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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 %
AF
901
Alerus Financial
North Dakota
– – -37,518 Closed
JWCA
902
J.W. Cole Advisors
Florida
– – -36,940 Closed
CFA
903
Camarda Financial Advisors
Florida
– – -30,308 Closed
CRI
904
Colonial River Investments
Virginia
– – -28,790 Closed
PFO
905
Pathstone Family Office
New Jersey
– – -28,600 Closed
KOMWMG
906
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– – -28,549 Closed
SFG
907
SageGuard Financial Group
Tennessee
– – -28,189 Closed
SWM
908
Strategic Wealth Management
Washington
– – -27,099 Closed
PG
909
Prostatis Group
Maryland
– – -25,634 Closed
TA
910
Tiedemann Advisors
New York
– – -25,505 Closed
LFAS
911
Level Four Advisory Services
Texas
– – -21,235 Closed
MWM
912
Merriman Wealth Management
Washington
– – -20,059 Closed
SDAM
913
Shulman DeMeo Asset Management
New York
– – -20,027 Closed
ACP
914
Arcus Capital Partners
Georgia
– – -17,025 Closed
E
915
Ergoteles
New York
– – -15,183 Closed
NWA
916
New World Advisors
Massachusetts
– – -12,484 Closed
Parallax Volatility Advisers
917
Parallax Volatility Advisers
California
$0 1 -11,965 -100%
HIP
918
HUB Investment Partners
Texas
– – -11,442 Closed
EP
919
Edgestream Partners
New Jersey
– – -10,539 Closed
Public Sector Pension Investment Board (PSP Investments)
920
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -7,932 Closed
BA
921
Ballew Advisors
Mississippi
– – -6,824 Closed
Verition Fund Management
922
Verition Fund Management
Connecticut
– – -5,746 Closed
BOPW
923
Brandywine Oak Private Wealth
Pennsylvania
– – -5,582 Closed
PWM
924
PRW Wealth Management
Massachusetts
– – -5,486 Closed
MIFH
925
Migdal Insurance & Financial Holdings
Israel
– – -5,281 Closed
35 36
37
38 39