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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 %
BWA
1451
BlueChip Wealth Advisors
Georgia
– -$206K -2,556 Closed
OCM
1452
Orleans Capital Management
Louisiana
– -$206K -2,550 Closed
AUB
1453
Atlantic Union Bankshares
Virginia
– -$204K -2,521 Closed
SCM
1454
Sebold Capital Management
Illinois
– -$203K -2,513 Closed
RG
1455
Rathbones Group
United Kingdom
– -$203K -2,508 Closed
FWCM
1456
Ferguson Wellman Capital Management
Oregon
– -$202K -2,506 Closed
CWM
1457
Cornerstone Wealth Management
Missouri
– -$200K -2,482 Closed
CWM
1458
Cedar Wealth Management
California
– -$180K -2,225 Closed
AP
1459
Advisors Preferred
Maryland
– -$115K -1,413 Closed
CPM
1460
Connective Portfolio Management
New York
– -$1.15M -1,100 Closed
PCWA
1461
Pacific Capital Wealth Advisors
California
– -$84.7K -1,048 Closed
SHIM
1462
Stone House Investment Management
Pennsylvania
– -$77.8K -963 Closed
WI
1463
Wintrust Investments
Illinois
– -$42K -530 Closed
CPA
1464
Clear Point Advisors
New York
– -$36.6K -453 Closed
FWP
1465
FAS Wealth Partners
Kansas
– -$32.8K -406 Closed
MAM
1466
Marquette Asset Management
Minnesota
– -$32.7K -405 Closed
MCA
1467
Maryland Capital Advisors
Maryland
– -$18.7K -231 Closed
GTAM
1468
Global Trust Asset Management
Florida
– -$16.2K -200 Closed
CPG
1469
Cornerstone Planning Group
New Jersey
– -$15.5K -196 Closed
MWA
1470
MFA Wealth Advisors
Pennsylvania
– -$13.1K -162 Closed
BWP
1471
Baldwin Wealth Partners
Massachusetts
– -$12.1K -150 Closed
GJWM
1472
Gilliland Jeter Wealth Management
Arkansas
– -$11.6K -144 Closed
BHWM
1473
Beaird Harris Wealth Management
Texas
– -$10.1K -125 Closed
NFA
1474
Northwest Financial Advisors
Virginia
– -$8.89K -110 Closed
CWM
1475
CarsonAllaria Wealth Management
Illinois
– -$7.43K -92 Closed
56 57 58
59
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