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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
$328M
3
Bessemer Group
Bessemer Group
New Jersey
$420M
4
Morgan Stanley
Morgan Stanley
New York
$1.13B
5
EIM
Elliott Investment Management
Florida
$118M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$390M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$123M
4
SAM
Silvercrest Asset Management
New York
$6.22M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
1076
Cypress Capital Management (Wyoming)
Wyoming
$178K +$166K +2,060 +1,461%
CNBTD
1077
Citizens National Bank Trust Department
Mississippi
$178K – – –
CIM
1078
Contravisory Investment Management
Massachusetts
$173K +$173K +2,147 New
PCFFS
1079
Pacific Center for Financial Services
California
$173K – – –
AAP
1080
Arax Advisory Partners
Colorado
$172K -$5.09K -63 -3%
SJIM
1081
St. Johns Investment Management
Florida
$171K -$4.93K -61 -3%
SSG
1082
Summit Securities Group
New York
$170K +$170K +2,100 New
LFA
1083
LGT Financial Advisors
Texas
$167K +$1.13K +14 +0.7%
SOS
1084
Silver Oak Securities
Tennessee
$166K +$166K +2,366 New
FF
1085
Friedenthal Financial
New Jersey
$165K -$219K -2,714 -57%
MA
1086
MCF Advisors
Kentucky
$165K – – –
RFA
1087
Register Financial Advisors
Georgia
$163K +$808 +10 +0.5%
TCM
1088
TD Capital Management
Tennessee
$163K +$162 +2 +0.1%
GC
1089
Garde Capital
Washington
$162K – – –
GPFA
1090
Game Plan Financial Advisors
Ohio
$162K – – –
KFI
1091
Key Financial Inc
Pennsylvania
$158K – – –
POIA
1092
Pin Oak Investment Advisors
Texas
$156K – – –
HWP
1093
Highline Wealth Partners
California
$154K +$24.7K +306 +19%
UOTTAIMCU
1094
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$153K – – –
BF
1095
BOK Financial
Oklahoma
$148K -$39.1K -480 -21%
BG
1096
Bollard Group
Massachusetts
$148K +$809 +10 +0.5%
ACM
1097
Anfield Capital Management
California
$134K +$134K +1,660 New
CHA
1098
Carmichael Hill & Associates
Maryland
$134K +$78K +966 +140%
OIA
1099
Optimum Investment Advisors
Illinois
$132K – – –
SCM
1100
Sterling Capital Management
North Carolina
$130K +$130K +1,613 New
42 43
44
45 46