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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 %
KFC
926
Klingenstein Fields & Co
New York
$220K -$18.3M -269,291 -99%
CCG
927
Coastwise Capital Group
California
$220K -$64.3K -943 -23%
ZIMP
928
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$1.23K +18 +0.6%
LP
929
LGL Partners
Pennsylvania
$219K +$219K +3,214 New
PWM
930
Palumbo Wealth Management
New York
$219K -$613 -9 -0.3%
BCP
931
Blue Chip Partners
Michigan
$219K -$1.04M -15,235 -83%
AIA
932
Ally Invest Advisors
North Carolina
$218K +$218K +3,201 New
AFP
933
Ausdal Financial Partners
Iowa
$217K +$1.3K +19 +0.6%
FIM
934
FWL Investment Management
Texas
$216K +$204K +2,997 +1,684%
BSA
935
Braun Stacey Associates
New York
$216K +$1.02K +15 +0.5%
MA
936
MKT Advisors
California
$214K – – –
BFWA
937
Benchmark Financial Wealth Advisors
Florida
$212K – – –
CDH
938
Charles D. Hyman
$212K – – –
GA
939
GFS Advisors
Texas
$212K +$108K +4,245 +103%
SA
940
SpiderRock Advisors
Delaware
$211K +$211K +3,100 New
PP
941
Pacifica Partners
Canada
$211K -$71.8K -1,050 -25%
AMCA
942
Arthur M. Cohen & Associates
Illinois
$210K – – –
CCM
943
Chilton Capital Management
Texas
$209K – – –
SF
944
Safeguard Financial
Wisconsin
$209K +$209K +3,072 New
MAM
945
Milestone Asset Management
Pennsylvania
$209K +$209K +3,070 New
MCC
946
Money Concepts Capital
Florida
$209K +$209K +3,063 New
SGK
947
Steigerwald Gordon & Koch
Virginia
$209K – – –
CPA
948
Cardiff Park Advisors
California
$209K +$209K +3,060 New
IC
949
IEQ Capital
California
$208K +$208K +3,054 New
NSIM
950
North Star Investment Management
Illinois
$207K +$681 +10 +0.3%
36 37
38
39 40