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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$5.13M 80,281 -2,649 -3%
IWP
127
Innova Wealth Partners
Pennsylvania
$5.12M 80,139 +3,276 +4%
AI
128
Atria Investments
North Carolina
$5.1M 79,777 +7,014 +10%
HC
129
HNP Capital
New York
$5.03M 78,758 +4,757 +6%
GB
130
Gunma Bank
Japan
$5.02M 78,500 – –
GL
131
Graypoint LLC
New York
$4.93M 77,161 -896 -1%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$4.91M 76,781 +22,816 +42%
Fisher Asset Management
133
Fisher Asset Management
Washington
$4.66M 73,015 +73,015 New
CA
134
Cornerstone Advisory
Maryland
$4.59M 71,773 +26,523 +59%
RC
135
Roundview Capital
New Jersey
$4.56M 71,397 +1,831 +3%
GAB
136
German American Bancorp
Indiana
$4.53M 70,911 +2,451 +4%
SPIA
137
Steward Partners Investment Advisory
New York
$4.52M 70,690 -1,057 -1%
PFM
138
Parsec Financial Management
North Carolina
$4.49M 67,522 -13,164 -16%
DY
139
Dowling & Yahnke
California
$4.35M 68,072 +480 +0.7%
SC
140
Scotia Capital
Ontario, Canada
$4.18M 65,363 +315 +0.5%
RCP
141
Rothschild Capital Partners
New York
$4.16M 65,114 +227 +0.3%
SSB
142
Sandy Spring Bank
Maryland
$4.09M 64,070 +265 +0.4%
AA
143
AlphaMark Advisors
Kentucky
$4.08M 63,845 +8,194 +15%
FSC
144
Full Sail Capital
Oklahoma
$4.02M 62,871 -626 -1%
Creative Planning
145
Creative Planning
Kansas
$3.99M 62,446 -2,777 -4%
William Blair & Company
146
William Blair & Company
Illinois
$3.94M 61,717 +695 +1%
PFT
147
Providence First Trust
Arizona
$3.94M 61,622 -1,098 -2%
TF
148
Trek Financial
Arizona
$3.78M 59,167 +34,761 +142%
4WM
149
4J Wealth Management
Virginia
$3.74M 58,564 +1,487 +3%
IWM
150
IHT Wealth Management
Illinois
$3.72M 58,206 +3,552 +6%
4 5
6
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