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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 %
CAM
976
CenterStar Asset Management
Illinois
$264K +$264K +3,265 New
JFGIW
977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K +$264K +3,263 New
GA
978
Goldstein Advisors
Wisconsin
$263K – – –
CCG
979
Coastwise Capital Group
California
$263K +$1.62K +20 +0.6%
OPPS
980
Obsidian Personal Planning Solutions
Maryland
$262K – – –
PWM
981
Palumbo Wealth Management
New York
$261K +$1.7K +21 +0.7%
TCBWMS
982
Texas Capital Bank Wealth Management Services
Texas
$259K -$99.8K -1,236 -28%
FFO
983
Fortitude Family Office
Arizona
$259K +$259K +3,205 New
BSA
984
Braun Stacey Associates
New York
$257K +$1.86K +23 +0.7%
BCP
985
Blue Chip Partners
Michigan
$257K -$2.59K -32 -1%
PIM
986
Penobscot Investment Management
Massachusetts
$254K +$16.7K +207 +7%
GEA
987
Glen Eagle Advisors
New Jersey
$254K +$31.1K +385 +14%
AF
988
Apollon Financial
South Carolina
$254K +$254K +3,147 New
LWM
989
Lodestone Wealth Management
Washington
$254K -$264K -3,271 -51%
MA
990
MKT Advisors
California
$253K – – –
BFWA
991
Benchmark Financial Wealth Advisors
Florida
$252K – – –
RIA
992
Realta Investment Advisors
Delaware
$252K -$1.45M -18,128 -85%
WOSD
993
WFA of San Diego
California
$251K +$65.8K +814 +35%
AMCA
994
Arthur M. Cohen & Associates
Illinois
$251K – – –
CWP
995
Cyndeo Wealth Partners
Florida
$250K +$250K +3,096 New
IA
996
Insight Advisors
Pennsylvania
$250K +$6.62K +82 +3%
RFO
997
RiverGlades Family Offices
Florida
$249K +$249K +3,080 New
CCM
998
Chilton Capital Management
Texas
$248K -$727 -9 -0.3%
SGK
999
Steigerwald Gordon & Koch
Virginia
$247K – – –
CPA
1000
Cardiff Park Advisors
California
$247K – – –
38 39
40
41 42