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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.

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
1
BNP Paribas Financial Markets
France
$320M
2
Bank of America
2
Bank of America
North Carolina
$797M
3
Citigroup
3
Citigroup
New York
$528M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$203M
5
PP
5
Prudential plc
United Kingdom
$554M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$169M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$128M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$217M
4
Charles Schwab
4
Charles Schwab
California
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$212M
Name Market Value Shares Shares
Change 		Shares
Change %
WG
126
Winton Group
United Kingdom
$4.76M 74,336 -71,535 -49%
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$4.75M 74,163 -122,576 -62%
SFS
128
Solitude Financial Services
Virginia
$4.61M 72,046 +17,634 +32%
VRM
129
Vectors Research Management
New York
$4.59M 71,675 +7,909 +12%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$4.52M 70,633 -43,651 -38%
SFP
131
Shepherd Financial Partners
Massachusetts
$4.52M 70,570 -30,520 -30%
MAFM
132
Mid Atlantic Financial Management
Pennsylvania
$4.51M 70,403 -9,191 -12%
EWA
133
Exencial Wealth Advisors
Oklahoma
$4.49M 70,144 +7,372 +12%
CIC
134
Carnegie Investment Counsel
Ohio
$4.46M 69,614 -9,467 -12%
AWM
135
Altus Wealth Management
Kentucky
$4.43M 69,105 +3,964 +6%
DY
136
Dowling & Yahnke
California
$4.36M 68,097 -870 -1%
RC
137
Roundview Capital
New Jersey
$4.34M 67,833 -1,239 -2%
Creative Planning
138
Creative Planning
Kansas
$4.31M 67,259 +7,974 +13%
RCP
139
Rothschild Capital Partners
New York
$4.27M 66,688 -218 -0.3%
TAS
140
TIFF Advisory Services
Pennsylvania
$4.21M 65,725 – –
GAB
141
German American Bancorp
Indiana
$4.18M 65,261 +4,676 +8%
FSC
142
Full Sail Capital
Oklahoma
$4.17M 64,189 +862 +1%
CCWA
143
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.06M 63,317 +23,521 +59%
SC
144
Scotia Capital
Ontario, Canada
$4.04M 63,149 -26,596 -30%
JGC
145
J. Goldman & Co
New York
$3.96M 61,860 +32,954 +114%
William Blair & Company
146
William Blair & Company
Illinois
$3.96M 61,805 -38,808 -39%
PFA
147
Pettinga Financial Advisors
Indiana
$3.9M 60,903 +29,629 +95%
SSB
148
Sandy Spring Bank
Maryland
$3.88M 60,532 -1,490 -2%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$3.87M 60,480 -72,390 -54%
PFT
150
Providence First Trust
Arizona
$3.86M 60,239 -388 -0.6%
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