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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 %
FA
1401
Faithward Advisors
Pennsylvania
– -$837K -10,366 Closed
FCM
1402
Fortis Capital Management
Washington
– -$772K -9,560 Closed
CA
1403
Carson Advisory
Georgia
– -$712K -8,814 Closed
LCM
1404
Lunt Capital Management
Utah
– -$699K -8,658 Closed
RBFC
1405
Roman Butler Fullerton & Co
Missouri
– -$672K -8,338 Closed
MWP
1406
Moller Wealth Partners
– -$667K -8,255 Closed
SCM
1407
Saxony Capital Management
Missouri
– -$649K -8,040 Closed
PMG
1408
ProVise Management Group
Florida
– -$621K -7,692 Closed
ACGA
1409
Atlanta Consulting Group Advisors
Georgia
– -$597K -7,386 Closed
P
1410
Pitcairn
Pennsylvania
– -$485K -6,000 Closed
IUHSA
1411
Itau Unibanco Holding S.A.
Brazil
– -$470K -5,814 Closed
CA
1412
Cornerstone Advisors
North Carolina
– -$460K -5,700 Closed
FPW
1413
Flagship Private Wealth
Massachusetts
– -$457K -5,661 Closed
ARC
1414
Advisor Resource Council
Texas
– -$406K -5,020 Closed
FPGK
1415
Financial Partners Group (Kansas)
Kansas
– -$403K -4,992 Closed
SW
1416
Simplicity Wealth
New Jersey
– -$396K -4,897 Closed
LA
1417
Latitude Advisors
Florida
– -$392K -4,850 Closed
QT
1418
Quantbot Technologies
New York
– -$390K -4,823 Closed
TFA
1419
Trinity Financial Advisors
Ohio
– -$388K -4,644 Closed
MW
1420
Marcum Wealth
Ohio
– -$359K -4,438 Closed
EM
1421
ELCO Management
New York
– -$323K -4,000 Closed
PWP
1422
Phillips Wealth Planners
Mississippi
– -$324K -3,944 Closed
SWP
1423
Summit Wealth Partners
Florida
– -$302K -3,741 Closed
SW
1424
Solidarity Wealth
Utah
– -$291K -3,600 Closed
AGDI
1425
Absolute Gestao de Investimentos
Brazil
– -$283K -3,500 Closed
55 56
57
58 59