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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 %
RBFC
726
Roman Butler Fullerton & Co
Missouri
$672K +$14.2K +176 +2%
JIP
727
Jaffetilchin Investment Partners
Florida
$667K -$7.59K -94 -1%
MWP
728
Moller Wealth Partners
$667K +$667K +8,255 New
JPLA
729
Joseph P. Lucia & Associates
New York
$661K +$661K +8,180 New
AIM
730
AHL Investment Management
Florida
$661K – – –
KC
731
Kades & Cheifetz
Pennsylvania
$660K +$5.98K +74 +0.9%
MTC
732
McDaniel Terry & Co
Texas
$657K +$3.64K +45 +0.6%
HFS
733
Horizon Financial Services
North Carolina
$653K +$220K +2,729 +51%
FNBT
734
FineMark National Bank & Trust
Florida
$652K – – –
SCM
735
Saxony Capital Management
Missouri
$649K +$649K +8,040 New
FNBOH
736
First National Bank of Hutchinson
Kansas
$649K – – –
VWM
737
Vigilare Wealth Management
Arizona
$647K -$152K -1,877 -19%
DLHL
738
Donald L. Hagan LLC
Florida
$647K -$32.9K -407 -5%
ORC
739
O'Rourke & Company
Massachusetts
$646K +$109K +1,345 +20%
MAG
740
M3 Advisory Group
Massachusetts
$646K +$6.3K +78 +1%
OFS
741
Orrstown Financial Services
Pennsylvania
$646K +$139K +1,720 +27%
HGERS
742
Householder Group Estate & Retirement Specialist
Arizona
$637K -$285K -3,528 -31%
ML
743
McAdam LLC
Pennsylvania
$637K +$5.25K +65 +0.8%
SFS
744
Solitude Financial Services
Virginia
$636K -$40.5K -501 -6%
FIA
745
FPC Investment Advisory
California
$635K -$874 -11 -0.1%
SC
746
Scotia Capital
Ontario, Canada
$634K -$646 -8 -0.1%
VCM
747
Vivaldi Capital Management
Illinois
$634K +$634K +7,844 New
SYBT
748
Stock Yards Bank & Trust
Kentucky
$632K -$45.2K -560 -7%
AGC
749
Aspen Grove Capital
Colorado
$630K – – –
WCM
750
Windsor Capital Management
Arizona
$630K +$16.2K +200 +3%
28 29
30
31 32