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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 %
PFA
201
Pettinga Financial Advisors
Indiana
$3.02M 42,249 -766 -2%
PA
202
PFG Advisors
Arizona
$3.01M 42,056 -427 -1%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$3.01M 42,022 -2,704 -6%
MWPCG
204
Measured Wealth Private Client Group
New Hampshire
$2.98M 41,572 +2,214 +6%
BAM
205
Brave Asset Management
New Jersey
$2.98M 41,559 +1,796 +5%
HIM
206
Hanlon Investment Management
New Jersey
$2.96M 41,389 – –
WPW
207
Waldron Private Wealth
Pennsylvania
$2.96M 41,329 -6,797 -14%
WA
208
WBH Advisory
Maryland
$2.91M 40,620 +2,339 +6%
PWP
209
Perfromance Wealth Partners
Illinois
$2.87M 40,094 +40,094 New
SW
210
SVB Wealth
Massachusetts
$2.85M 39,779 -2,370 -6%
KIA
211
KCM Investment Advisors
California
$2.84M 39,715 -12,687 -24%
AP
212
Appleton Partners
Massachusetts
$2.84M 39,673 +731 +2%
KPWS
213
Kestra Private Wealth Services
Texas
$2.84M 39,651 +6,095 +18%
SCA
214
Strategic Capital Advisers
Colorado
$2.81M 39,180 +21 +0.1%
AWP
215
Accretive Wealth Partners
New Jersey
$2.77M 38,629 +2,223 +6%
ST
216
Sabal Trust
Florida
$2.74M 38,276 +640 +2%
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$2.71M 38,151 -5,016 -12%
IP
218
Investment Partners
Ohio
$2.69M 37,591 – –
MBT
219
Montecito Bank & Trust
California
$2.69M 37,545 +1,150 +3%
JWCA
220
J.W. Cole Advisors
Florida
$2.67M 37,247 +37,247 New
IWC
221
Integrated Wealth Concepts
Massachusetts
$2.66M 37,200 -5,625 -13%
BFA
222
Beaumont Financial Advisors
Massachusetts
$2.66M 37,205 -393 -1%
BHWM
223
Bar Harbor Wealth Management
New Hampshire
$2.66M 37,108 +1,033 +3%
TSS
224
Two Sigma Securities
New York
$2.63M 36,788 -106,442 -74%
FG
225
Fiduciary Group
Georgia
$2.62M 36,603 -163 -0.4%
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