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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 %
KAM
401
Kazazian Asset Management
Florida
$2.12M +$2.12M +28,000 New
SP
402
Symmetry Partners
Connecticut
$2.12M +$397K +5,251 +23%
LHWM
403
Lake Hills Wealth Management
Texas
$2.11M +$140K +1,845 +7%
SFP
404
Shepherd Financial Partners
Massachusetts
$2.09M +$21.7K +287 +1%
EAM
405
Everstar Asset Management
North Carolina
$2.08M -$42.5K -562 -2%
ClearBridge Investments
406
ClearBridge Investments
New York
$2.07M – – –
PP
407
Patten & Patten
Tennessee
$2.07M -$27.9K -368 -1%
CC
408
Callan Capital
California
$2.05M -$82.8K -1,094 -4%
FHWM
409
Fox Hill Wealth Management
Massachusetts
$2.05M -$23.8K -314 -1%
CB
410
Commerce Bank
Missouri
$2.04M -$69.9K -923 -3%
PPWP
411
Premier Path Wealth Partners
New Jersey
$2.04M +$181K +2,392 +10%
RCA
412
Ranch Capital Advisors
Florida
$2.03M +$124K +1,640 +7%
JSW
413
Journey Strategic Wealth
New Jersey
$2.01M +$807K +10,657 +67%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$2M -$323K -4,274 -14%
JIC
415
Johnson Investment Counsel
Ohio
$1.97M +$142K +1,875 +8%
MS
416
Maven Securities
Jersey
$1.97M -$476K -6,295 -19%
BBL
417
Beck Bode LLC
Massachusetts
$1.96M – – –
JF
418
JSF Financial
California
$1.96M +$65K +859 +3%
PWM
419
Perigon Wealth Management
California
$1.94M -$1.61M -20,414 -45%
MBTD
420
Mechanics Bank - Trust Department
California
$1.94M +$46.5K +614 +2%
RFWA
421
RPg Family Wealth Advisory
Massachusetts
$1.93M +$231K +3,046 +14%
CBT
422
Crews Bank & Trust
Florida
$1.93M +$1.93M +25,487 New
AWM
423
AE Wealth Management
Kansas
$1.92M -$5.84M -77,143 -75%
CL
424
Cabana LLC
Arkansas
$1.9M +$316K +4,177 +20%
CIG
425
Consolidated Investment Group
Colorado
$1.89M +$1.89M +25,000 New
15 16
17
18 19