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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.

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)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$163M
3
Raymond James Financial
3
Raymond James Financial
Florida
$118M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
MB
5
Mizuho Bank
Japan
$111M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.13M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$19.8M
3
Bank of America
3
Bank of America
North Carolina
$769M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.6M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.91B 25,180 -415 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.02B 13,453,885 -480,634 -3%
Bank of America
3
Bank of America
North Carolina
$769M 10,155,217 -3,255,274 -24%
Goldman Sachs
4
Goldman Sachs
New York
$557M 7,356,458 -1,273,748 -15%
Bessemer Group
5
Bessemer Group
New Jersey
$457M 6,034,838 +840,186 +16%
LPL Financial
6
LPL Financial
California
$423M 5,587,569 -36,976 -0.7%
UBS Group
7
UBS Group
Switzerland
$309M 4,081,176 +1,375,911 +51%
MMH
8
Menora Mivtachim Holdings
Israel
$297M 3,917,794 -136,428 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
9
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258M 3,408,635 +3,408,635 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$232M 3,060,000 -264,000 -8%
Wells Fargo
11
Wells Fargo
California
$203M 2,678,868 +34,337 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$183M 2,422,272 -879,051 -27%
Ameriprise
13
Ameriprise
Minnesota
$180M 2,385,632 +615,706 +35%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$176M 2,329,763 -1,720,506 -42%
FMI
15
Factory Mutual Insurance
Massachusetts
$171M 2,257,300 – –
Two Sigma Investments
16
Two Sigma Investments
New York
$163M 2,159,200 +2,159,200 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$136M 1,791,929 +264,663 +17%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$132M 1,738,652 -1,692,685 -49%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$127M 1,684,261 -1,807,754 -52%
SCB
20
Saudi Central Bank
Saudi Arabia
$121M 1,549,733 – –
Raymond James Financial
21
Raymond James Financial
Florida
$118M 1,558,305 +1,558,305 New
MB
22
Mizuho Bank
Japan
$111M 1,473,000 +1,023,000 +227%
MIH
23
Meitav Investment House
Israel
$93.7M 1,238,341 -310,517 -20%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$80.8M 1,068,052 +827,200 +343%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$74.6M 984,969 -2,805,809 -74%
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