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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
376
ClearBridge Investments
New York
$1.87M – – –
TCA
377
Transcend Capital Advisors
New Jersey
$1.84M -$107K -1,565 -5%
FIM
378
Freedom Investment Management
Connecticut
$1.84M +$15.7K +231 +0.9%
CIA
379
Choate Investment Advisors
Massachusetts
$1.84M -$112K -1,650 -6%
AIC
380
Ayalon Insurance Company
Israel
$1.84M -$62.5K -917 -3%
SFP
381
Shepherd Financial Partners
Massachusetts
$1.83M +$53.6K +786 +3%
AF
382
Alerus Financial
North Dakota
$1.83M +$202K +2,962 +12%
PP
383
Patten & Patten
Tennessee
$1.82M -$43.7K -641 -2%
PAS
384
Park Avenue Securities
New York
$1.8M +$544K +7,976 +43%
CB
385
Commerce Bank
Missouri
$1.77M -$130K -1,903 -7%
FFN
386
Focus Financial Network
Minnesota
$1.74M -$166K -2,371 -9%
MBTD
387
Mechanics Bank - Trust Department
California
$1.74M +$9.06K +133 +0.5%
IF
388
Intrua Financial
Texas
$1.73M +$970K +14,229 +127%
Jones Financial Companies
389
Jones Financial Companies
Missouri
$1.73M +$1.36M +20,024 +371%
M&T Bank
390
M&T Bank
New York
$1.73M +$36.4K +535 +2%
TW
391
TrinityPoint Wealth
Connecticut
$1.72M -$87.3K -1,281 -5%
STA
392
Smith Thornton Advisors
Alabama
$1.72M +$1.72M +25,267 New
MWPCG
393
Measured Wealth Private Client Group
New Hampshire
$1.72M +$613K +8,992 +55%
CI
394
CX Institutional
Indiana
$1.72M -$104K -1,519 -6%
WIA
395
World Investment Advisors
California
$1.72M +$1.72M +25,175 New
STA
396
Summit Trail Advisors
New York
$1.71M -$2.78M -40,819 -62%
LWM
397
Lionsbridge Wealth Management
Florida
$1.71M +$1.71M +25,101 New
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M -$65.5K -961 -4%
HVIA
399
Hudson Valley Investment Advisors
New York
$1.69M +$11.4K +176 +0.7%
BCM
400
Brookstone Capital Management
Illinois
$1.68M +$711K +10,141 +73%
14 15
16
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