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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.

Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.71%
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
1
Migdal Insurance & Financial Holdings
Israel
$282M
2
MMH
2
Menora Mivtachim Holdings
Israel
$328M
3
Bessemer Group
3
Bessemer Group
New Jersey
$420M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.13B
5
EIM
5
Elliott Investment Management
Florida
$118M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$24.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$123M
4
SAM
4
Silvercrest Asset Management
New York
$6.22M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MB
51
Mizuho Bank
Japan
$36.4M 450,000 +450,000 New
Mariner
52
Mariner
Kansas
$35.9M 444,213 +68,034 +18%
AA
53
ALPS Advisors
Colorado
$35.7M 442,043 -19,355 -4%
BBVA
54
Banco Bilbao Vizcaya Argentaria
Spain
$35.6M 440,465 -163,961 -27%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$35.4M 438,216 +260,971 +147%
KWM
56
Kingsview Wealth Management
Oregon
$34.9M 432,620 +410,933 +1,895%
PCH
57
PGIM Custom Harvest
New Jersey
$34.5M 427,029 +79,964 +23%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$34M 420,900 -16,400 -4%
US Bancorp
59
US Bancorp
Minnesota
$33.5M 415,206 -5,522 -1%
Victory Capital Management
60
Victory Capital Management
Texas
$31.7M 392,127 -43,517 -10%
RA
61
Rational Advisors
New York
$31.2M 386,760 +117,592 +44%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$29M 358,499 -1,643 -0.5%
SPIA
63
Steward Partners Investment Advisory
New York
$28.6M 354,447 +229,975 +185%
PAG
64
Private Advisor Group
New Jersey
$28.4M 352,019 +58,247 +20%
LF
65
Longbow Finance
Switzerland
$28M 347,223 +119,213 +52%
HCM
66
Hilton Capital Management
New York
$27.9M 344,873 +168,963 +96%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$27.5M 341,540 +314,080 +1,144%
PF
68
Phoenix Financial
Israel
$27.2M 336,363 -633,423 -65%
DWM
69
Dynasty Wealth Management
Florida
$26.8M 332,051 +332,051 New
HighTower Advisors
70
HighTower Advisors
Illinois
$26.7M 330,238 +44,185 +15%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$25.8M 319,777 +51,860 +19%
NHFG
72
New Harbor Financial Group
Massachusetts
$25.7M 317,871 +20,862 +7%
AM
73
AGF Management
Ontario, Canada
$24.5M 303,504 +152,051 +100%
AssetMark Inc
74
AssetMark Inc
California
$24.5M 303,304 -31,401 -9%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$24.2M 300,502 -2,895,930 -91%
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