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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 %
IFS
1001
Ifrah Financial Services
Arkansas
$260K -$75.5K -998 -22%
AFAS
1002
Acorn Financial Advisory Services
Virginia
$260K +$227 +3 +0.1%
PFA
1003
Petra Financial Advisors
Colorado
$260K -$43.7K -578 -14%
CPRC
1004
Consolidated Portfolio Review Corp
New York
$259K -$573K -7,568 -69%
KI
1005
Kapitalo Investimentos
Brazil
$258K +$258K +3,409 New
Financial Engines Advisors
1006
Financial Engines Advisors
California
$257K – – –
AWM
1007
Accurate Wealth Management
Florida
$256K -$7.13M -94,363 -97%
NAM
1008
NTV Asset Management
West Virginia
$255K – – –
OPPS
1009
Obsidian Personal Planning Solutions
Maryland
$255K – – –
AAMA
1010
Advanced Asset Management Advisors
Ohio
$255K -$10.4K -138 -4%
MA
1011
MKT Advisors
California
$254K +$9.38K +119 +4%
MA
1012
MBA Advisors
Pennsylvania
$254K +$254K +3,351 New
TPW
1013
Transatlantique Private Wealth
New York
$253K – – –
QWM
1014
Quadcap Wealth Management
Texas
$253K – – –
KFS
1015
Kaizen Financial Strategies
California
$251K -$229K -3,020 -48%
TC
1016
Trilogy Capital
California
$251K -$4.95M -65,453 -95%
HWP
1017
Heritage Wealth Partners
Ohio
$250K -$736K -9,723 -75%
PCS
1018
Private Client Services
Kentucky
$249K +$49.1K +649 +25%
RFO
1019
RiverGlades Family Offices
Florida
$249K +$15.9K +210 +7%
BP
1020
Ballentine Partners
Massachusetts
$249K – – –
NSIM
1021
North Star Investment Management
Illinois
$248K +$18.2K +240 +8%
PSCM
1022
Per Stirling Capital Management
Texas
$248K -$1.36M -17,914 -85%
PIA
1023
Perennial Investment Advisors
California
$248K +$248K +3,275 New
LWM
1024
Lodestone Wealth Management
Washington
$248K +$10.2K +135 +4%
JIC
1025
Joel Isaacson & Co
New York
$248K +$248K +3,271 New
39 40
41
42 43