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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

891 hedge funds and large institutions have $9.67B invested in Utilities Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 347 increasing their positions, 257 reducing their positions, and 70 closing their positions.

Holders
891
Holders Change
+19
Holders Change %
+2.18%
% of All Funds
15.65%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.4%
New
104
Increased
347
Reduced
257
Closed
70
Calls
$915M
Puts
$1.29B
Net Calls
-$377M
Net Calls Change
-$307M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$443M
2
N
2
Natixis
France
$128M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Morgan Stanley
4
Morgan Stanley
New York
$454M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$43.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$753M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Barclays
3
Barclays
United Kingdom
$123M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.9M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
751
Gradient Investments
Minnesota
$79K 1,244 +1 +0.1%
Jones Financial Companies
752
Jones Financial Companies
Missouri
$79K 1,235 +1,235 New
CCM
753
Carderock Capital Management
Maryland
$78K 1,221 +1,221 New
TCWA
754
Ten Capital Wealth Advisors
Washington
$77K 1,210 -44,808 -97%
CYG
755
Clean Yield Group
Vermont
$77K 1,200 – –
JEST
756
JTC Employer Solutions Trustee
Jersey
$77K 1,200 – –
CAL
757
Capital Analysts LLC
Pennsylvania
$77K 1,203 +8 +0.7%
BWM
758
BerganKDV Wealth Management
Minnesota
$77K 1,199 +699 +140%
WT
759
Whittier Trust
California
$72K 1,131 +100 +10%
CWA
760
Clearview Wealth Advisors
Oregon
$71K 1,115 +1,015 +1,015%
MSFP
761
Mark Sheptoff Financial Planning
Connecticut
$66K 1,030 – –
FWM
762
Filbrandt Wealth Management
Wisconsin
$64K 1,000 – –
FGAM
763
Financial Gravity Asset Management
Texas
$64K 39 – –
TC
764
Tacita Capital
Ontario, Canada
$64K 1,000 – –
SIM
765
Sonora Investment Management
Arizona
$64K 1,000 +1,000 New
HC
766
Hoese & Co
Minnesota
$63K 990 – –
EWM
767
Evermay Wealth Management
Virginia
$62K 965 – –
CHA
768
Carmichael Hill & Associates
Maryland
$60K 940 +2 +0.2%
GAM
769
Gemmer Asset Management
California
$59K 926 – –
AIM
770
Anchor Investment Management
South Carolina
$58.6K 917 – –
DSC
771
Duncker Streett & Co
Missouri
$58K 915 – –
FDCDDQ
772
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.4K 883 -521 -37%
IFAM
773
Institutional & Family Asset Management
Colorado
$56K 882 -304 -26%
FWM
774
Focused Wealth Management
New York
$55K 861 -1,497 -63%
CFN
775
Cordasco Financial Network
Florida
$55K 865 – –
29 30
31
32 33