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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.13B 13,934,519 +2,875,414 +26%
Bank of America
2
Bank of America
North Carolina
$1.08B 13,410,491 -727,682 -5%
Goldman Sachs
3
Goldman Sachs
New York
$697M 8,630,206 +987,685 +13%
LPL Financial
4
LPL Financial
California
$454M 5,624,545 +701,150 +14%
Bessemer Group
5
Bessemer Group
New Jersey
$420M 5,194,652 +3,352,632 +182%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$390M 4,822,766 -2,336,613 -33%
MMH
7
Menora Mivtachim Holdings
Israel
$328M 4,054,222 +3,406,722 +526%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$327M 4,050,269 +5,305 +0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$306M 3,790,778 +586,032 +18%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$282M 3,492,015 +3,491,684 +1,054,889%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$277M 3,431,337 +1,410,533 +70%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$269M 3,324,000 +200,000 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$267M 3,301,323 +777,698 +31%
UBS Group
14
UBS Group
Switzerland
$219M 2,705,265 +133,236 +5%
Wells Fargo
15
Wells Fargo
California
$214M 2,644,531 -42,757 -2%
Barclays
16
Barclays
United Kingdom
$185M 2,294,196 -883,641 -28%
FMI
17
Factory Mutual Insurance
Massachusetts
$182M 2,257,300 +106,100 +5%
RJA
18
Raymond James & Associates
Florida
$171M 2,120,778 -137,199 -6%
Citigroup
19
Citigroup
New York
$156M 1,935,199 -345,040 -15%
Ameriprise
20
Ameriprise
Minnesota
$143M 1,769,926 -654,858 -27%
Truist Financial
21
Truist Financial
North Carolina
$140M 1,728,772 +8,605 +0.5%
SCB
22
Saudi Central Bank
Saudi Arabia
$125M 1,549,733 – –
MIH
23
Meitav Investment House
Israel
$125M 1,548,858 +1,267,017 +450%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$125M 1,542,079 -150,950 -9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$123M 1,527,266 -1,456,716 -49%
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