XLU icon

Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,185 hedge funds and large institutions have $10.4B invested in Utilities Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 433 increasing their positions, 397 reducing their positions, and 86 closing their positions.

Holders
1,185
Holders Change
+76
Holders Change %
+6.85%
% of All Funds
17.24%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.48%
New
178
Increased
433
Reduced
397
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$488M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$221M
3
Goldman Sachs
3
Goldman Sachs
New York
$521M
4
Bank of America
4
Bank of America
North Carolina
$963M
5
Barclays
5
Barclays
United Kingdom
$217M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.8M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$90.7M
3
PP
3
Peconic Partners
New York
$199K
4
Squarepoint
4
Squarepoint
New York
$0
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
276
Prospera Financial Services
Texas
$3.05M 44,709 -856 -2%
IA
277
IFP Advisors
Florida
$3.04M 44,549 +12,087 +37%
PWM
278
Perigon Wealth Management
California
$3.03M 44,532 +22,271 +100%
EFS
279
Econ Financial Services
Pennsylvania
$3.03M 44,407 -99 -0.2%
FIA
280
Foundations Investment Advisors
Arizona
$2.99M 43,927 +14,073 +47%
HA
281
Hamel Associates
New Jersey
$2.98M 43,755 – –
JMFC
282
J.M. Forbes & Co
Massachusetts
$2.95M 43,342 -262 -0.6%
TFA
283
Toth Financial Advisory
Virginia
$2.94M 43,176 +22,759 +111%
PCMF
284
Private Capital Management (Florida)
Florida
$2.93M 43,026 -104 -0.2%
EIP
285
Ellis Investment Partners
Pennsylvania
$2.92M 42,807 +4,752 +12%
TCOO
286
Trust Company of Oklahoma
Oklahoma
$2.9M 42,631 -105 -0.2%
KeyBank National Association
287
KeyBank National Association
Ohio
$2.9M 42,586 -648 -1%
TF
288
Theory Financial
Colorado
$2.88M 42,324 +42,324 New
Fidelity Investments
289
Fidelity Investments
Massachusetts
$2.86M 42,031 +10,940 +35%
CCA
290
Cadent Capital Advisors
Oklahoma
$2.86M 41,914 +41,914 New
PCOTEOTHU
291
Provident Company of the Employees of the Hebrew University
Israel
$2.85M 41,863 +19,248 +85%
GI
292
GAMCO Investors
Connecticut
$2.85M 41,845 +41,845 New
DLCIG
293
D.L. Carlson Investment Group
New Hampshire
$2.82M 41,390 +12,884 +45%
NB
294
NBT Bank
New York
$2.81M 41,253 -616 -1%
WA
295
Waverly Advisors
Alabama
$2.79M 40,879 -2,454 -6%
DADC
296
D.A. Davidson & Co
Montana
$2.78M 40,783 +8,825 +28%
Verition Fund Management
297
Verition Fund Management
Connecticut
$2.76M 40,500 +40,500 New
WF
298
Wayfinding Financial
Washington
$2.73M 40,121 -953 -2%
MCM
299
MV Capital Management
Maryland
$2.71M 39,822 -2,392 -6%
ABC
300
Associated Banc-Corp
Wisconsin
$2.7M 39,641 +2,811 +8%
10 11
12
13 14