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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$245M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$141M
3
PP
3
Peconic Partners
New York
$106M
4
N
4
Natixis
France
$113M
5
Barclays
5
Barclays
United Kingdom
$122M

Top Sellers

1
PIF
1
Public Investment Fund
Saudi Arabia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$723M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$0
5
UBS Group
5
UBS Group
Switzerland
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$835M 12,724,050 +448,122 +4%
Morgan Stanley
2
Morgan Stanley
New York
$723M 11,013,692 -10,353,208 -48%
Goldman Sachs
3
Goldman Sachs
New York
$395M 6,022,142 -414,063 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$286M 4,350,800 -674,500 -13%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$266M 4,045,694 -25 -0%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$245M 3,731,065 +2,175,471 +140%
LPL Financial
7
LPL Financial
California
$243M 3,697,122 -87,490 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$207M 3,148,109 -108,601 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$205M 3,124,000 – –
UBS Group
10
UBS Group
Switzerland
$183M 2,790,463 -2,173,930 -44%
Wells Fargo
11
Wells Fargo
California
$161M 2,451,657 -3,223,049 -57%
Ameriprise
12
Ameriprise
Minnesota
$158M 2,411,707 +239,090 +11%
RJA
13
Raymond James & Associates
Florida
$152M 2,311,037 +221,427 +11%
FMI
14
Factory Mutual Insurance
Massachusetts
$142M 2,156,000 -5,300 -0.2%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$141M 2,145,019 +2,116,245 +7,355%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$133M 2,027,861 -618,110 -23%
Citigroup
17
Citigroup
New York
$123M 1,879,051 -1,350,345 -42%
Barclays
18
Barclays
United Kingdom
$122M 1,853,070 +1,256,499 +211%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$120M 1,835,061 +66,209 +4%
Truist Financial
20
Truist Financial
North Carolina
$115M 1,758,149 -95,698 -5%
N
21
Natixis
France
$113M 1,714,586 +1,360,093 +384%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$111M 1,684,000 -1,336,292 -44%
PP
23
Peconic Partners
New York
$106M 1,611,484 +1,611,484 New
SCB
24
Saudi Central Bank
Saudi Arabia
$102M 1,549,733 – –
WA
25
WestEnd Advisors
North Carolina
$94.9M 1,445,497 +184,388 +15%
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