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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 %
KL
151
KWMG LLC
Kansas
$8.1M -$71.1K -939 -0.9%
USCWA
152
U.S. Capital Wealth Advisors
Texas
$8.02M +$9.39K +124 +0.1%
CWM
153
Cordatus Wealth Management
Pennsylvania
$7.87M +$5.33M +70,370 +210%
JWCA
154
J.W. Cole Advisors
Florida
$7.83M -$940K -12,415 -11%
AAG
155
Armstrong Advisory Group
Massachusetts
$7.8M +$306K +4,039 +4%
MPM
156
Meritage Portfolio Management
Kansas
$7.79M -$149K -1,966 -2%
CIA
157
Capital Investment Advisors
Georgia
$7.73M -$34.4K -455 -0.4%
FIB
158
First Interstate Bank
Montana
$7.66M -$171K -2,257 -2%
MASUI
159
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.65M -$3.71M -48,974 -33%
Renaissance Technologies
160
Renaissance Technologies
New York
$7.63M -$5.61M -74,100 -42%
SW
161
SteelPeak Wealth
California
$7.53M +$6.9M +91,140 +1,089%
BEI
162
Benjamin Edwards Inc
Missouri
$7.51M +$475K +6,272 +7%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$7.46M +$446K +5,894 +6%
VCM
164
Virtue Capital Management
Tennessee
$7.42M +$733K +9,688 +11%
WS
165
Wela Strategies
Georgia
$7.38M +$7.38M +118,421 New
HBWM
166
Hollow Brook Wealth Management
New York
$7.29M – – –
GL
167
Graypoint LLC
New York
$7.28M +$1.41M +18,683 +24%
TI
168
Tidal Investments
Wisconsin
$7.22M +$2.32M +30,692 +47%
ACM
169
Avalon Capital Management
California
$7.2M -$1.42M -18,765 -16%
Charles Schwab
170
Charles Schwab
California
$7.19M -$405K -5,354 -5%
KF
171
Krilogy Financial
Missouri
$7.1M -$186K -2,458 -3%
CIA
172
Concurrent Investment Advisors
Florida
$7.03M -$5.74M -75,798 -45%
SMFG
173
Sumitomo Mitsui Financial Group
Japan
$6.97M +$15K +198 +0.2%
BPA
174
Beacon Pointe Advisors
California
$6.89M +$480K +6,340 +7%
Creative Planning
175
Creative Planning
Kansas
$6.81M +$1.34M +17,748 +25%
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