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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 %
RSWM
176
Robertson Stephens Wealth Management
California
$6.71M +$91K +1,202 +1%
CAG
177
Csenge Advisory Group
Florida
$6.71M -$28.1K -371 -0.4%
IWC
178
Integrated Wealth Concepts
Massachusetts
$6.7M -$1.1M -14,580 -14%
Edgewood Management
179
Edgewood Management
Connecticut
$6.68M – – –
IWM
180
IHT Wealth Management
Illinois
$6.53M +$817K +10,790 +14%
MCB
181
Morton Community Bank
Illinois
$6.46M +$2.27K +30 +0%
NA
182
Nottingham Advisors
New York
$6.26M -$556K -7,346 -8%
SPC
183
Sigma Planning Corp
Michigan
$6.24M -$766K -10,125 -11%
MWM
184
Modern Wealth Management
Kansas
$6.11M +$6.11M +80,752 New
TF
185
Trek Financial
Arizona
$6.1M -$543K -7,176 -8%
P
186
&Partners
Tennessee
$6.07M +$1.92M +24,924 +46%
RAM
187
Riggs Asset Management
Pennsylvania
$6.03M +$54.1K +714 +0.9%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$5.96M +$2.66M +35,084 +80%
Comerica Bank
189
Comerica Bank
Texas
$5.94M -$265K -3,504 -4%
VRM
190
Vectors Research Management
New York
$5.92M -$362K -4,778 -6%
Chevy Chase Trust
191
Chevy Chase Trust
Maryland
$5.89M +$493K +6,512 +9%
VF
192
Vista Finance
Missouri
$5.88M -$33K -436 -0.6%
BHWM
193
Bar Harbor Wealth Management
New Hampshire
$5.85M +$68.4K +904 +1%
SAM
194
Silvercrest Asset Management
New York
$5.84M +$15.9K +210 +0.3%
BCM
195
Beaumont Capital Management
Massachusetts
$5.83M +$1.3M +17,127 +29%
GS
196
GTS Securities
New York
$5.74M -$13.6M -179,249 -70%
SWM
197
Spire Wealth Management
Virginia
$5.71M +$110K +1,448 +2%
PCTC
198
Perkins Coie Trust Company
Washington
$5.66M -$84.9K -1,122 -1%
IA
199
IFG Advisory
Georgia
$5.63M +$1.22M +16,064 +28%
GCM
200
Graham Capital Management
Connecticut
$5.6M -$9.44M -124,725 -63%
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