA
557
Wambolt & Associates
Colorado
$324K -$96.8K -1,515 -23%
PAI
558
Pittenger & Anderson Inc
Nebraska
$324K -$13.8K -215 -4%
CWS
559
Cypress Wealth Services
California
$324K -$12.8K -200 -4%
NSIM
560
North Star Investment Management
Illinois
$323K +$71.1K +1,108 +28%
WEPOG
561
Wealth Enhancement & Preservation of GA
Georgia
$322K -$328 -5 -0.1%
CCM
562
Campbell Capital Management
Florida
$320K – – –
CAM
563
Cresset Asset Management
Illinois
$319K -$141K -2,208 -31%
CFD
564
Creative Financial Designs
Indiana
$316K +$9.36K +146 +3%
BTWM
565
Baker Tilly Wealth Management
Wisconsin
$316K +$316K +4,938 New
SF
566
Synovus Financial
Georgia
$308K -$307K -4,795 -50%
MOS
567
MGO One Seven
Ohio
$308K -$62.8K -982 -17%
TW
568
Transform Wealth
Colorado
$307K -$1.98M -30,913 -87%
PWM
569
Prentice Wealth Management
New York
$304K +$304K +4,752 New
HIA
570
Harbor Investment Advisory
Maryland
$303K +$96.1K +1,501 +46%
TNB
571
Thomasville National Bank
Georgia
$302K +$6.66K +120 +2%
RWP
572
Ridgecrest Wealth Partners
California
$298K +$298K +4,650 New
NAM
573
NTV Asset Management
West Virginia
$296K -$199K -3,115 -40%
Fayez Sarofim & Co
574
Fayez Sarofim & Co
Texas
$296K – – –
MGIA
575
Moneta Group Investment Advisors
Missouri
$294K +$294K +4,591 New
21 22
23
24 25