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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 %
GLA
676
Good Life Advisors
Pennsylvania
$807K +$131K +1,619 +19%
MCP
677
Mirador Capital Partners
California
$803K +$803K +9,943 New
SWM
678
Stockman Wealth Management
Montana
$800K -$2.83K -35 -0.4%
DC
679
Destiny Capital
Colorado
$799K -$5.71K -74 -0.7%
OCM
680
Objective Capital Management
Ohio
$785K +$785K +9,720 New
JSSH
681
J. Safra Sarasin Holding
$783K – – –
MSAM
682
Moloney Securities Asset Management
Missouri
$779K -$121K -1,500 -13%
FTA
683
Financial & Tax Architects
Missouri
$779K -$73.3K -908 -9%
PTP
684
Platform Technology Partners
New York
$774K +$56.8K +703 +8%
WB
685
WesBanco Bank
West Virginia
$773K +$38.4K +475 +5%
SIC
686
Salem Investment Counselors
North Carolina
$772K -$52.5K -650 -6%
FCM
687
Fortis Capital Management
Washington
$772K +$17.8K +220 +2%
MCM
688
MontVue Capital Management
Virginia
$764K -$21.5K -266 -3%
PVI
689
Pine Valley Investments
New Jersey
$763K +$188K +2,331 +33%
FFA
690
Florida Financial Advisors
Florida
$763K +$277K +3,425 +57%
CB
691
Centennial Bank
Arkansas
$760K -$4.6K -57 -0.6%
TP
692
Tranquility Partners
Tennessee
$759K -$9.21K -114 -1%
PAMG
693
Patton Albertson Miller Group
Tennessee
$750K -$17.4K -215 -2%
BB
694
Burford Brothers
Texas
$748K +$4.69K +58 +0.6%
SFA
695
Sequoia Financial Advisors
Ohio
$748K +$49.3K +610 +7%
UAS
696
United Asset Strategies
New York
$745K -$11.7K -145 -2%
BCA
697
Bay Colony Advisors
Massachusetts
$743K +$56.4K +698 +8%
SC
698
Stolper & Co
Oklahoma
$741K -$20.7K -256 -3%
NW
699
NewEdge Wealth
Pennsylvania
$740K +$127K +1,578 +21%
MF
700
Meridian Financial
Massachusetts
$739K +$35.9K +444 +5%
26 27
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