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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 %
VVP
476
Venture Visionary Partners
Ohio
$1.59M +$11.8K +156 +0.7%
SFG
477
Stonebridge Financial Group
Pennsylvania
$1.59M +$1.59M +20,984 New
IWA
478
IBEX Wealth Advisors
New Jersey
$1.58M +$1.58M +20,924 New
PPP
479
Private Portfolio Partners
New Jersey
$1.58M +$64.7K +855 +4%
LFA
480
Laraway Financial Advisors
Minnesota
$1.58M +$32.5K +429 +2%
SC
481
Sykon Capital
New York
$1.57M +$65.3K +863 +4%
PFA
482
Pinnacle Family Advisors
Missouri
$1.56M +$695K +9,179 +80%
CB
483
Community Bank
New York
$1.55M -$4.39K -58 -0.3%
HSA
484
HBK Sorce Advisory
Pennsylvania
$1.55M +$222K +2,932 +17%
CFG
485
Citizens Financial Group
Rhode Island
$1.54M +$48.2K +637 +3%
CA
486
Corrado Advisors
New Jersey
$1.54M +$280K +3,703 +22%
MCM
487
Manchester Capital Management
Vermont
$1.54M – – –
QC
488
Quadrature Capital
United Kingdom
$1.54M +$1.54M +20,337 New
1SB
489
1ST Source Bank
Indiana
$1.53M -$12.8K -169 -0.8%
SIM
490
SSI Investment Management
California
$1.53M -$984 -13 -0.1%
AC
491
Aristides Capital
Kentucky
$1.53M +$165K +2,180 +12%
PFSC
492
Peoples Financial Services Corp
Pennsylvania
$1.53M -$378 -5 -0%
Vontobel Holding
493
Vontobel Holding
Switzerland
$1.52M +$539K +7,123 +55%
TR
494
Tepp RIA
New Jersey
$1.51M +$1.51M +19,898 New
SCP
495
Stamos Capital Partners
California
$1.5M +$526K +6,950 +54%
CAS
496
CTC Alternative Strategies
Illinois
$1.5M +$1.5M +19,800 New
HI
497
Horizon Investments
North Carolina
$1.48M +$185K +2,444 +14%
FEM
498
Fulcrum Equity Management
Texas
$1.47M +$571K +7,541 +64%
MA
499
MONECO Advisors
Connecticut
$1.47M +$313K +4,132 +27%
CV
500
Counterweight Ventures
North Carolina
$1.46M +$52K +687 +4%
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