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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$282M
2
MMH
Menora Mivtachim Holdings
Israel
$328M
3
Bessemer Group
Bessemer Group
New Jersey
$420M
4
Morgan Stanley
Morgan Stanley
New York
$1.13B
5
EIM
Elliott Investment Management
Florida
$118M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$390M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M
4
SAM
Silvercrest Asset Management
New York
$6.22M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWWA
401
New Wave Wealth Advisors
Arkansas
$2.49M +$1.03M +12,749 +71%
HOWA
402
Heritage Oak Wealth Advisors
Florida
$2.49M +$2.22M +27,484 +829%
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$1.03M +12,713 +70%
ACG
404
Aventail Capital Group
New York
$2.48M +$2.48M +30,661 New
PCA
405
Pallas Capital Advisors
Massachusetts
$2.46M -$162K -1,988 -6%
CH
406
Canton Hathaway
Rhode Island
$2.46M +$85.8K +1,062 +4%
SWC
407
Spectrum Wealth Counsel
Indiana
$2.46M +$2.37M +29,304 +2,654%
IAN
408
Integrated Advisors Network
Texas
$2.43M +$1.27M +15,680 +109%
CAM
409
Cresset Asset Management
Illinois
$2.4M -$154K -1,911 -6%
PCA
410
Prosperity Capital Advisors
Ohio
$2.39M +$1.69M +20,892 +239%
VA
411
Valmark Advisers
Ohio
$2.39M +$1.29M +15,953 +117%
SCA
412
Sage Capital Advisors
South Dakota
$2.39M +$10.7K +133 +0.5%
MWM
413
Modera Wealth Management
New Jersey
$2.38M +$15.5K +192 +0.7%
ZIG
414
Zullo Investment Group
Pennsylvania
$2.38M +$6.46K +80 +0.3%
SW
415
SMART Wealth
Nebraska
$2.38M +$852K +10,549 +56%
STA
416
Smith Thornton Advisors
Alabama
$2.32M +$283K +3,504 +14%
SAW
417
Signal Advisors Wealth
Michigan
$2.3M +$2.3M +28,459 New
AAS
418
Ameritas Advisory Services
Nebraska
$2.3M -$658K -8,145 -22%
LA
419
LM Advisors
California
$2.3M -$300K -3,890 -12%
PCG
420
Prosperity Consulting Group
Maryland
$2.29M +$2.29M +28,378 New
CC
421
Callan Capital
California
$2.27M -$59.4K -735 -3%
CI
422
CX Institutional
Indiana
$2.27M +$232K +2,866 +11%
BCFS
423
Butensky & Cohen Financial Security
Florida
$2.27M -$61.6K -762 -3%
EAM
424
Everstar Asset Management
North Carolina
$2.26M +$2.26M +28,005 New
CB
425
Commerce Bank
Missouri
$2.25M +$162K +2,006 +8%
15 16
17
18 19