XLU icon

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.

Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.71%
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
1
Migdal Insurance & Financial Holdings
Israel
$282M
2
MMH
2
Menora Mivtachim Holdings
Israel
$328M
3
Bessemer Group
3
Bessemer Group
New Jersey
$420M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.13B
5
EIM
5
Elliott Investment Management
Florida
$118M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$24.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$123M
4
SAM
4
Silvercrest Asset Management
New York
$6.22M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RW
101
Rockport Wealth
Ohio
$16.4M 203,142 +26,388 +15%
WAM
102
WNY Asset Management
New York
$16.2M 200,984 -7,979 -4%
ACA
103
Aptus Capital Advisors
Alabama
$16.1M 199,796 +192,545 +2,655%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$16.1M 200,000 +200,000 New
GCM
105
Graham Capital Management
Connecticut
$16.1M 198,725 +190,725 +2,384%
FFBTD
106
First Financial Bank - Trust Division
Ohio
$16M 198,031 -107 -0.1%
GG
107
Greenwood Gearhart
Arkansas
$16M 197,491 +17,924 +10%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$15.4M 190,769 +11,249 +6%
CFA
109
Camarda Financial Advisors
Florida
$15.1M 186,520 +5,726 +3%
Walleye Capital
110
Walleye Capital
New York
$15M 185,589 -20,430 -10%
PP
111
Passaic Partners
New Jersey
$15M 185,482 +185,482 New
MW
112
Marks Wealth
Maryland
$14.7M 182,258 +182,258 New
Hudson Bay Capital Management
113
Hudson Bay Capital Management
Connecticut
$14.6M 181,000 -55,000 -23%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.6M 181,000 +181,000 New
Asset Management One
115
Asset Management One
Japan
$14.5M 179,712 +179,712 New
AWS
116
Atria Wealth Solutions
New York
$14.1M 175,094 +22,801 +15%
Renaissance Technologies
117
Renaissance Technologies
New York
$14.1M 174,900 +167,300 +2,201%
KAS
118
Kestra Advisory Services
Texas
$14.1M 174,077 +27,668 +19%
VDI
119
Vaughan David Investments
Illinois
$14M 173,501 -625 -0.4%
EH
120
Equitable Holdings
New York
$14M 173,184 +37,915 +28%
WHG
121
Westwood Holdings Group
Texas
$13.9M 172,080 +4,302 +3%
Corient Private Wealth
122
Corient Private Wealth
Florida
$13.9M 171,631 +2,250 +1%
TAM
123
Trust Asset Management
Texas
$13.7M 169,157 – –
CIA
124
Concurrent Investment Advisors
Florida
$13.6M 168,640 +10,795 +7%
BRWA
125
B. Riley Wealth Advisors
Florida
$13.5M 166,168 +47,515 +40%
3 4
5
6 7