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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.

Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.99%
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)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$163M
3
UBS Group
3
UBS Group
Switzerland
$309M
4
MB
4
Mizuho Bank
Japan
$111M
5
Bessemer Group
5
Bessemer Group
New Jersey
$457M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
3
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$13.8M +$13.1M +172,440 +1,863%
KHLMVGHM
102
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.4M +$6.44M +85,142 +92%
WHG
103
Westwood Holdings Group
Texas
$13.4M +$332K +4,382 +3%
VDI
104
Vaughan David Investments
Illinois
$13.3M +$172K +2,277 +1%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$13.1M +$10.7M +141,123 +450%
TAM
106
Trust Asset Management
Texas
$12.8M – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$12.3M +$1.26M +16,645 +11%
M
108
MATAURO
New York
$12.2M +$12.2M +161,076 New
PIN
109
Prudent Investors Network
California
$11.9M +$432K +5,703 +4%
GAB
110
German American Bancorp
Indiana
$11.8M +$174K +2,303 +1%
WAOI
111
Wealth Advisors of Iowa
Iowa
$11.8M +$39.3K +519 +0.3%
Simplex Trading
112
Simplex Trading
Illinois
$11.7M +$11.7M +154,971 New
BWM
113
Biltmore Wealth Management
Arizona
$11.7M +$77.8K +1,028 +0.7%
CF
114
Clarity Financial
Texas
$11.6M +$2.22M +29,283 +24%
FSC
115
Full Sail Capital
Oklahoma
$11.2M -$36K -475 -0.3%
FTS
116
Fifth Third Securities
Ohio
$10.9M +$1.94M +25,572 +22%
PA
117
PFG Advisors
Arizona
$10.9M -$238K -3,143 -2%
AssetMark Inc
118
AssetMark Inc
California
$10.9M -$12M -159,027 -52%
Asset Management One
119
Asset Management One
Japan
$10.9M -$2.78M -36,512 -20%
Corient Private Wealth
120
Corient Private Wealth
Florida
$10.9M -$1.18M -16,782 -10%
PCIA
121
Prime Capital Investment Advisors
Kansas
$10.8M -$693K -9,161 -6%
BRWA
122
B. Riley Wealth Advisors
Florida
$10.7M -$1.88M -24,789 -15%
CCM
123
Coldstream Capital Management
Washington
$10.6M -$65.9M -870,064 -86%
OPS
124
Orion Portfolio Solutions
Nebraska
$10.6M -$445K -5,883 -4%
BCI
125
Brinker Capital Investments
Pennsylvania
$10.6M -$445K -5,883 -4%
3 4
5
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