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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 %
ZIG
451
Zuckerman Investment Group
Illinois
$1.73M +$186K +2,377 +12%
IFPG
452
Intrepid Financial Planning Group
Indiana
$1.73M -$70.1K -926 -4%
AWP
453
Accretive Wealth Partners
New Jersey
$1.72M -$2.2K -29 -0.1%
FSA
454
Franklin Street Advisors
North Carolina
$1.72M – – –
PWP
455
Perfromance Wealth Partners
Illinois
$1.7M -$29.7K -393 -2%
MCM
456
M1 Capital Management
Michigan
$1.69M +$1.69M +22,360 New
GWM
457
Geneos Wealth Management
Colorado
$1.69M -$3.02M -39,909 -64%
HVIA
458
Hudson Valley Investment Advisors
New York
$1.69M -$11.6K -153 -0.7%
KA
459
Kercheville Advisors
Texas
$1.67M -$60.6K -800 -3%
MWAM
460
Manhattan West Asset Management
California
$1.66M +$886K +11,704 +114%
HMS
461
Hanseatic Management Services
New Mexico
$1.66M -$40.7K -538 -2%
ECM
462
ExodusPoint Capital Management
New York
$1.64M +$1.64M +21,646 New
CGFA
463
Colton Groome Financial Advisors
North Carolina
$1.63M +$162K +2,144 +11%
HCM
464
Hollencrest Capital Management
California
$1.63M +$5.37K +71 +0.3%
CIC
465
Chilton Investment Company
Connecticut
$1.63M – – –
CAM
466
Cresset Asset Management
Illinois
$1.62M -$624K -8,245 -28%
SL
467
Savior LLC
Massachusetts
$1.62M +$6.81K +90 +0.4%
AWM
468
Accel Wealth Management
Iowa
$1.61M +$54.2K +716 +3%
SG
469
Sharper & Granite
California
$1.61M +$57.1K +755 +4%
CWM
470
Connecticut Wealth Management
Connecticut
$1.61M +$1.15M +18,720 +250%
PFA
471
Peak Financial Advisors
Colorado
$1.61M +$10.3K +136 +0.6%
NCM
472
NCM Capital Management
New Jersey
$1.6M +$4.77K +63 +0.3%
PG
473
Proffitt & Goodson
Tennessee
$1.59M +$3.63K +48 +0.2%
Zurich Cantonal Bank
474
Zurich Cantonal Bank
Switzerland
$1.59M +$21.9K +288 +1%
FFS
475
Founders Financial Securities
Maryland
$1.59M +$168K +2,226 +12%
17 18
19
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