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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$74K 1,030 – –
ACG
827
Allen Capital Group
Nebraska
$74K 1,027 +350 +52%
BC
828
Barnett & Company
Tennessee
$72K 1,000 -320 -24%
TC
829
Tacita Capital
Ontario, Canada
$72K 1,000 – –
SM
830
SG3 Management
Puerto Rico
$72K 1,000 +1,000 New
FAG
831
Fortitude Advisory Group
Washington
$72K 1,010 +1,010 New
HC
832
Hoese & Co
Minnesota
$71K 990 – –
EWM
833
Evermay Wealth Management
Virginia
$69K 965 – –
RAM
834
Riggs Asset Management
Pennsylvania
$68K 945 -113,170 -99%
CHA
835
Carmichael Hill & Associates
Maryland
$68K 943 +3 +0.3%
GI
836
Gradient Investments
Minnesota
$66K 928 -316 -25%
GAM
837
Gemmer Asset Management
California
$66K 926 – –
AIM
838
Anchor Investment Management
South Carolina
$65.6K 917 – –
DSC
839
Duncker Streett & Co
Missouri
$65K 915 – –
BWM
840
BerganKDV Wealth Management
Minnesota
$64K 899 -300 -25%
FDCDDQ
841
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.2K 883 – –
CFN
842
Cordasco Financial Network
Florida
$62K 865 – –
FWM
843
Focused Wealth Management
New York
$62K 865 +4 +0.5%
QCG
844
Quadrant Capital Group
Ohio
$61K 850 – –
AA
845
Ancora Advisors
Ohio
$58K 816 +320 +65%
MAM
846
Mystic Asset Management
Rhode Island
$58K 819 +819 New
HF
847
Halpern Financial
Virginia
$57.6K 804 +654 +436%
BFO
848
Biltmore Family Office
North Carolina
$57K 800 +200 +33%
DI
849
Disciplined Investments
Oklahoma
$55K 775 – –
CWS
850
Confluence Wealth Services
Pennsylvania
$55K 781 +781 New
32 33
34
35 36