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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.99%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$163M
3
UBS Group
3
UBS Group
Switzerland
$309M
4
MB
4
Mizuho Bank
Japan
$111M
5
Bessemer Group
5
Bessemer Group
New Jersey
$457M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
3
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$20.3M -$4.69M -61,905 -19%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$19.8M -$345M -4,561,725 -95%
SPIA
78
Steward Partners Investment Advisory
New York
$19.4M -$7.45M -98,462 -28%
MYLI
79
Meiji Yasuda Life Insurance
Japan
$18.9M – – –
JCM
80
Janney Capital Management
Pennsylvania
$18.5M -$664K -8,772 -3%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$18.3M +$240K +3,176 +1%
Millennium Management
82
Millennium Management
New York
$17.7M -$58.5M -773,370 -77%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$17.5M +$524K +6,917 +3%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$16.9M -$328K -4,344 -2%
PP
85
Passaic Partners
New Jersey
$16.6M +$2.54M +33,563 +18%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$16.6M +$554K +7,315 +3%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$16.3M -$15.6M -205,681 -49%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$16.2M -$6.59M -87,066 -29%
AA
89
Advisory Alpha
Michigan
$15.8M -$28.9K -382 -0.2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$1.17M +15,498 +8%
GG
91
Greenwood Gearhart
Arkansas
$15.6M +$653K +8,631 +4%
MM
92
Main Management
California
$15.6M -$2.14M -28,300 -12%
KAS
93
Kestra Advisory Services
Texas
$15.5M +$2.32M +30,681 +18%
MML Investors Services
94
MML Investors Services
Massachusetts
$15.5M -$6.27M -82,888 -29%
FFBTD
95
First Financial Bank - Trust Division
Ohio
$14.7M -$243K -3,212 -2%
CFA
96
Camarda Financial Advisors
Florida
$14.4M +$277K +3,664 +2%
CC
97
Cornerstone Capital
California
$14.4M -$1.7M -22,475 -11%
AWS
98
Atria Wealth Solutions
New York
$14.3M +$1.02M +13,496 +8%
EH
99
Equitable Holdings
New York
$14.2M +$1.07M +14,182 +8%
SG Americas Securities
100
SG Americas Securities
New York
$13.8M -$44.3M -585,369 -76%
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