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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 %
TSWM
476
Tyler-Stone Wealth Management
Ohio
$1.81M +$909K +11,251 +101%
CG
477
Corundum Group
Colorado
$1.8M -$1.03M -12,718 -36%
MCM
478
Moore Capital Management
New York
$1.8M +$1.8M +22,232 New
SI
479
Stephens Inc
Arkansas
$1.79M -$138K -1,714 -7%
AWM
480
Apollon Wealth Management
South Carolina
$1.77M +$244K +3,021 +16%
CIC
481
Chilton Investment Company
Connecticut
$1.74M – – –
KOMWMG
482
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.73M +$82.7K +1,024 +5%
HCM
483
Hollencrest Capital Management
California
$1.73M +$8.16K +101 +0.5%
SL
484
Savior LLC
Massachusetts
$1.72M -$101K -1,254 -6%
PSCM
485
Per Stirling Capital Management
Texas
$1.71M +$45.6K +565 +3%
UCFA
486
United Capital Financial Advisors
Texas
$1.71M +$255K +3,155 +18%
PFA
487
Peak Financial Advisors
Colorado
$1.71M +$8.16K +101 +0.5%
NCM
488
NCM Capital Management
New Jersey
$1.7M +$22.3K +276 +1%
PG
489
Proffitt & Goodson
Tennessee
$1.7M +$13.1K +162 +0.8%
Wealthfront Advisers
490
Wealthfront Advisers
California
$1.69M -$54.4K -673 -3%
CL
491
Cabana LLC
Arkansas
$1.69M -$600K -7,433 -26%
RCM
492
Raleigh Capital Management
North Carolina
$1.68M +$1.68M +20,832 +130,200%
VVP
493
Venture Visionary Partners
Ohio
$1.68M +$508K +6,288 +43%
GC
494
Guidance Capital
Kentucky
$1.68M +$96.5K +1,177 +6%
Zurich Cantonal Bank
495
Zurich Cantonal Bank
Switzerland
$1.66M +$34.8K +432 +2%
AWM
496
Accel Wealth Management
Iowa
$1.66M +$519K +6,425 +45%
CB
497
Community Bank
New York
$1.66M +$930K +11,510 +127%
MFG
498
Magnus Financial Group
New York
$1.66M +$327K +4,042 +25%
SG
499
Sharper & Granite
California
$1.66M +$105K +1,300 +7%
LFA
500
Laraway Financial Advisors
Minnesota
$1.65M -$36.9K -457 -2%
18 19
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