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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
17.99%
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)
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
$309M
4
MB
Mizuho Bank
Japan
$111M
5
Bessemer Group
Bessemer Group
New Jersey
$457M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
1426
GFS Advisors
Texas
– -$279K -3,455 Closed
AG
1427
Ascent Group
Virginia
– -$277K -3,429 Closed
MCC
1428
Money Concepts Capital
Florida
– -$270K -3,346 Closed
CAM
1429
CenterStar Asset Management
Illinois
– -$264K -3,265 Closed
JFGIW
1430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$264K -3,263 Closed
CCG
1431
Coastwise Capital Group
California
– -$263K -3,250 Closed
TCBWMS
1432
Texas Capital Bank Wealth Management Services
Texas
– -$259K -3,208 Closed
PIM
1433
Penobscot Investment Management
Massachusetts
– -$254K -3,150 Closed
CWP
1434
Cyndeo Wealth Partners
Florida
– -$250K -3,096 Closed
BCM
1435
Bayesian Capital Management
New York
– -$242K -3,000 Closed
GLLW
1436
Graves Light Lenhart Wealth
Virginia
– -$236K -2,917 Closed
PWM
1437
PBMares Wealth Management
Virginia
– -$231K -2,861 Closed
PA
1438
Prism Advisors
California
– -$230K -2,847 Closed
ES
1439
Eagle Strategies
New York
– -$216K -2,679 Closed
SCM
1440
Sollinda Capital Management
Florida
– -$216K -2,678 Closed
FIBT
1441
First International Bank & Trust
North Dakota
– -$212K -2,629 Closed
RWP
1442
Ridgecrest Wealth Partners
California
– -$212K -2,620 Closed
CMAI
1443
Capital Management Associates Inc
Minnesota
– -$211K -2,617 Closed
MTWSIF
1444
Mivtachim The Workers Social Insurance Fund
Israel
– -$210K -2,600 Closed
EWM
1445
Evercore Wealth Management
New York
– -$210K -2,598 Closed
GSEP
1446
Golden State Equity Partners
California
– -$209K -2,589 Closed
PWA
1447
Prairie Wealth Advisors
Nebraska
– -$208K -2,572 Closed
IA
1448
IAM Advisory
Pennsylvania
– -$208K -2,572 Closed
FNT
1449
First National Trust
Pennsylvania
– -$207K -2,561 Closed
4WM
1450
49 Wealth Management
Texas
– -$207K -2,559 Closed
56 57
58
59 60