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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$245M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$141M
3
PP
Peconic Partners
New York
$106M
4
N
Natixis
France
$113M
5
Barclays
Barclays
United Kingdom
$122M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
Morgan Stanley
Morgan Stanley
New York
$723M
3
Wells Fargo
Wells Fargo
California
$161M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
5
UBS Group
UBS Group
Switzerland
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
876
Palumbo Wealth Management
New York
$212K -$9.91K -151 -4%
ZIMP
877
Zimmermann Investment Management & Planning
Pennsylvania
$211K +$211K +3,211 New
OSAM
878
O'Shaughnessy Asset Management
Connecticut
$208K +$54.7K +834 +36%
AFP
879
Ausdal Financial Partners
Iowa
$208K -$1.03M -15,658 -83%
SJIM
880
St. Johns Investment Management
Florida
$208K -$68.9K -1,049 -25%
DAS
881
Diversify Advisory Services
Utah
$207K +$207K +3,176 New
BSA
882
Braun Stacey Associates
New York
$207K -$1.64K -25 -0.8%
BFWA
883
Benchmark Financial Wealth Advisors
Florida
$205K -$1.24M -18,959 -86%
GFS
884
GYL Financial Synergies
Connecticut
$205K +$205K +3,115 New
CDH
885
Charles D. Hyman
$204K +$204K +3,107 New
AMCA
886
Arthur M. Cohen & Associates
Illinois
$202K +$202K +3,078 New
CCM
887
Chilton Capital Management
Texas
$202K – – –
MA
888
MKT Advisors
California
$201K -$19.3K -297 -9%
SGK
889
Steigerwald Gordon & Koch
Virginia
$201K +$201K +3,062 New
NSIM
890
North Star Investment Management
Illinois
$199K +$78.4K +1,195 +65%
ANBT
891
American National Bank & Trust
Texas
$195K – – –
GEA
892
Glen Eagle Advisors
New Jersey
$193K +$3.28K +50 +2%
OSNBOA
893
Old Second National Bank of Aurora
Illinois
$190K – – –
HR
894
Howe & Rusling
New York
$173K -$3.28K -50 -2%
MTWSIF
895
Mivtachim The Workers Social Insurance Fund
Israel
$171K – – –
NFSG
896
Newbridge Financial Services Group
Florida
$166K -$89.7K -1,367 -35%
LFA
897
LGT Financial Advisors
Texas
$162K +$1.31K +20 +0.8%
EWM
898
EPG Wealth Management
Georgia
$158K +$197 +3 +0.1%
AAP
899
Arax Advisory Partners
Colorado
$157K -$4.66K -71 -3%
FFA
900
Farther Finance Advisors
California
$154K +$82.6K +1,266 +115%
34 35
36
37 38