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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 %
CSIC
801
Clifford Swan Investment Counsel
California
$342K – – –
GCM
802
Glaxis Capital Management
Florida
$341K +$341K +5,000 New
OIS
803
Okabena Investment Services
Minnesota
$340K – – –
PA
804
Pinnacle Associates
New York
$340K +$23.2K +340 +7%
PFA
805
Pettinga Financial Advisors
Indiana
$340K -$1.03M -15,050 -75%
PMG
806
ProVise Management Group
Florida
$339K -$16.7K -245 -5%
PG
807
Patten Group
Tennessee
$338K -$6.75K -99 -2%
GP
808
Girard Partners
Pennsylvania
$337K -$52.7K -774 -14%
H
809
HoyleCohen
California
$336K -$8.72K -128 -3%
CL
810
Choreo LLC
Illinois
$335K +$335K +4,953 New
MW
811
Marcum Wealth
Ohio
$335K -$64.3K -943 -16%
ATFA
812
All Terrain Financial Advisors
Minnesota
$334K -$2.73K -40 -0.8%
CFGS
813
Concourse Financial Group Securities
Alabama
$334K -$38.9K -571 -10%
AFA
814
American Financial Advisors
Georgia
$334K -$42.7K -627 -11%
SOAMC
815
Spirit of America Management Corp
New York
$332K +$332K +4,868 New
CC
816
Constitution Capital
Connecticut
$331K +$8.65K +127 +3%
ISL
817
Ingalls & Snyder LLC
New York
$331K -$15.1K -222 -4%
CI
818
CPR Investments
Michigan
$331K +$331K +4,855 New
MMA
819
Mizuho Markets Americas
New York
$330K -$3.29M -48,300 -91%
PT
820
Plimoth Trust
Massachusetts
$330K -$1.43K -21 -0.4%
EGA
821
E&G Advisors
Texas
$328K -$4.43K -65 -1%
GWM
822
GSB Wealth Management
Connecticut
$328K – – –
Vontobel Holding
823
Vontobel Holding
Switzerland
$328K +$328K +4,807 New
KLCM
824
KG&L Capital Management
Louisiana
$327K +$48.9K +717 +18%
BBA
825
BLB&B Advisors
Pennsylvania
$327K -$2.45K -36 -0.7%
31 32
33
34 35