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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
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)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$258M
2
Two Sigma Investments
Two Sigma Investments
New York
+$163M
3
UBS Group
UBS Group
Switzerland
+$104M
4
MB
Mizuho Bank
Japan
+$77.4M
5
Bessemer Group
Bessemer Group
New Jersey
+$63.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$903M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$345M
3
Bank of America
Bank of America
North Carolina
-$246M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$212M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
976
RiverFront Investment Group
Virginia
$279K -$9.92K -131 -3%
WTB
977
Washington Trust Bank
Washington
$278K – – –
KTC
978
Kentucky Trust Company
Kentucky
$277K +$277K +3,655 New
PI
979
Pachira Investments
California
$276K +$152 +2 +0.1%
HIP
980
HUB Investment Partners
Texas
$276K +$276K +3,649 New
GWM
981
GK Wealth Management
Nevada
$276K +$276K +3,644 New
JF
982
Jump Financial
Illinois
$275K +$275K +3,631 New
BP
983
Broadleaf Partners
Ohio
$274K – – –
SLC
984
Second Line Capital
Louisiana
$273K -$75.1K -992 -22%
USB
985
Union Savings Bank
Connecticut
$273K -$13.6K -180 -5%
CAL
986
Capital Analysts LLC
Pennsylvania
$272K +$455 +6 +0.2%
FUBT
987
First United Bank & Trust
Maryland
$271K -$28.5K -376 -10%
GT
988
Greenleaf Trust
Michigan
$270K -$278K -3,679 -51%
MSFS
989
Main Street Financial Solutions
Pennsylvania
$270K +$2.27K +30 +0.8%
GGI
990
Godsey & Gibb Inc
Virginia
$269K – – –
BWM
991
Buska Wealth Management
Wisconsin
$269K -$33.9K -448 -11%
OAM
992
Occidental Asset Management
California
$267K -$2.19M -28,975 -89%
NCM
993
Novare Capital Management
North Carolina
$266K – – –
IWM
994
Iams Wealth Management
Nebraska
$266K +$36.1K +477 +16%
PW
995
PUREfi Wealth
Massachusetts
$265K +$265K +3,500 New
TIA
996
Traphagen Investment Advisors
New Jersey
$264K +$264K +3,494 New
NJIM
997
Nabity-Jensen Investment Management
Nebraska
$264K – – –
LSA
998
L & S Advisors
California
$264K +$1.06K +14 +0.4%
NB
999
Nicolet Bankshares
Wisconsin
$263K – – –
DIP
1000
DT Investment Partners
Pennsylvania
$262K +$247K +3,258 +1,637%
38 39
40
41 42