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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 %
CAL
451
Capital Analysts LLC
Pennsylvania
$1.37M +$1.11M +16,282 +432%
FHWM
452
Fox Hill Wealth Management
Massachusetts
$1.35M +$1.35M +19,868 New
Lido Advisors
453
Lido Advisors
California
$1.35M +$243K +3,561 +22%
PPP
454
Private Portfolio Partners
New Jersey
$1.35M -$77.7K -1,141 -5%
SC
455
Sykon Capital
New York
$1.35M +$1.35M +19,767 New
AIM
456
Aspen Investment Management
Michigan
$1.34M +$1.34M +19,685 New
FFS
457
Founders Financial Securities
Maryland
$1.33M +$405K +5,938 +44%
VWA
458
Visionary Wealth Advisors
Illinois
$1.33M -$54.1K -794 -4%
Millennium Management
459
Millennium Management
New York
$1.32M -$8.31M -121,959 -86%
SG
460
Sharper & Granite
California
$1.31M +$35.8K +525 +3%
CGFA
461
Colton Groome Financial Advisors
North Carolina
$1.31M -$34.7K -509 -3%
MFG
462
Midwest Financial Group
Kansas
$1.31M +$227K +3,331 +21%
AWM
463
Alterna Wealth Management
Texas
$1.29M +$949K +13,920 +275%
ZIG
464
Zuckerman Investment Group
Illinois
$1.29M +$218K +3,201 +20%
SW
465
SMART Wealth
Nebraska
$1.29M +$819K +12,014 +175%
AWM
466
Apollon Wealth Management
South Carolina
$1.29M +$9.4K +138 +0.7%
KA
467
Kercheville Advisors
Texas
$1.28M +$1.28M +18,800 New
HHGC
468
Hunting Hill Global Capital
New York
$1.26M +$814K +11,943 +182%
IGWM
469
ICA Group Wealth Management
Colorado
$1.26M -$35.6K -522 -3%
GJIA
470
Glass Jacobson Investment Advisors
Maryland
$1.26M -$1.7K -25 -0.1%
HH
471
Hilltop Holdings
Texas
$1.25M +$456K +6,689 +57%
CFG
472
Citizens Financial Group
Rhode Island
$1.25M +$45.9K +673 +4%
AWA
473
Arete Wealth Advisors
Illinois
$1.24M +$452K +6,633 +57%
WAS
474
WESPAC Advisors SoCal
California
$1.24M +$71.2K +1,045 +6%
IAA
475
Ironsides Asset Advisors
North Carolina
$1.24M +$620K +9,100 +101%
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