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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
1
BNP Paribas Financial Markets
France
$488M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$221M
3
Goldman Sachs
3
Goldman Sachs
New York
$521M
4
Bank of America
4
Bank of America
North Carolina
$963M
5
Barclays
5
Barclays
United Kingdom
$217M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.8M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$90.7M
3
PP
3
Peconic Partners
New York
$199K
4
Squarepoint
4
Squarepoint
New York
$0
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
901
Ferguson Wellman Capital Management
Oregon
$239K -$7.29K -107 -3%
AAMA
902
Advanced Asset Management Advisors
Ohio
$239K -$13.8K -203 -5%
NJIM
903
Nabity-Jensen Investment Management
Nebraska
$238K – – –
ACM
904
Advance Capital Management
Michigan
$238K – – –
NB
905
Nicolet Bankshares
Wisconsin
$237K +$17K +250 +8%
SXL
906
Summit X LLC
Missouri
$236K +$236K +3,424 New
WEG
907
World Equity Group
Illinois
$236K +$236K +3,457 New
LI
908
LRI Investments
Florida
$235K – – –
CA
909
Continuum Advisory
Idaho
$234K -$4.91K -72 -2%
AFAS
910
Acorn Financial Advisory Services
Virginia
$234K +$204 +3 +0.1%
AFG
911
ABLE Financial Group
Arizona
$234K +$234K +3,430 New
MWAM
912
Manhattan West Asset Management
California
$233K -$32.6K -478 -12%
Financial Engines Advisors
913
Financial Engines Advisors
California
$232K -$27.3K -401 -11%
GWA
914
GGM Wealth Advisors
Maryland
$232K -$3.69M -54,192 -94%
HGA
915
Hobbs Group Advisors
South Carolina
$232K +$232K +3,399 New
OSAM
916
O'Shaughnessy Asset Management
Connecticut
$231K +$14.4K +212 +7%
NAM
917
NTV Asset Management
West Virginia
$230K +$3.2K +47 +1%
BP
918
Ballentine Partners
Massachusetts
$230K -$32.6K -479 -12%
TPW
919
Transatlantique Private Wealth
New York
$228K -$10.4K -152 -4%
HOWA
920
Heritage Oak Wealth Advisors
Florida
$226K +$226K +3,315 New
AWE
921
Avidian Wealth Enterprises
Texas
$225K +$225K +3,301 New
OPPS
922
Obsidian Personal Planning Solutions
Maryland
$223K – – –
GA
923
Goldstein Advisors
Wisconsin
$222K – – –
AUB
924
Atlantic Union Bankshares
Virginia
$222K -$11.1K -163 -5%
PG
925
Prostatis Group
Maryland
$220K +$220K +3,016 New
35 36
37
38 39