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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 %
CIC
801
Cutler Investment Counsel
Oregon
$510K -$16.2K -200 -3%
ST
802
Sageworth Trust
Pennsylvania
$508K -$6.79K -84 -1%
FCBT
803
First Citizens Bank & Trust
North Carolina
$507K +$84.8K +1,050 +20%
RPCONE
804
Retirement Planning Company of New England
Rhode Island
$499K +$404 +5 +0.1%
IF
805
Intrua Financial
Texas
$499K -$1.56M -19,261 -76%
GC
806
Grimes & Company
Massachusetts
$493K +$26.9K +333 +6%
WANY
807
Wealthspire Advisors (New York)
New York
$491K +$38.2K +473 +8%
ARMT
808
Amica Retiree Medical Trust
Rhode Island
$491K +$491K +6,083 New
RA
809
Rockingstone Advisors
Massachusetts
$490K -$132K -1,640 -21%
KWS
810
Keystone Wealth Services
California
$486K +$486K +6,021 New
P
811
Pitcairn
Pennsylvania
$485K +$485K +6,000 New
UFF
812
USA Financial Formulas
Michigan
$482K -$25.3K -313 -5%
BIA
813
Barry Investment Advisors
Massachusetts
$482K -$290K -3,586 -38%
HAM
814
Harmony Asset Management
Arizona
$481K +$42.9K +531 +10%
HWM
815
HB Wealth Management
Georgia
$475K +$51.1K +632 +12%
CFO
816
Colony Family Offices
North Carolina
$475K – – –
CRI
817
Colonial River Investments
Virginia
$474K -$59.7K -739 -11%
IUHSA
818
Itau Unibanco Holding S.A.
Brazil
$470K +$470K +5,814 New
EMAM
819
Encompass More Asset Management
California
$468K -$9.21K -114 -2%
WFA
820
WMG Financial Advisors
Tennessee
$467K +$147K +1,819 +46%
JIR
821
James Investment Research
Ohio
$467K – – –
OP
822
ORG Partners
Indiana
$464K -$46.9K -580 -9%
9WM
823
9258 Wealth Management
Ohio
$464K -$5.41K -67 -1%
LWM
824
LJI Wealth Management
Indiana
$463K +$3.47K +43 +0.8%
WAM
825
Worth Asset Management
Texas
$462K -$162K -2,007 -26%
31 32
33
34 35