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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
Verition Fund Management
301
Verition Fund Management
Connecticut
$2.76M +$2.78M +81,000 New
WF
302
Wayfinding Financial
Washington
$2.73M -$65.5K -1,906 -2%
MCM
303
MV Capital Management
Maryland
$2.71M -$164K -4,784 -6%
ABC
304
Associated Banc-Corp
Wisconsin
$2.7M +$193K +5,622 +8%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$2.69M +$1.3M +37,914 +92%
ONB
306
Old National Bancorp
Indiana
$2.69M -$368K -10,720 -12%
IP
307
Investment Partners
Ohio
$2.67M
KWM
308
Koa Wealth Management
California
$2.66M +$74.3K +2,162 +3%
FMC
309
First Merchants Corp
Indiana
$2.61M -$74.5K -2,168 -3%
SSA
310
Schonfeld Strategic Advisors
New York
$2.6M +$2.33M +67,970 +802%
WA
311
WBH Advisory
Maryland
$2.57M -$10.5K -306 -0.4%
TWC
312
TD Waterhouse Canada
Ontario, Canada
$2.56M +$1.2M +34,898 +86%
GM
313
GeoWealth Management
Illinois
$2.51M +$868K +25,284 +52%
RJT
314
Raymond James Trust
Florida
$2.51M +$187K +5,446 +8%
GCA
315
Greenwood Capital Associates
South Carolina
$2.5M +$197K +5,728 +8%
PFT
316
Providence First Trust
Arizona
$2.5M +$2.61K +76 +0.1%
CWM
317
Collaborative Wealth Management
Florida
$2.5M -$147K -4,282 -6%
AAS
318
Ameritas Advisory Services
Nebraska
$2.49M +$401K +11,668 +19%
RA
319
RFG Advisory
Alabama
$2.49M +$1.89M +55,120 +308%
CIM
320
CIM Investment Management
Pennsylvania
$2.48M -$14.6K -424 -0.6%
FMTCOCP
321
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.48M -$5.15K -150 -0.2%
LCM
322
LCM Capital Management
Illinois
$2.47M +$18.5K +540 +0.7%
ANTB
323
AMG National Trust Bank
Colorado
$2.47M +$722K +21,036 +41%
SVWAG
324
Sound View Wealth Advisors Group
Georgia
$2.47M +$248K +7,234 +11%
PPFA
325
Provida Pension Fund Administrator
Chile
$2.46M

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.