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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 %
DWM
176
Dakota Wealth Management
Florida
$8.29M 102,586 -2,492 -2%
AWM
177
AE Wealth Management
Kansas
$8.28M 102,502 +82,078 +402%
Charles Schwab
178
Charles Schwab
California
$8.11M 100,412 -3,283 -3%
AAG
179
Armstrong Advisory Group
Massachusetts
$8M 99,071 -15,484 -14%
AWM
180
Accurate Wealth Management
Florida
$7.88M 97,752 -20,154 -17%
HBWM
181
Hollow Brook Wealth Management
New York
$7.78M 96,354 -70 -0.1%
KF
182
Krilogy Financial
Missouri
$7.78M 96,294 +517 +0.5%
BFM
183
Boothbay Fund Management
New York
$7.61M 94,255 -1,000 -1%
SG
184
Sourcerock Group
Colorado
$7.61M 94,255 – –
FIS
185
Fischer Investment Strategies
California
$7.55M 93,410 +93,410 New
BEI
186
Benjamin Edwards Inc
Missouri
$7.5M 92,874 +83,680 +910%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$7.49M 92,671 +17,753 +24%
SPC
188
Sigma Planning Corp
Michigan
$7.48M 92,584 -845 -0.9%
KHLMVGHM
189
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.46M 92,314 – –
SMFG
190
Sumitomo Mitsui Financial Group
Japan
$7.43M 91,933 -5,711 -6%
PWM
191
Power Wealth Management
Georgia
$7.32M 90,606 +6,389 +8%
NA
192
Nottingham Advisors
New York
$7.28M 90,110 +12,947 +17%
DC
193
Davenport & Co
Virginia
$7.28M 90,071 -7,523 -8%
VCM
194
Virtue Capital Management
Tennessee
$7.14M 88,355 +60,176 +214%
Edgewood Management
195
Edgewood Management
Connecticut
$7.13M 88,286 – –
TF
196
Trek Financial
Arizona
$7.09M 87,801 +3,014 +4%
RSWM
197
Robertson Stephens Wealth Management
California
$7.06M 87,432 +69,387 +385%
CAG
198
Csenge Advisory Group
Florida
$7.05M 88,964 +2,880 +3%
AWA
199
Adapt Wealth Advisors
Georgia
$6.93M 85,784 +6,919 +9%
PA
200
Pineridge Advisors
Missouri
$6.93M 85,753 +20,335 +31%
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