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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 %
EWA
126
Exencial Wealth Advisors
Oklahoma
$5.5M 76,822 -23,180 -23%
CS
127
Credit Suisse
Switzerland
$5.48M 76,574 -244,193 -76%
GL
128
Graypoint LLC
New York
$5.46M 76,275 -886 -1%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$5.44M 86,811 -27,011 -24%
State Street
130
State Street
Massachusetts
$5.43M 75,909 +75,909 New
CCT
131
Chemung Canal Trust
New York
$5.35M 74,665 +50,189 +205%
RC
132
Roundview Capital
New Jersey
$5.29M 73,961 +2,564 +4%
GAB
133
German American Bancorp
Indiana
$5.17M 72,274 +1,363 +2%
Fisher Asset Management
134
Fisher Asset Management
Washington
$5.07M 70,861 -2,154 -3%
SPIA
135
Steward Partners Investment Advisory
New York
$4.97M 69,358 -1,332 -2%
FIB
136
First Interstate Bank
Montana
$4.76M 66,512 +24,921 +60%
Man Group
137
Man Group
United Kingdom
$4.75M 66,300 +62,260 +1,541%
DY
138
Dowling & Yahnke
California
$4.75M 66,295 -1,777 -3%
AWS
139
AJ Wealth Strategies
New York
$4.68M 65,310 +8,614 +15%
MSU
140
Mizuho Securities USA
New York
$4.67M 65,278 +65,278 New
SSB
141
Sandy Spring Bank
Maryland
$4.63M 64,667 +597 +0.9%
CF
142
Centaurus Financial
California
$4.59M 64,130 +61,004 +1,952%
4WM
143
4J Wealth Management
Virginia
$4.56M 63,644 +5,080 +9%
APA
144
American Portfolios Advisors
New York
$4.51M 63,052 +10,408 +20%
PFM
145
Parsec Financial Management
North Carolina
$4.47M 62,495 -5,027 -7%
PFT
146
Providence First Trust
Arizona
$4.43M 61,945 +323 +0.5%
CFC
147
Client First Capital
California
$4.43M 61,856 +61,856 New
PCTC
148
Perkins Coie Trust Company
Washington
$4.37M 60,999 +4,493 +8%
William Blair & Company
149
William Blair & Company
Illinois
$4.31M 60,136 -1,581 -3%
BRWA
150
B. Riley Wealth Advisors
Florida
$4.28M 59,833 +8,917 +18%
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