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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 %
CLOS
776
Compagnie Lombard Odier SCmA
Switzerland
$565K +$565K +7,000 New
MAS
777
Madden Advisory Services
Florida
$564K +$38.9K +481 +7%
FSA
778
Fort Sheridan Advisors
Illinois
$564K -$13K -161 -2%
KIG
779
Kessler Investment Group
Indiana
$562K -$136K -1,681 -19%
JGC
780
J. Goldman & Co
New York
$561K -$261K -3,230 -32%
CCFM
781
Clear Creek Financial Management
Washington
$558K -$110K -1,359 -16%
LJAC
782
L.J. Altfest & Co
New York
$558K -$3.67M -45,513 -87%
GFS
783
GYL Financial Synergies
Connecticut
$554K +$6.06K +75 +1%
NFP
784
Narus Financial Partners
Utah
$553K +$81.9K +1,014 +17%
EAM
785
Evanson Asset Management
California
$551K +$1.29K +16 +0.2%
BCP
786
Berkeley Capital Partners
Georgia
$549K +$204K +2,520 +59%
AF
787
Advisornet Financial
Minnesota
$547K -$189K -2,340 -26%
MGIA
788
Moneta Group Investment Advisors
Missouri
$546K +$82.8K +1,025 +18%
LP
789
LMR Partners
United Kingdom
$544K +$544K +6,740 New
PD
790
Planning Directions
Pennsylvania
$541K -$77.1K -955 -12%
CTWM
791
Cherry Tree Wealth Management
Minnesota
$536K – – –
LCWP
792
Legacy Capital Wealth Partners
Arkansas
$535K +$203K +2,512 +61%
M
793
MYeCFO
California
$534K – – –
OCBCO
794
Oversea-Chinese Banking Corp (OCBC)
Singapore
$534K – – –
WCA
795
Westover Capital Advisors
Delaware
$533K +$533K +6,600 New
SA
796
Strategic Advisors
New York
$530K -$136K -1,683 -20%
GC
797
Gruss & Co
Florida
$525K +$525K +6,500 New
NRI
798
NFP Retirement Inc
California
$524K +$524K +6,481 New
SIA
799
Soltis Investment Advisors
Utah
$519K -$115K -1,420 -18%
KFS
800
Kaizen Financial Strategies
California
$512K +$512K +6,340 New
30 31
32
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