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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$258M
2
Two Sigma Investments
Two Sigma Investments
New York
+$163M
3
UBS Group
UBS Group
Switzerland
+$104M
4
MB
Mizuho Bank
Japan
+$77.4M
5
Bessemer Group
Bessemer Group
New Jersey
+$63.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$903M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$345M
3
Bank of America
Bank of America
North Carolina
-$246M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$212M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
351
Retireful LLC
Michigan
$2.63M +$2.63M +34,793 New
PCG
352
Prosperity Consulting Group
Maryland
$2.63M +$483K +6,387 +23%
SSA
353
Schonfeld Strategic Advisors
New York
$2.63M +$2.63M +34,706 +3,470,600%
GRP
354
Global Retirement Partners
California
$2.63M -$207K -2,735 -7%
CCAL
355
City Center Advisors LLC
Michigan
$2.61M -$745K -9,838 -22%
WF
356
Wayfinding Financial
Washington
$2.61M -$290K -3,834 -10%
TC
357
TAP Consulting
Missouri
$2.61M +$20.8K +275 +0.8%
JFG
358
Jefferies Financial Group
New York
$2.6M +$1.62M +21,408 +165%
TPWA
359
TRUE Private Wealth Advisors
Oregon
$2.59M +$9.31K +123 +0.4%
Sumitomo Mitsui Trust Group
360
Sumitomo Mitsui Trust Group
Japan
$2.58M -$351K -4,637 -12%
WCM
361
Winthrop Capital Management
Indiana
$2.58M -$104K -1,373 -4%
Verition Fund Management
362
Verition Fund Management
Connecticut
$2.58M +$757K +10,000 +42%
AAIM
363
American Assets Investment Management
California
$2.57M – – –
SB
364
Simmons Bank
Arkansas
$2.55M -$2.5K -33 -0.1%
HNB
365
Huntington National Bank
Ohio
$2.55M +$34.2K +452 +1%
CWM
366
Collaborative Wealth Management
Florida
$2.54M -$111K -1,469 -4%
PFP
367
Pinnacle Financial Partners
Tennessee
$2.54M +$19.1K +250 +0.8%
SWM
368
SeaCrest Wealth Management
New York
$2.44M -$175K -2,312 -7%
JGC
369
J. Goldman & Co
New York
$2.43M +$1.91M +25,220 +363%
HCMG
370
Howard Capital Management Group
California
$2.41M -$55K -726 -2%
CI
371
CX Institutional
Indiana
$2.41M +$286K +3,774 +13%
RBC
372
Rye Brook Capital
Connecticut
$2.41M +$2.41M +31,800 New
FPW
373
Fairvoy Private Wealth
Alabama
$2.41M +$2.41M +31,779 New
GT
374
Glenmede Trust
Pennsylvania
$2.4M -$299K -3,953 -11%
NWWA
375
New Wave Wealth Advisors
Arkansas
$2.38M +$48.4K +639 +2%
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