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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.

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 %
ZIG
1326
Zurich Insurance Group
Switzerland
– – -10,489 Closed
SLWA
1327
San Luis Wealth Advisors
California
– – -10,418 Closed
Belvedere Trading
1328
Belvedere Trading
Illinois
– – -9,219 Closed
CCM
1329
Cullen Capital Management
New York
– – -7,653 Closed
BCM
1330
Barometer Capital Management
Ontario, Canada
– – -5,800 Closed
CFG
1331
CKW Financial Group
Hawaii
– – -5,583 Closed
SCM
1332
Steele Capital Management
Iowa
– – -5,400 Closed
XT
1333
XTX Topco
Cayman Islands
– – -5,230 Closed
GCM
1334
Glaxis Capital Management
Florida
– – -5,000 Closed
PFA
1335
Pettinga Financial Advisors
Indiana
– – -4,985 Closed
CI
1336
CPR Investments
Michigan
– – -4,855 Closed
MMA
1337
Mizuho Markets Americas
New York
– – -4,850 Closed
CWG
1338
Crown Wealth Group
North Carolina
– – -4,637 Closed
EA
1339
Ellsworth Advisors
Ohio
– – -4,449 Closed
GT
1340
Glenview Trust
Kentucky
– – -4,348 Closed
CTA
1341
Chesley Taft & Associates
Illinois
– – -4,000 Closed
MAWAG
1342
Mid-American Wealth Advisory Group
Missouri
– – -3,731 Closed
Simplex Trading
1343
Simplex Trading
Illinois
– – -3,590 Closed
3AM
1344
3EDGE Asset Management
Florida
– – -3,552 Closed
SXL
1345
Summit X LLC
Missouri
– – -3,424 Closed
ZIMP
1346
Zimmermann Investment Management & Planning
Pennsylvania
– – -3,229 Closed
SF
1347
Safeguard Financial
Wisconsin
– – -3,072 Closed
MAM
1348
Milestone Asset Management
Pennsylvania
– – -3,070 Closed
PG
1349
Prostatis Group
Maryland
– – -3,016 Closed
GWP
1350
Gateway Wealth Partners
Wisconsin
– – -2,990 Closed
52 53
54
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