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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 %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$2.7M 39,561 +18,957 +92%
ONB
302
Old National Bancorp
Indiana
$2.69M 39,536 -5,360 -12%
IP
303
Investment Partners
Ohio
$2.67M 39,116 – –
KWM
304
Koa Wealth Management
California
$2.66M 39,101 +1,081 +3%
FMC
305
First Merchants Corp
Indiana
$2.61M 38,275 -1,084 -3%
SSA
306
Schonfeld Strategic Advisors
New York
$2.6M 38,223 +33,985 +802%
WA
307
WBH Advisory
Maryland
$2.57M 37,655 -153 -0.4%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$2.56M 37,770 +17,449 +86%
GM
309
GeoWealth Management
Illinois
$2.51M 36,857 +12,642 +52%
RJT
310
Raymond James Trust
Florida
$2.51M 36,813 +2,723 +8%
GCA
311
Greenwood Capital Associates
South Carolina
$2.5M 36,716 +2,864 +8%
PFT
312
Providence First Trust
Arizona
$2.5M 36,707 +38 +0.1%
CWM
313
Collaborative Wealth Management
Florida
$2.5M 36,701 -2,141 -6%
AAS
314
Ameritas Advisory Services
Nebraska
$2.49M 36,601 +5,834 +19%
RA
315
RFG Advisory
Alabama
$2.49M 36,497 +27,560 +308%
CIM
316
CIM Investment Management
Pennsylvania
$2.48M 36,469 -212 -0.6%
FMTCOCP
317
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.48M 36,392 -75 -0.2%
LCM
318
LCM Capital Management
Illinois
$2.47M 36,282 +270 +0.7%
ANTB
319
AMG National Trust Bank
Colorado
$2.47M 36,245 +10,518 +41%
SVWAG
320
Sound View Wealth Advisors Group
Georgia
$2.47M 36,176 +3,617 +11%
PPFA
321
Provida Pension Fund Administrator
Chile
$2.46M 36,049 – –
SAMC
322
Spectrum Asset Management (California)
California
$2.43M 35,693 +35,693 New
TC
323
TAP Consulting
Missouri
$2.43M 35,638 -56,192 -61%
SCP
324
Silverleafe Capital Partners
Tennessee
$2.4M 35,195 +35,195 New
CG
325
Corundum Group
Colorado
$2.39M 35,051 +12,807 +58%
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