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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
BNP Paribas Financial Markets
France
$488M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$221M
3
Goldman Sachs
Goldman Sachs
New York
$521M
4
Bank of America
Bank of America
North Carolina
$963M
5
Barclays
Barclays
United Kingdom
$217M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$90.7M
3
PP
Peconic Partners
New York
$199K
4
Squarepoint
Squarepoint
New York
$0
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
401
Perfromance Wealth Partners
Illinois
$1.65M -$39.7K -582 -2%
HMS
402
Hanseatic Management Services
New Mexico
$1.64M +$1.64M +24,042 New
SAM
403
Securian Asset Management
Minnesota
$1.64M – – –
IFPG
404
Intrepid Financial Planning Group
Indiana
$1.63M +$13.4K +197 +0.8%
SI
405
Stephens Inc
Arkansas
$1.63M +$94.9K +1,392 +6%
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$1.62M +$468K +6,806 +41%
IFA
407
Interactive Financial Advisors
Illinois
$1.61M -$79K -1,159 -5%
JIC
408
Johnson Investment Counsel
Ohio
$1.59M -$48.4K -711 -3%
SWM
409
Sendero Wealth Management
Texas
$1.59M -$85.7K -1,258 -5%
WIC
410
Woodmont Investment Counsel
Tennessee
$1.57M -$35.2K -517 -2%
RFWA
411
RPg Family Wealth Advisory
Massachusetts
$1.57M +$59.8K +878 +4%
AWP
412
Accretive Wealth Partners
New Jersey
$1.56M +$23.4K +343 +2%
FAIM
413
Financial Advocates Investment Management
Washington
$1.56M +$312K +4,574 +25%
PPWP
414
Premier Path Wealth Partners
New Jersey
$1.56M -$124K -1,813 -7%
FSA
415
Franklin Street Advisors
North Carolina
$1.55M +$874K +12,834 +129%
JF
416
JSF Financial
California
$1.54M +$91K +1,335 +6%
SL
417
Savior LLC
Massachusetts
$1.54M +$1.54M +22,542 New
Bank of New York Mellon
418
Bank of New York Mellon
New York
$1.52M +$122K +1,794 +9%
CWM
419
CIBC World Markets
New York
$1.51M -$2.01M -29,540 -57%
CIAS
420
Capital Investment Advisory Services
North Carolina
$1.49M -$296K -4,338 -17%
Bank of Nova Scotia
421
Bank of Nova Scotia
Ontario, Canada
$1.49M +$27.3K +400 +2%
PTC
422
Private Trust Company
Ohio
$1.48M +$135K +1,983 +10%
TC
423
Trust Company
Kansas
$1.48M -$25.9K -380 -2%
KWM
424
Kingsview Wealth Management
Oregon
$1.48M -$399K -5,862 -21%
AI
425
AdvisorShares Investments
Maryland
$1.48M +$1.48M +21,800 New
15 16
17
18 19