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State Street Utilities Select Sector SPDR ETF

1,193 hedge funds and large institutions have $10.5B invested in State Street Utilities Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 434 increasing their positions, 401 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 86

48% more funds holding in top 10

Funds holding in top 10: 2334 (+11)

18% more capital invested

Capital invested by funds: $8.89B → $10.5B (+$1.61B)

8.74% more ownership

Funds ownership: 143%151.74% (+8.7%)

7% more funds holding

Funds holding: 1,1141,193 (+79)

8% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 401

26% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.98B

Holders
1,193
Holders Change
+79
Holders Change %
+7.09%
% of All Funds
17.23%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.49%
New
180
Increased
434
Reduced
401
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
251
L.J. Altfest & Co
New York
$3.57M +$1.98M +57,664 +122%
AMI
252
Amica Mutual Insurance
Rhode Island
$3.54M -$2.82M -82,094 -44%
CF
253
Centaurus Financial
California
$3.53M +$3.05M +88,878 +608%
MFS
254
Mirabella Financial Services
United Kingdom
$3.52M +$3.55M +103,460 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$3.52M -$456K -13,272 -11%
RIA
256
Regal Investment Advisors
Michigan
$3.5M +$30.3K +882 +0.9%
LPT
257
Legacy Private Trust
Wisconsin
$3.47M +$496K +14,454 +17%
RC
258
Roundview Capital
New Jersey
$3.45M -$104K -3,018 -3%
IA
259
IFG Advisory
Georgia
$3.4M +$90.8K +2,644 +3%
BCA
260
Bray Capital Advisors
Florida
$3.38M +$109K +3,184 +3%
WQ
261
Wealth Quarterback
New Jersey
$3.37M -$258K -7,510 -7%
William Blair & Company
262
William Blair & Company
Illinois
$3.33M -$547K -15,926 -14%
HWA
263
HCR Wealth Advisors
California
$3.33M +$33.1K +964 +1%
EWA
264
EP Wealth Advisors
California
$3.33M -$59.5K -1,732 -2%
AA
265
AlphaMark Advisors
Kentucky
$3.31M +$11.9K +346 +0.4%
FG
266
Fiduciary Group
Georgia
$3.28M +$33.7K +980 +1%
PFP
267
Paragon Financial Partners
California
$3.27M +$9.55K +278 +0.3%
GRP
268
Global Retirement Partners
California
$3.27M -$48.9K -1,424 -1%
CWM
269
Cranbrook Wealth Management
Michigan
$3.26M -$111K -3,244 -3%
WIM
270
Waycross Investment Management
Washington
$3.26M +$11.4K +332 +0.3%
PWAC
271
Private Wealth Advisors (California)
California
$3.26M +$3.31M +96,284 New
HIP
272
Harrell Investment Partners
Texas
$3.21M +$1.12M +32,700 +53%
VSI
273
Verde Servicos Internacionais
Brazil
$3.2M +$3.22M +93,872 New
WS
274
Wedbush Securities
California
$3.17M -$328K -9,540 -9%
CTC
275
Central Trust Company
Missouri
$3.15M -$72K -2,096 -2%

XLU Hedge Fund Activity: Q2 2024 in Review

1,193 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2024, worth a combined $10.5B — up 18% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new XLU positions and 86 closed out — a net gain of 94 holders — while 434 added to existing stakes and 401 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $459M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $227M.

  • 1,193 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2024, up from 1,114 in Q1 2024.
  • Funds reported $10.5B of State Street Utilities Select Sector SPDR ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 180 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2024 and 86 closed out, a net change of +94 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $459M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $227M sold.

Based on aggregated 13F filings for Q2 2024.