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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 %
DADC
376
D.A. Davidson & Co
Montana
$2.38M -$1.82M -24,040 -43%
DLCIG
377
D.L. Carlson Investment Group
New Hampshire
$2.35M -$99.5K -1,315 -4%
RW
378
Rockport Wealth
Ohio
$2.35M -$13.2M -172,510 -85%
ACA
379
Atlas Capital Advisors
Wyoming
$2.34M -$407K -5,377 -15%
ACI
380
Alpha Cubed Investments
California
$2.31M +$1.48M +19,550 +178%
Allianz Asset Management
381
Allianz Asset Management
Germany
$2.31M +$1.67M +22,100 +263%
TSWM
382
Tyler-Stone Wealth Management
Ohio
$2.31M +$610K +8,061 +36%
SWC
383
Spectrum Wealth Counsel
Indiana
$2.3M -$5.3K -70 -0.2%
PCA
384
Pallas Capital Advisors
Massachusetts
$2.29M +$6.81K +90 +0.3%
WBCM
385
Wilson & Boucher Capital Management
California
$2.29M -$39.8K -526 -2%
SCA
386
Sage Capital Advisors
South Dakota
$2.25M +$14.6K +193 +0.7%
KWM
387
Kingsview Wealth Management
Oregon
$2.24M -$30.5M -403,072 -93%
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$2.2M -$7.78M -102,760 -78%
ZIG
389
Zullo Investment Group
Pennsylvania
$2.2M -$32.5K -429 -1%
STA
390
Summit Trail Advisors
New York
$2.19M -$8.17M -108,001 -79%
MWM
391
Modera Wealth Management
New Jersey
$2.18M -$50K -661 -2%
STA
392
Smith Thornton Advisors
Alabama
$2.18M -$1.82K -24 -0.1%
AAS
393
Ameritas Advisory Services
Nebraska
$2.18M +$21.7K +287 +1%
PCMF
394
Private Capital Management (Florida)
Florida
$2.16M -$427K -5,640 -16%
LWANC
395
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.16M +$186K +2,452 +9%
SF
396
Synovus Financial
Georgia
$2.16M -$1.9M -25,124 -47%
EMAM
397
Encompass More Asset Management
California
$2.15M +$1.71M +22,623 +390%
LA
398
LM Advisors
California
$2.14M -$116K -1,538 -5%
BCFS
399
Butensky & Cohen Financial Security
Florida
$2.14M +$13.2K +174 +0.6%
ANTB
400
AMG National Trust Bank
Colorado
$2.13M +$96.8K +1,278 +5%
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