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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 %
SGI
126
Swan Global Investments
Colorado
$10.6M -$1.5M -19,755 -12%
OCBCO
127
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.3M +$9.77M +129,113 +1,954%
Walleye Capital
128
Walleye Capital
New York
$10.2M -$3.82M -50,446 -27%
SSG
129
Summit Securities Group
New York
$10.1M +$9.94M +131,300 +6,252%
AM
130
AGF Management
Ontario, Canada
$9.84M -$13.1M -173,479 -57%
MCM
131
MAI Capital Management
Ohio
$9.69M +$249K +3,284 +3%
RCP
132
Rothschild Capital Partners
New York
$9.57M +$1.71M +22,632 +22%
ASN
133
Advisory Services Network
Georgia
$9.5M -$73.5K -971 -0.8%
BFIC
134
Bedell Frazier Investment Counselling
California
$9.33M -$210K -2,781 -2%
FC
135
Forte Capital
New York
$9.3M +$204K +2,696 +2%
TTWM
136
TCV Trust & Wealth Management
Virginia
$9.25M +$106K +1,403 +1%
PFS
137
Prospera Financial Services
Texas
$9.18M +$4.15M +54,772 +82%
Hudson Bay Capital Management
138
Hudson Bay Capital Management
Connecticut
$9.16M -$4.54M -60,000 -33%
KIA
139
KCM Investment Advisors
California
$8.96M -$205K -2,706 -2%
AI
140
Atria Investments
North Carolina
$8.86M -$793K -10,482 -8%
SPC
141
Spirepoint Private Client
Florida
$8.76M +$659K +8,709 +8%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$8.71M -$17.2M -226,527 -66%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$8.6M +$191K +2,524 +2%
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$8.44M -$9.31K -123 -0.1%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$8.39M -$1.28M -16,911 -13%
Cerity Partners
146
Cerity Partners
New York
$8.3M +$428K +5,654 +5%
NA
147
NewEdge Advisors
Louisiana
$8.3M -$431K -5,691 -5%
SA
148
Sanctuary Advisors
Indiana
$8.25M -$245K -3,132 -3%
DWM
149
Dakota Wealth Management
Florida
$8.21M +$440K +5,817 +6%
GB
150
Gunma Bank
Japan
$8.12M +$8.12M +107,300 New
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