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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,185 hedge funds and large institutions have $10.4B invested in Utilities Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 433 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+76
Holders Change %
+6.85%
% of All Funds
17.24%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.48%
New
178
Increased
433
Reduced
397
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$488M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$221M
3
Goldman Sachs
Goldman Sachs
New York
$521M
4
Bank of America
Bank of America
North Carolina
$963M
5
Barclays
Barclays
United Kingdom
$217M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$90.7M
3
PP
Peconic Partners
New York
$199K
4
Squarepoint
Squarepoint
New York
$0
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
751
Madden Advisory Services
Florida
$443K +$681 +10 +0.2%
BOM
752
Bank of Marin
California
$443K -$1.98K -29 -0.4%
GFA
753
Gallagher Fiduciary Advisors
Illinois
$441K -$26.9K -395 -6%
SAF
754
Smith Anglin Financial
Texas
$438K -$12.6K -185 -3%
LWM
755
Lodestone Wealth Management
Washington
$437K +$8.65K +127 +2%
ST
756
Sageworth Trust
Pennsylvania
$434K – – –
SCM
757
Spreng Capital Management
Ohio
$431K – – –
OP
758
ORG Partners
Indiana
$428K +$428K +6,326 New
UFF
759
USA Financial Formulas
Michigan
$428K +$428K +6,283 New
OFS
760
Orrstown Financial Services
Pennsylvania
$428K – – –
P
761
&Partners
Tennessee
$423K +$423K +6,202 New
CWM
762
Chemistry Wealth Management
New York
$422K +$68.1K +999 +19%
RPCONE
763
Retirement Planning Company of New England
Rhode Island
$421K -$8.79K -129 -2%
BSW
764
Buckingham Strategic Wealth
Missouri
$411K -$33.2K -487 -7%
FFA
765
Florida Financial Advisors
Florida
$410K -$5.38K -79 -1%
EFA
766
Evernest Financial Advisors
Indiana
$410K +$50.5K +741 +14%
WI
767
Wintrust Investments
Illinois
$408K +$16.4K +241 +4%
EMAM
768
Encompass More Asset Management
California
$403K +$136K +1,999 +51%
CFO
769
Colony Family Offices
North Carolina
$400K – – –
NFP
770
Narus Financial Partners
Utah
$397K -$3.07K -45 -0.8%
9WM
771
9258 Wealth Management
Ohio
$396K -$20.2K -296 -5%
BCM
772
Barometer Capital Management
Ontario, Canada
$395K +$395K +5,800 New
JIR
773
James Investment Research
Ohio
$394K – – –
GC
774
Grimes & Company
Massachusetts
$393K +$2.39K +35 +0.6%
MGIA
775
Moneta Group Investment Advisors
Missouri
$390K +$18.3K +268 +5%
29 30
31
32 33