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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.

Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.99%
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)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$163M
3
UBS Group
3
UBS Group
Switzerland
$309M
4
MB
4
Mizuho Bank
Japan
$111M
5
Bessemer Group
5
Bessemer Group
New Jersey
$457M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
3
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$33.9M -$9.4M -124,166 -22%
PCH
52
PGIM Custom Harvest
New Jersey
$33.3M +$1.01M +13,322 +3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$31.6M -$20.3M -268,142 -39%
Mariner
54
Mariner
Kansas
$30.8M -$2.8M -36,936 -8%
US Bancorp
55
US Bancorp
Minnesota
$30.8M -$646K -8,539 -2%
PAG
56
Private Advisor Group
New Jersey
$29.6M +$3M +39,576 +11%
Marshall Wace
57
Marshall Wace
United Kingdom
$29.4M +$26.7M +352,474 +973%
TCM
58
Tradewinds Capital Management
Washington
$27.9M +$27.9M +369,016 +738,032%
SEIA
59
Signature Estate & Investment Advisors
California
$27M -$12.4M -163,527 -31%
CM
60
Cercano Management
Washington
$25.9M +$25.9M +342,407 New
Citadel Advisors
61
Citadel Advisors
Florida
$25.7M -$80.4M -1,062,845 -76%
PF
62
Phoenix Financial
Israel
$25.4M -$85.2K -1,125 -0.3%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$24.7M -$2.42M -31,973 -9%
BBVA
64
Banco Bilbao Vizcaya Argentaria
Spain
$24.4M -$9.18M -120,218 -27%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$24.3M +$75.1K +992 +0.3%
NHFG
66
New Harbor Financial Group
Massachusetts
$24.2M +$126K +1,667 +0.5%
FFO
67
Fiduciary Family Office
Florida
$24.2M +$24.2M +319,538 New
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$23.5M +$8.33M +110,000 +55%
HCM
69
Hilton Capital Management
New York
$23.1M -$2.96M -39,108 -11%
CTI
70
Community Trust & Investment
Kentucky
$22.6M +$620K +8,192 +3%
IAA
71
Independent Advisor Alliance
North Carolina
$21.6M +$21.6M +284,790 New
MSCM
72
McElhenny Sheffield Capital Management
Texas
$21.2M +$169K +2,236 +0.8%
Northern Trust
73
Northern Trust
Illinois
$21M -$34.2K -452 -0.2%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$20.9M -$95.9M -1,266,586 -82%
Lido Advisors
75
Lido Advisors
California
$20.6M +$862K +11,383 +4%
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