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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 %
MFG
501
Magnus Financial Group
New York
$1.12M +$182K +2,664 +19%
FCI
502
Financial Counselors Inc
Kansas
$1.12M +$15.9K +234 +1%
CA
503
Corrado Advisors
New Jersey
$1.12M +$59.1K +868 +6%
TIAA Trust, National Association
504
TIAA Trust, National Association
North Carolina
$1.12M -$95.2K -1,397 -8%
WIM
505
Westside Investment Management
California
$1.11M +$45.8K +677 +4%
SWP
506
Stratos Wealth Partners
Ohio
$1.1M -$51.8K -760 -4%
VFPW
507
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.1M +$8.59K +126 +0.8%
HI
508
Horizon Investments
North Carolina
$1.1M +$271K +3,981 +33%
CAL
509
Capital Advisors Ltd
Ohio
$1.08M -$135K -1,980 -11%
SB
510
Strategic Blueprint
Georgia
$1.08M +$109K +1,593 +11%
NS
511
NBC Securities
Alabama
$1.08M -$44.6K -655 -4%
CCB
512
Country Club Bank
Missouri
$1.07M -$211K -3,063 -16%
HIA
513
Harbor Investment Advisory
Maryland
$1.07M -$58.7K -862 -5%
PIMG
514
Patriot Investment Management Group
Tennessee
$1.07M -$110K -1,620 -9%
D
515
Diversified
Delaware
$1.06M -$14.4K -211 -1%
TB
516
Treynor Bancshares
Iowa
$1.06M +$59.1K +868 +6%
WWM
517
Western Wealth Management
Colorado
$1.05M -$67.2K -986 -6%
Brown Advisory
518
Brown Advisory
Maryland
$1.04M +$245K +3,600 +31%
PWG
519
Private Wealth Group
Florida
$1.02M – – –
AFS
520
AFG Fiduciary Services
Massachusetts
$1.02M +$71.6K +1,012 +8%
VWM
521
Venturi Wealth Management
Texas
$1.02M +$52.5K +770 +5%
PA
522
Parallel Advisors
California
$1.02M -$56.3K -826 -5%
TNAM
523
Terra Nova Asset Management
New York
$1.02M +$601K +8,824 +145%
HI
524
Harper Investing
California
$1.02M +$586K +8,593 +136%
SWA
525
Stratos Wealth Advisors
Ohio
$999K +$450K +6,601 +82%
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