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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 %
SIA
526
Soltis Investment Advisors
Utah
$1.33M +$849K +11,216 +175%
PP
527
Paloma Partners
Connecticut
$1.33M +$1.31M +17,264 +5,872%
CHC
528
City Holding Co
West Virginia
$1.32M -$111K -1,470 -8%
SCA
529
Stillwater Capital Advisors
Pennsylvania
$1.32M +$52.9K +699 +4%
TWC
530
TD Waterhouse Canada
Ontario, Canada
$1.32M -$4.36M -57,531 -77%
Bank of New York Mellon
531
Bank of New York Mellon
New York
$1.31M -$624K -8,243 -32%
JCFM
532
JBR Co Financial Management
Oklahoma
$1.3M +$21.2K +280 +2%
GJIA
533
Glass Jacobson Investment Advisors
Maryland
$1.3M -$65.9K -870 -5%
NFC
534
Northeast Financial Consultants
Connecticut
$1.3M +$11.9K +157 +0.9%
HWA
535
Heritage Wealth Advisors
Virginia
$1.3M -$1.58M -20,831 -55%
CW
536
Channel Wealth
California
$1.29M -$1.04M -13,806 -45%
LFG
537
Larson Financial Group
Missouri
$1.29M +$277K +3,661 +27%
GM
538
GeoWealth Management
Illinois
$1.29M +$131K +1,726 +11%
PM
539
Plustick Management
Virginia
$1.29M – – –
CAC
540
Certified Advisory Corp
Florida
$1.28M +$24.3K +321 +2%
W
541
WorthPointe
California
$1.28M -$32.2K -425 -2%
HH
542
Hilltop Holdings
Texas
$1.27M -$3.76M -49,695 -75%
SC
543
Sepio Capital
Utah
$1.27M +$76 +1 +0%
CIC
544
Carnegie Investment Counsel
Ohio
$1.26M +$8.33K +110 +0.7%
SWP
545
Stratos Wealth Partners
Ohio
$1.26M -$137K -1,814 -10%
AWM
546
Avior Wealth Management
Nebraska
$1.26M +$15K +198 +1%
HIA
547
Harbor Investment Advisory
Maryland
$1.25M +$22.4K +296 +2%
KA
548
Kovack Advisors
Florida
$1.25M +$577K +7,620 +85%
SCI
549
Silver Coast Investments
United States
$1.25M +$1.25M +16,465 New
AF
550
Arrow Financial
New York
$1.24M +$89.5K +1,182 +8%
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