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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 %
UWM
1026
USAdvisors Wealth Management
Minnesota
– – -3,332 Closed
RTS
1027
Round Table Services
New Jersey
– – -3,298 Closed
SMC
1028
Smith, Moore & Co
Missouri
– – -3,290 Closed
PMFA
1029
Plante Moran Financial Advisors
Michigan
– – -3,246 Closed
TFS
1030
Thoroughbred Financial Services
Tennessee
– – -3,215 Closed
BCM
1031
Beaumont Capital Management
Massachusetts
– – -3,197 Closed
CWM
1032
Cornerstone Wealth Management
Missouri
– – -3,195 Closed
LWM
1033
Liberty Wealth Management
California
– – -2,058 Closed
HA
1034
Herold Advisors
New York
– – -1,450 Closed
LDFR
1035
Lehman & Derafelo Financial Resources
Pennsylvania
– – -1,390 Closed
CCM
1036
Carderock Capital Management
Maryland
– – -1,221 Closed
APWA
1037
Atlas Private Wealth Advisors
New Jersey
– – -777 Closed
MA
1038
MCF Advisors
Kentucky
– – -750 Closed
BC
1039
Bartlett & Co
Ohio
– – -500 Closed
BCWM
1040
Bartlett & Co Wealth Management
Ohio
– – -500 Closed
FA
1041
Flagstar Advisors
New York
– – -432 Closed
GPA
1042
Guidance Point Advisors
Massachusetts
– – -413 Closed
FCM
1043
Firestone Capital Management
Florida
– – -385 Closed
Zurich Cantonal Bank
1044
Zurich Cantonal Bank
Switzerland
$0 1 -343 -100%
IF
1045
Ironwood Financial
Arizona
– – -299 Closed
CDIA
1046
Capital Directions Investment Advisors
Georgia
– – -240 Closed
WLPWM
1047
Walled Lake Planning & Wealth Management
Illinois
– – -227 Closed
TA
1048
Tectonic Advisors
Texas
– – -150 Closed
TWA
1049
TCI Wealth Advisors
Arizona
– – -54 Closed
GP
1050
Greenline Partners
New York
– – -25 Closed
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