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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 %
GT
326
Glenmede Trust
Pennsylvania
$2.37M 34,824 – –
WCM
327
Winthrop Capital Management
Indiana
$2.36M 34,587 -2,380 -6%
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$2.36M 34,572 +1,391 +4%
DJSG
329
D.J. St. Germain
Massachusetts
$2.35M 34,436 -461 -1%
HNB
330
Huntington National Bank
Ohio
$2.32M 34,068 -2,527 -7%
AAIM
331
American Assets Investment Management
California
$2.32M 34,000 – –
SB
332
Simmons Bank
Arkansas
$2.29M 33,600 -354 -1%
HI
333
Harbour Investments
Wisconsin
$2.27M 33,344 +9,891 +42%
PCA
334
Pallas Capital Advisors
Massachusetts
$2.26M 32,199 +1,238 +4%
PFP
335
Pinnacle Financial Partners
Tennessee
$2.25M 33,308 -149 -0.4%
CWM
336
Cordatus Wealth Management
Pennsylvania
$2.25M 33,060 +423 +1%
PA
337
PFG Advisors
Arizona
$2.23M 32,714 +13,575 +71%
LA
338
LM Advisors
California
$2.2M 33,672 +228 +0.7%
RCM
339
Rivernorth Capital Management
Florida
$2.2M 32,319 -17,681 -35%
MHI
340
Miller Howard Investments
New York
$2.2M 32,239 +13,361 +71%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$2.2M 32,216 -403 -1%
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$2.18M 32,019 +676 +2%
MA
343
Montag & Associates
Georgia
$2.18M 31,972 -245 -0.8%
PI
344
PFG Investments
New York
$2.18M 31,921 -4,400 -12%
EP
345
Edgestream Partners
New Jersey
$2.18M 31,921 +28,203 +759%
KHLMTHM
346
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.17M 31,804 +31,804 New
CAM
347
Cresset Asset Management
Illinois
$2.15M 31,579 -4,441 -12%
VC
348
Vicus Capital
Pennsylvania
$2.15M 31,563 +31,563 New
IA
349
IMZ Advisory
Florida
$2.12M 31,133 -17,660 -36%
PFMU
350
Privium Fund Management (UK)
United Kingdom
$2.11M 30,900 -24,170 -44%
12 13
14
15 16