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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 %
NAM
126
Nissay Asset Management
Japan
$13M 160,615 – –
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$13M 160,484 -427,177 -73%
SGI
128
Swan Global Investments
Colorado
$12.9M 159,272 -17,771 -10%
OBWG
129
Onyx Bridge Wealth Group
New York
$12.7M 157,818 +157,818 New
WAOI
130
Wealth Advisors of Iowa
Iowa
$12.5M 154,795 +154,795 New
GAB
131
German American Bancorp
Indiana
$12.4M 153,610 +10,634 +7%
RWA
132
Redhawk Wealth Advisors
Minnesota
$12.4M 153,541 +153,541 New
BWM
133
Biltmore Wealth Management
Arizona
$12.4M 153,399 -9,684 -6%
PIN
134
Prudent Investors Network
California
$12.3M 151,706 +17,821 +13%
PCIA
135
Prime Capital Investment Advisors
Kansas
$12.3M 151,672 -1,461 -1%
MASUI
136
MIRAE ASSET SECURITIES (USA) INC.
New York
$12.1M 150,024 -599,976 -80%
FSC
137
Full Sail Capital
Oklahoma
$12M 148,909 -829 -0.6%
PA
138
PFG Advisors
Arizona
$11.9M 147,529 +114,815 +351%
BCI
139
Brinker Capital Investments
Pennsylvania
$11.8M 146,148 +19,606 +15%
OPS
140
Orion Portfolio Solutions
Nebraska
$11.8M 146,148 +19,606 +15%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$11.7M 145,327 +14,449 +11%
EC
142
Estate Counselors
Wisconsin
$11.4M 141,660 -495 -0.3%
Tudor Investment Corp
143
Tudor Investment Corp
Connecticut
$11.4M 140,857 -283,787 -67%
STA
144
Summit Trail Advisors
New York
$11.1M 136,952 +111,827 +445%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$10.6M 131,791 +109,991 +505%
BlackRock
146
BlackRock
New York
$10.5M 129,760 -540,165 -81%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$10.3M 127,725 +64,520 +102%
AI
148
Atria Investments
North Carolina
$10.3M 127,482 +1,208 +1%
BFIC
149
Bedell Frazier Investment Counselling
California
$10.2M 126,077 +2,025 +2%
VF
150
Virtu Financial
New York
$10.1M 125,243 +125,243 New
4 5
6
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