We are live on ! Find out more
XLU icon

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
ST
276
Sabal Trust
Florida
$3.14M +$644K +18,746 +26%
KPWS
277
Kestra Private Wealth Services
Texas
$3.11M -$119K -3,474 -4%
AA
278
Apriem Advisors
California
$3.07M
TPWA
279
TRUE Private Wealth Advisors
Oregon
$3.07M +$2.38M +69,264 +333%
PFS
280
Prospera Financial Services
Texas
$3.05M -$58.8K -1,712 -2%
IA
281
IFP Advisors
Florida
$3.04M +$830K +24,174 +37%
PWM
282
Perigon Wealth Management
California
$3.03M +$1.53M +44,542 +100%
EFS
283
Econ Financial Services
Pennsylvania
$3.03M -$6.8K -198 -0.2%
FIA
284
Foundations Investment Advisors
Arizona
$2.99M +$967K +28,146 +47%
HA
285
Hamel Associates
New Jersey
$2.98M
JMFC
286
J.M. Forbes & Co
Massachusetts
$2.95M -$18K -524 -0.6%
TFA
287
Toth Financial Advisory
Virginia
$2.94M +$1.56M +45,518 +111%
PCMF
288
Private Capital Management (Florida)
Florida
$2.93M -$7.14K -208 -0.2%
EIP
289
Ellis Investment Partners
Pennsylvania
$2.92M +$326K +9,504 +12%
TCOO
290
Trust Company of Oklahoma
Oklahoma
$2.9M -$7.21K -210 -0.2%
KeyBank National Association
291
KeyBank National Association
Ohio
$2.9M -$44.5K -1,296 -1%
TF
292
Theory Financial
Colorado
$2.88M +$2.91M +84,648 New
Fidelity Investments
293
Fidelity Investments
Massachusetts
$2.86M +$751K +21,880 +35%
CCA
294
Cadent Capital Advisors
Oklahoma
$2.86M +$2.88M +83,828 New
PCOTEOTHU
295
Provident Company of the Employees of the Hebrew University
Israel
$2.85M +$1.32M +38,496 +85%
GI
296
GAMCO Investors
Connecticut
$2.85M +$2.87M +83,690 New
DLCIG
297
D.L. Carlson Investment Group
New Hampshire
$2.82M +$885K +25,768 +45%
NB
298
NBT Bank
New York
$2.81M -$42.3K -1,232 -1%
WA
299
Waverly Advisors
Alabama
$2.79M -$169K -4,908 -6%
DADC
300
D.A. Davidson & Co
Montana
$2.78M +$606K +17,650 +28%

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.