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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 %
MWM
901
Merriman Wealth Management
Washington
$347K – – –
CFGS
902
Concourse Financial Group Securities
Alabama
$345K -$50.8K -629 -13%
SAF
903
Smith Anglin Financial
Texas
$341K -$178K -2,203 -34%
AWE
904
Avidian Wealth Enterprises
Texas
$339K +$72.7K +900 +27%
WCF
905
West Coast Financial
California
$339K – – –
MC
906
Mathes Company
New York
$339K – – –
SQA
907
Simon Quick Advisors
New Jersey
$338K +$81 +1 +0%
SMC
908
Smith, Moore & Co
Missouri
$338K -$18.9K -234 -5%
PCMC
909
Planning Capital Management Corporation
Pennsylvania
$337K +$8.08K +100 +2%
CAG
910
Crestwood Advisors Group
Massachusetts
$337K -$8.08K -100 -2%
SP
911
Successful Portfolios
Florida
$336K +$11.3K +140 +3%
CCM
912
Crew Capital Management
Ohio
$336K -$276K -3,421 -45%
CA
913
Claro Advisors
Massachusetts
$335K +$335K +4,151 New
OCPWS
914
One Charles Private Wealth Services
Massachusetts
$333K -$282K -3,495 -46%
AWM
915
Aries Wealth Management
Maine
$332K -$10.1K -125 -3%
SDWMA
916
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K – – –
YIA
917
YHB Investment Advisors
Connecticut
$327K -$8.08K -100 -2%
WF
918
Warner Financial
Maryland
$327K +$968 +12 +0.3%
PWP
919
Phillips Wealth Planners
Mississippi
$324K -$44.2K -538 -12%
PFA
920
Petra Financial Advisors
Colorado
$324K – – –
CA
921
Clearstead Advisors
Ohio
$323K -$2.59K -32 -0.8%
EM
922
ELCO Management
New York
$323K -$60.6K -750 -16%
BWM
923
Buska Wealth Management
Wisconsin
$323K -$10.5K -130 -3%
IFWM
924
Institute for Wealth Management
Colorado
$322K -$1.45K -18 -0.4%
APP
925
Avantax Planning Partners
Iowa
$320K -$32.3K -400 -9%
35 36
37
38 39