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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 %
WTB
951
Washington Trust Bank
Washington
$297K -$3.31K -41 -1%
PI
952
Pachira Investments
California
$294K +$294K +3,644 New
BP
953
Broadleaf Partners
Ohio
$292K -$1.78K -22 -0.6%
SW
954
Solidarity Wealth
Utah
$291K +$291K +3,600 New
CAL
955
Capital Analysts LLC
Pennsylvania
$290K -$1.33M -16,470 -82%
GGI
956
Godsey & Gibb Inc
Virginia
$287K – – –
DBRC
957
D.B. Root & Company
Pennsylvania
$287K +$287K +3,551 New
AWM
958
Atticus Wealth Management
Florida
$286K +$45K +557 +19%
MSFS
959
Main Street Financial Solutions
Pennsylvania
$285K +$285K +3,534 New
NCM
960
Novare Capital Management
North Carolina
$284K -$2.02K -25 -0.7%
AGDI
961
Absolute Gestao de Investimentos
Brazil
$283K +$283K +3,500 New
NJIM
962
Nabity-Jensen Investment Management
Nebraska
$282K – – –
ACM
963
Advance Capital Management
Michigan
$282K – – –
NB
964
Nicolet Bankshares
Wisconsin
$281K – – –
LSA
965
L & S Advisors
California
$281K -$6.88M -85,199 -96%
GA
966
GFS Advisors
Texas
$279K -$395K -4,895 -59%
AFAS
967
Acorn Financial Advisory Services
Virginia
$277K +$242 +3 +0.1%
AG
968
Ascent Group
Virginia
$277K -$39.7K -491 -13%
Financial Engines Advisors
969
Financial Engines Advisors
California
$275K +$81 +1 +0%
BJL
970
Brighton Jones LLC
Washington
$274K -$17.5K -217 -6%
NAM
971
NTV Asset Management
West Virginia
$272K – – –
TPW
972
Transatlantique Private Wealth
New York
$270K – – –
QWM
973
Quadcap Wealth Management
Texas
$270K +$270K +3,347 New
MCC
974
Money Concepts Capital
Florida
$270K +$22.9K +283 +9%
BP
975
Ballentine Partners
Massachusetts
$266K -$6.46K -80 -2%
37 38
39
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