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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 %
ACM
576
Allred Capital Management
Texas
$1.15M +$475K +6,276 +70%
Brown Advisory
577
Brown Advisory
Maryland
$1.15M +$273K +3,606 +31%
FCI
578
Financial Counselors Inc
Kansas
$1.14M -$54.5K -720 -5%
TNAM
579
Terra Nova Asset Management
New York
$1.14M +$6.96K +92 +0.6%
IAIM
580
International Assets Investment Management
Florida
$1.13M -$903M -11,840,966 -100%
FIM
581
Freedom Investment Management
Connecticut
$1.12M -$842K -11,122 -43%
PCS
582
Personal CFO Solutions
New Jersey
$1.12M +$223K +2,951 +25%
MIM
583
Marshall Investment Management
Colorado
$1.11M +$1.11M +13,733 New
VWM
584
Venturi Wealth Management
Texas
$1.11M -$7.95K -105 -0.7%
WF
585
WinCap Financial
Massachusetts
$1.1M +$1.1M +14,577 New
RPA
586
Rock Point Advisors
Vermont
$1.08M +$1.08M +14,318 New
JSSH
587
J. Safra Sarasin Holding
$1.08M +$341K +4,500 +46%
TB
588
Treynor Bancshares
Iowa
$1.08M +$170K +2,243 +19%
PA
589
Parallel Advisors
California
$1.08M -$57.2K -755 -5%
SNPAM
590
St. Nicholas Private Asset Management
Florida
$1.08M +$1.08M +14,220 New
AWS
591
Arkfeld Wealth Strategies
Nebraska
$1.07M +$4.18K +56 +0.4%
CP
592
Castleview Partners
Texas
$1.07M -$84.9K -1,113 -7%
SW
593
SMART Wealth
Nebraska
$1.06M -$1.16M -15,378 -52%
WP
594
WealthShield Partners
North Carolina
$1.06M -$18.9K -250 -2%
SOS
595
Silver Oak Securities
Tennessee
$1.06M +$882K +11,637 +492%
CIA
596
Cladis Investment Advisory
Montana
$1.05M +$15.2K +201 +1%
AFS
597
AFG Fiduciary Services
Massachusetts
$1.04M -$7.3K -95 -0.7%
SDAM
598
Shulman DeMeo Asset Management
New York
$1.04M -$1.36K -18 -0.1%
SCM
599
Sage Capital Management
New Jersey
$1.04M +$6.13K +81 +0.6%
NL
600
NWAM LLC
Washington
$1.03M +$81.5K +1,077 +9%
22 23
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