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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 %
HFS
1076
Hopwood Financial Services
Virginia
$217K +$217K +2,861 New
NFSG
1077
Newbridge Financial Services Group
Florida
$215K +$13.4K +177 +7%
RWM
1078
Ritholtz Wealth Management
New York
$214K +$1.97K +26 +0.9%
TD Asset Management
1079
TD Asset Management
Ontario, Canada
$212K +$212K +2,805 New
Jane Street
1080
Jane Street
New York
$211K -$5.83M -77,037 -97%
T
1081
Transce3nd
Texas
$210K +$210K +2,769 New
KFC
1082
Klingenstein Fields & Co
New York
$208K -$11.8K -156 -5%
PNAA
1083
Pictet North America Advisors
Switzerland
$208K – – –
Capstone Investment Advisors
1084
Capstone Investment Advisors
New York
$207K -$2.23M -29,502 -91%
CWS
1085
Cypress Wealth Services
California
$207K – – –
FPAS
1086
Focus Partners Advisor Solutions
Missouri
$206K +$454 +6 +0.2%
SS
1087
Sunbelt Securities
Texas
$206K -$7.43K -98 -3%
ABLA
1088
Alan B. Lancz & Associates
Ohio
$205K +$205K +2,705 New
WRM
1089
Weybosset Research & Management
Rhode Island
$204K – – –
APF
1090
Alaska Permanent Fund
Alaska
$204K – – –
BCA
1091
Bay Capital Advisors
Virginia
$203K +$203K +2,680 New
IA
1092
Insight Advisors
Pennsylvania
$202K -$32K -423 -14%
PSF
1093
Pacific Sun Financial
California
$202K – – –
RIA
1094
Realta Investment Advisors
Delaware
$202K -$39.9K -518 -17%
WPP
1095
Whalerock Point Partners
Rhode Island
$201K – – –
LA
1096
Lifeworks Advisors
Michigan
$200K +$200K +2,644 New
BCWM
1097
Bartlett & Co Wealth Management
Ohio
$196K – – –
IBOK
1098
Independence Bank of Kentucky
Kentucky
$196K +$8.55K +113 +5%
FWM
1099
FLP Wealth Management
Arkansas
$191K +$191K +2,519 New
OA
1100
Operose Advisors
Wisconsin
$189K +$189K +2,500 New
42 43
44
45 46