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
LWM
401
Lionsbridge Wealth Management
Florida
$1.71M +$1.72M +50,202 New
LWANC
402
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M -$66K -1,922 -4%
HVIA
403
Hudson Valley Investment Advisors
New York
$1.69M +$12.1K +352 +0.7%
BCM
404
Brookstone Capital Management
Illinois
$1.68M +$697K +20,282 +73%
PWP
405
Perfromance Wealth Partners
Illinois
$1.65M -$40K -1,164 -2%
HMS
406
Hanseatic Management Services
New Mexico
$1.64M +$1.65M +48,084 New
SAM
407
Securian Asset Management
Minnesota
$1.64M
IFPG
408
Intrepid Financial Planning Group
Indiana
$1.63M +$13.5K +394 +0.8%
SI
409
Stephens Inc
Arkansas
$1.63M +$95.6K +2,784 +6%
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$1.62M +$468K +13,612 +41%
IFA
411
Interactive Financial Advisors
Illinois
$1.61M -$79.6K -2,318 -5%
JIC
412
Johnson Investment Counsel
Ohio
$1.59M -$48.8K -1,422 -3%
SWM
413
Sendero Wealth Management
Texas
$1.59M -$86.4K -2,516 -5%
WIC
414
Woodmont Investment Counsel
Tennessee
$1.57M -$35.5K -1,034 -2%
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$1.57M +$60.3K +1,756 +4%
AWP
416
Accretive Wealth Partners
New Jersey
$1.56M +$23.6K +686 +2%
FAIM
417
Financial Advocates Investment Management
Washington
$1.56M +$314K +9,148 +25%
PPWP
418
Premier Path Wealth Partners
New Jersey
$1.56M -$125K -3,626 -7%
FSA
419
Franklin Street Advisors
North Carolina
$1.55M +$882K +25,668 +129%
JF
420
JSF Financial
California
$1.54M +$91.7K +2,670 +6%
SL
421
Savior LLC
Massachusetts
$1.54M +$1.55M +45,084 New
Bank of New York Mellon
422
Bank of New York Mellon
New York
$1.52M +$123K +3,588 +9%
CWM
423
CIBC World Markets
New York
$1.51M -$2.03M -59,080 -57%
CIAS
424
Capital Investment Advisory Services
North Carolina
$1.49M -$298K -8,676 -17%
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$1.49M +$27.5K +800 +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.