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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 %
FHA
601
First Horizon Advisors
Tennessee
$1.05M -$44K -545 -4%
MFG
602
Merit Financial Group
Georgia
$1.05M -$10.4K -129 -1%
JFG
603
Jefferies Financial Group
New York
$1.05M -$397K -4,911 -27%
NCM
604
Noesis Capital Mangement
Florida
$1.05M +$74.9K +927 +8%
OIA
605
OneDigital Investment Advisors
Kansas
$1.04M +$174K +2,152 +20%
BL
606
BFSG LLC
California
$1.04M +$13.2K +163 +1%
SCP
607
Stamos Capital Partners
California
$1.04M -$348K -4,310 -25%
SIC
608
Samalin Investment Counsel
New York
$1.04M -$242 -3 -0%
TCM
609
Telos Capital Management
California
$1.03M -$28.6K -354 -3%
WPW
610
Waldron Private Wealth
Pennsylvania
$1.03M -$372K -4,600 -26%
MBT
611
Montecito Bank & Trust
California
$1.03M -$36.1K -447 -3%
GKWIM
612
Gerber Kawasaki Wealth & Investment Management
California
$1.03M +$656K +8,124 +175%
CFS
613
CRA Financial Services
New Jersey
$1.02M +$41.2K +510 +4%
NL
614
NWAM LLC
Washington
$1.02M +$1.02M +12,588 New
JCM
615
Jacobi Capital Management
Pennsylvania
$1.01M +$108K +1,343 +12%
FMWA
616
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$51.7K -640 -5%
TSWM
617
Triangle Securities Wealth Management
North Carolina
$1.01M -$95.2K -1,178 -9%
AFO
618
Allie Family Office
Florida
$1.01M +$101K +1,256 +11%
SEA
619
Stegent Equity Advisors
Texas
$1M +$1M +12,421 New
PWW
620
Pettyjohn Wood & White
Virginia
$1M +$81.2K +1,005 +9%
LIG
621
Lokken Investment Group
Delaware
$1M +$21.6K +268 +2%
AF
622
Apexium Financial
Texas
$1M -$15.8K -196 -2%
OCM
623
One Capital Management
California
$998K -$120K -1,490 -11%
CBT
624
Central Bank & Trust
Kentucky
$997K +$4.12K +51 +0.4%
TAM
625
Tocqueville Asset Management
New York
$985K – – –
23 24
25
26 27