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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
+$275M
3
Bessemer Group
Bessemer Group
New Jersey
+$271M
4
Morgan Stanley
Morgan Stanley
New York
+$232M
5
EIM
Elliott Investment Management
Florida
+$118M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$233M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$189M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
4
SAM
Silvercrest Asset Management
New York
-$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWP
451
Premier Path Wealth Partners
New Jersey
$1.99M +$137K +1,700 +7%
FFG
452
Fortem Financial Group
California
$1.98M +$1.98M +24,467 New
WAS
453
WESPAC Advisors SoCal
California
$1.97M +$503K +6,225 +34%
JIC
454
Johnson Investment Counsel
Ohio
$1.95M +$63.6K +787 +3%
WA
455
WESPAC Advisors
California
$1.95M +$1.95M +24,145 New
Verition Fund Management
456
Verition Fund Management
Connecticut
$1.94M -$1.33M -16,472 -41%
SAM
457
Securian Asset Management
Minnesota
$1.94M – – –
PTC
458
Private Trust Company
Ohio
$1.93M +$172K +2,132 +10%
WIC
459
Woodmont Investment Counsel
Tennessee
$1.93M +$61.6K +762 +3%
IFA
460
Interactive Financial Advisors
Illinois
$1.92M +$10.3K +127 +0.5%
IFPG
461
Intrepid Financial Planning Group
Indiana
$1.92M -$16.9K -209 -0.9%
CIAS
462
Capital Investment Advisory Services
North Carolina
$1.89M +$129K +1,591 +7%
SWM
463
Sendero Wealth Management
Texas
$1.89M – – –
TW
464
TrinityPoint Wealth
Connecticut
$1.88M -$164K -2,027 -8%
SFS
465
Sowell Financial Services
Arkansas
$1.87M +$748K +9,266 +67%
IAA
466
Ironsides Asset Advisors
North Carolina
$1.87M +$406K +5,025 +28%
FPGT
467
Financial Partners Group (Tennessee)
Tennessee
$1.87M +$1.87M +23,112 New
KA
468
Kercheville Advisors
Texas
$1.85M +$331K +4,100 +22%
PWP
469
Perfromance Wealth Partners
Illinois
$1.84M -$114K -1,412 -6%
AWP
470
Accretive Wealth Partners
New Jersey
$1.84M -$12.9K -160 -0.7%
FSA
471
Franklin Street Advisors
North Carolina
$1.84M – – –
SP
472
Symmetry Partners
Connecticut
$1.83M +$1.83M +22,705 New
RFWA
473
RPg Family Wealth Advisory
Massachusetts
$1.82M -$47.2K -584 -3%
HVIA
474
Hudson Valley Investment Advisors
New York
$1.81M -$291K -3,600 -14%
HMS
475
Hanseatic Management Services
New Mexico
$1.81M -$129K -1,594 -7%
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