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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 %
CWM
201
Cranbrook Wealth Management
Michigan
$2.88M 45,017 +2,054 +5%
OC
202
Oppenheimer & Co
New York
$2.87M 44,980 +35,023 +352%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$2.86M 44,726 -1,163 -3%
BCA
204
Bray Capital Advisors
Florida
$2.85M 44,532 +406 +0.9%
VCM
205
Virtue Capital Management
Tennessee
$2.84M 44,493 -2,259 -5%
BBVA
206
Banco Bilbao Vizcaya Argentaria
Spain
$2.77M 43,167 +9,495 +28%
PFA
207
Pettinga Financial Advisors
Indiana
$2.75M 43,015 -16,082 -27%
IWC
208
Integrated Wealth Concepts
Massachusetts
$2.74M 42,825 +19,376 +83%
DC
209
Davenport & Co
Virginia
$2.73M 42,776 +20 +0%
PA
210
PFG Advisors
Arizona
$2.71M 42,483 +9,756 +30%
SW
211
SVB Wealth
Massachusetts
$2.69M 42,149 -164 -0.4%
FIB
212
First Interstate Bank
Montana
$2.66M 41,591 -261 -0.6%
HIM
213
Hanlon Investment Management
New Jersey
$2.64M 41,389 – –
BPM
214
Bowling Portfolio Management
Ohio
$2.63M 41,221 -4,780 -10%
SFG
215
StrategIQ Financial Group
Indiana
$2.6M 40,696 +855 +2%
LJAC
216
L.J. Altfest & Co
New York
$2.57M 40,185 +36,137 +893%
BAM
217
Brave Asset Management
New Jersey
$2.54M 39,763 +1,012 +3%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$2.52M 39,392 +1,446 +4%
MWPCG
219
Measured Wealth Private Client Group
New Hampshire
$2.51M 39,358 +39,358 New
FSA
220
Fort Sheridan Advisors
Illinois
$2.51M 39,319 -36 -0.1%
SCA
221
Strategic Capital Advisers
Colorado
$2.5M 39,159 +4,790 +14%
AP
222
Appleton Partners
Massachusetts
$2.49M 38,942 +1,783 +5%
FG
223
Fiduciary Group
Georgia
$2.48M 36,766 +3 +0%
AAS
224
Avantax Advisory Services
Texas
$2.45M 38,252 +4,325 +13%
WA
225
WBH Advisory
Maryland
$2.45M 38,281 -220 -0.6%
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