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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 %
TFA
876
Trinity Financial Advisors
Ohio
$388K +$388K +4,644 New
SOAMC
877
Spirit of America Management Corp
New York
$387K -$6.06K -75 -2%
GAM
878
Grandview Asset Management
Pennsylvania
$387K +$3.88K +48 +1%
KLCM
879
KG&L Capital Management
Louisiana
$386K -$1.86K -23 -0.5%
MMPW
880
Mitchell McLeod Pugh & Williams
Alabama
$383K – – –
FFA
881
Farther Finance Advisors
California
$379K +$163K +2,019 +75%
CGA
882
Crescent Grove Advisors
Illinois
$374K – – –
RFA
883
Resurgent Financial Advisors
Georgia
$373K -$515K -6,378 -58%
BFA
884
Beaumont Financial Advisors
Massachusetts
$373K -$646 -8 -0.2%
SLC
885
Second Line Capital
Louisiana
$372K +$162 +2 +0%
Empower Advisory Group
886
Empower Advisory Group
Colorado
$371K -$53.4K -661 -13%
SAM
887
Sequent Asset Management
Texas
$371K +$56.5K +700 +18%
SAM
888
SignalPoint Asset Management
Missouri
$364K +$80 +1 +0%
NWA
889
Navis Wealth Advisors
New York
$364K – – –
PT
890
Plimoth Trust
Massachusetts
$361K -$30.9K -382 -8%
VCA
891
Verdence Capital Advisors
Maryland
$360K +$360K +4,453 New
ATFA
892
All Terrain Financial Advisors
Minnesota
$359K -$37.4K -463 -9%
IFS
893
Ifrah Financial Services
Arkansas
$359K +$359K +4,439 New
MW
894
Marcum Wealth
Ohio
$359K -$38.5K -477 -10%
EGA
895
E&G Advisors
Texas
$357K -$32.3K -400 -8%
AFG
896
ABLE Financial Group
Arizona
$355K +$77.9K +964 +28%
DWS
897
Dynamic Wealth Strategies
California
$354K +$14.5K +180 +4%
IGGA
898
Iron Gate Global Advisors
Utah
$353K – – –
SA
899
SpiderRock Advisors
Delaware
$349K +$98.1K +1,215 +39%
APIM
900
Agate Pass Investment Management
Washington
$348K +$44.7K +553 +15%
34 35
36
37 38