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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 %
SW
201
SVB Wealth
Massachusetts
$2.76M 43,141 -13,601 -24%
CWM
202
Cranbrook Wealth Management
Michigan
$2.7M 42,134 +428 +1%
FIB
203
First Interstate Bancsystem
Montana
$2.66M 41,491 +41,491 New
William Blair Investment Management
204
William Blair Investment Management
Illinois
$2.6M 40,640 -4,600 -10%
WPW
205
Waldron Private Wealth
Pennsylvania
$2.6M 40,643 – –
SFG
206
StrategIQ Financial Group
Indiana
$2.6M 40,574 -7,360 -15%
LFAS
207
Level Four Advisory Services
Texas
$2.46M 38,436 +5,806 +18%
FG
208
Fiduciary Group
Georgia
$2.46M 36,798 -885 -2%
PWAC
209
Private Wealth Advisors (California)
California
$2.45M 38,195 -26,692 -41%
CTC
210
Central Trust Company
Missouri
$2.44M 38,133 -3,762 -9%
MBTD
211
Mechanics Bank - Trust Department
California
$2.43M 37,997 -3,060 -7%
JWCA
212
J.W. Cole Advisors
Florida
$2.37M 36,962 -1,840 -5%
DLCIG
213
D.L. Carlson Investment Group
New Hampshire
$2.35M 36,756 +4,428 +14%
BAM
214
Brave Asset Management
New Jersey
$2.35M 36,696 +5,750 +19%
IP
215
Investment Partners
Ohio
$2.35M 36,676 -100 -0.3%
AP
216
Appleton Partners
Massachusetts
$2.34M 36,609 +795 +2%
MBT
217
Montecito Bank & Trust
California
$2.34M 36,590 -16,872 -32%
TNB
218
TCF National Bank
South Dakota
$2.33M 36,413 -1,477 -4%
MCM
219
Manchester Capital Management
Vermont
$2.32M 36,253 – –
ANTB
220
AMG National Trust Bank
Colorado
$2.31M 36,028 +6,390 +22%
BHWM
221
Bar Harbor Wealth Management
New Hampshire
$2.31M 36,000 +410 +1%
ST
222
Sabal Trust
Florida
$2.3M 35,949 +1,310 +4%
PAS
223
Park Avenue Securities
New York
$2.29M 35,764 +18,560 +108%
FC
224
Ferris Capital
Massachusetts
$2.28M 35,579 -283 -0.8%
WA
225
WBH Advisory
Maryland
$2.28M 35,550 -1,006 -3%
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