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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
SF
376
Synovus Financial
Georgia
$1.9M -$36.3K -1,058 -2%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$1.89M -$1.01M -29,460 -35%
SC
378
Syon Capital
California
$1.88M +$3.37K +98 +0.2%
ATPW
379
Ashton Thomas Private Wealth
Arizona
$1.88M +$86.8K +2,528 +5%
ClearBridge Investments
380
ClearBridge Investments
New York
$1.87M
TCA
381
Transcend Capital Advisors
New Jersey
$1.84M -$108K -3,130 -5%
FIM
382
Freedom Investment Management
Connecticut
$1.84M +$15.9K +462 +0.9%
CIA
383
Choate Investment Advisors
Massachusetts
$1.84M -$113K -3,300 -6%
AIC
384
Ayalon Insurance Company
Israel
$1.84M -$63K -1,834 -3%
SFP
385
Shepherd Financial Partners
Massachusetts
$1.83M +$54K +1,572 +3%
AF
386
Alerus Financial
North Dakota
$1.83M +$203K +5,924 +12%
PP
387
Patten & Patten
Tennessee
$1.82M -$44K -1,282 -2%
PAS
388
Park Avenue Securities
New York
$1.79M +$548K +15,952 +43%
CB
389
Commerce Bank
Missouri
$1.77M -$131K -3,806 -7%
FFN
390
Focus Financial Network
Minnesota
$1.74M -$163K -4,742 -9%
MBTD
391
Mechanics Bank - Trust Department
California
$1.74M +$9.14K +266 +0.5%
IF
392
Intrua Financial
Texas
$1.73M +$977K +28,458 +127%
Jones Financial Companies
393
Jones Financial Companies
Missouri
$1.73M +$1.38M +40,048 +371%
M&T Bank
394
M&T Bank
New York
$1.73M +$36.7K +1,070 +2%
TW
395
TrinityPoint Wealth
Connecticut
$1.72M -$88K -2,562 -5%
STA
396
Smith Thornton Advisors
Alabama
$1.72M +$1.74M +50,534 New
MWPCG
397
Measured Wealth Private Client Group
New Hampshire
$1.72M +$618K +17,984 +55%
CI
398
CX Institutional
Indiana
$1.72M -$104K -3,038 -6%
WIA
399
World Investment Advisors
California
$1.72M +$1.73M +50,350 New
STA
400
Summit Trail Advisors
New York
$1.71M -$2.8M -81,638 -62%

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.