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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 %
ICG
651
InterOcean Capital Group
Tennessee
$218K -$93.6K -1,460 -30%
TFF
652
The Family Firm
Maryland
$217K +$1.6K +25 +0.7%
SSWM
653
Sheets Smith Wealth Management
North Carolina
$217K +$11.9K +185 +6%
GG
654
Gofen & Glossberg
Illinois
$215K +$215K +3,365 New
HB
655
Homrich & Berg
Georgia
$214K +$214K +3,336 New
CFB
656
Cullen/Frost Bankers
Texas
$213K -$89.5K -1,399 -30%
HAS
657
HBW Advisory Services
California
$212K -$1.48K -23 -0.7%
PA
658
Pinnacle Associates
New York
$211K -$116K -1,821 -36%
KCM
659
Kanawha Capital Management
Virginia
$211K – – –
SMC
660
Smith, Moore & Co
Missouri
$211K +$211K +3,288 New
Lido Advisors
661
Lido Advisors
California
$210K -$27.9K -437 -12%
WAP
662
Wealthcare Advisory Partners
Pennsylvania
$210K +$210K +3,287 New
SSCA
663
South Shore Capital Advisors
Massachusetts
$206K +$206K +3,219 New
PWP
664
Principle Wealth Partners
Connecticut
$203K +$203K +3,164 New
NB
665
Northwest Bancshares
Pennsylvania
$203K +$203K +3,171 New
SF
666
Symphony Financial
Texas
$202K +$202K +3,106 New
PP
667
Pacifica Partners
Canada
$191K – – –
CCMW
668
Cypress Capital Management (Wyoming)
Wyoming
$189K – – –
ATC
669
Adirondack Trust Company
New York
$188K – – –
CMBA
670
C.M. Bidwell & Associates
Hawaii
$187K +$181K +2,826 +2,798%
ZB
671
Zions Bancorporation
Utah
$171K – – –
BA
672
Ballast Advisors
Minnesota
$170K – – –
SJIM
673
St. Johns Investment Management
Florida
$166K -$2.18K -34 -1%
CF
674
Centaurus Financial
California
$156K -$262K -4,087 -63%
MRC
675
Millburn Ridgefield Corp
New York
$155K +$5.52K +86 +4%
25 26
27
28 29