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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 %
VC
576
Vicus Capital
Pennsylvania
$1.17M -$1.38M -17,077 -54%
AWS
577
Arkfeld Wealth Strategies
Nebraska
$1.16M +$2.52K +31 +0.2%
BFWM
578
Bright Futures Wealth Management
New York
$1.16M +$256K +3,243 +28%
RFC
579
Regions Financial Corp
Alabama
$1.16M +$43.5K +538 +4%
WP
580
WealthShield Partners
North Carolina
$1.15M +$20.2K +250 +2%
Neuberger Berman Group
581
Neuberger Berman Group
New York
$1.15M +$304K +3,767 +36%
CPM
582
Connective Portfolio Management
New York
$1.15M +$1.15M +1,100 New
NS
583
NBC Securities
Alabama
$1.15M -$130K -1,605 -10%
EFA
584
Evernest Financial Advisors
Indiana
$1.14M +$656K +8,126 +135%
SC
585
Solstein Capital
California
$1.14M -$282K -3,488 -20%
SFG
586
Sowa Financial Group
Rhode Island
$1.13M -$44.7K -553 -4%
SDAM
587
Shulman DeMeo Asset Management
New York
$1.11M -$3.15K -39 -0.3%
CIA
588
Cladis Investment Advisory
Montana
$1.11M +$75.2K +931 +7%
SCM
589
Sage Capital Management
New Jersey
$1.1M +$5.33K +66 +0.5%
Legal & General Group
590
Legal & General Group
United Kingdom
$1.09M – – –
RCA
591
Resonant Capital Advisors
Wisconsin
$1.09M +$1.05K +13 +0.1%
BAM
592
Belpointe Asset Management
Nevada
$1.09M +$682K +8,439 +168%
QCM
593
Quantinno Capital Management
New York
$1.09M +$94.7K +1,172 +10%
LFG
594
Larson Financial Group
Missouri
$1.08M +$534K +6,610 +98%
AFS
595
AFG Fiduciary Services
Massachusetts
$1.08M -$68.9K -869 -6%
CPP
596
Capasso Planning Partners
South Carolina
$1.08M +$327K +4,053 +44%
CCG
597
Cypress Capital Group
Florida
$1.07M -$17K -211 -2%
SSW
598
Stone Summit Wealth
Florida
$1.06M -$28.3K -350 -3%
HWP
599
Heritage Wealth Partners
Ohio
$1.05M +$1.05M +13,031 New
Vontobel Holding
600
Vontobel Holding
Switzerland
$1.05M +$663K +8,210 +171%
22 23
24
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