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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 %
HBT
626
Hills Bank & Trust
Iowa
$980K -$5.33K -66 -0.5%
CAL
627
Capital Advisors Ltd
Ohio
$972K -$306K -3,789 -24%
TB
628
Treynor Bancshares
Iowa
$970K -$286K -3,541 -23%
S4W
629
Solutions 4 Wealth
Texas
$969K +$969 +12 +0.1%
SAM
630
Smithbridge Asset Management
Pennsylvania
$967K -$10.8K -134 -1%
PS
631
Principal Securities
Iowa
$963K +$351K +4,344 +57%
FEM
632
Fulcrum Equity Management
Texas
$956K +$390K +4,833 +69%
JGIA
633
Jackson Grant Investment Advisers
Connecticut
$956K +$3.72K +46 +0.4%
NCM
634
Narwhal Capital Management
Georgia
$955K -$96.9K -1,200 -9%
MBI
635
May Barnhard Investments
Maryland
$954K +$5.41K +67 +0.6%
PCS
636
Personal CFO Solutions
New Jersey
$953K -$5.74K -71 -0.6%
CP
637
Creekside Partners
California
$952K – – –
EL
638
Essex LLC
Illinois
$951K +$76.4K +946 +9%
Brown Advisory
639
Brown Advisory
Maryland
$936K -$302K -3,733 -24%
JE
640
JMAC Enterprises
Pennsylvania
$935K +$2.75K +34 +0.3%
MWM
641
Meridian Wealth Management
Kentucky
$933K +$117K +1,455 +14%
PFA
642
Pinnacle Family Advisors
Missouri
$928K +$399K +4,935 +75%
PA
643
PSI Advisors
Florida
$924K +$126K +1,560 +16%
LFAS
644
Level Four Advisory Services
Texas
$922K -$216K -2,703 -19%
CWM
645
Chesapeake Wealth Management
Virginia
$917K -$40.2K -498 -4%
DJYG
646
David J. Yvars Group
Florida
$913K +$1.69K +21 +0.2%
SWA
647
Stratos Wealth Advisors
Ohio
$913K -$272K -3,364 -23%
MAM
648
MMA Asset Management
Pennsylvania
$891K +$226K +3,452 +34%
CPRC
649
Consolidated Portfolio Review Corp
New York
$887K +$24.3K +301 +3%
PWM
650
Penobscot Wealth Management
Maine
$886K +$64.6K +799 +8%
24 25
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