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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
PTC
426
Private Trust Company
Ohio
$1.48M +$136K +3,966 +10%
TC
427
Trust Company
Kansas
$1.48M -$26.1K -760 -2%
KWM
428
Kingsview Wealth Management
Oregon
$1.48M -$403K -11,724 -21%
AI
429
AdvisorShares Investments
Maryland
$1.48M +$1.5M +43,600 New
Wealthfront Advisers
430
Wealthfront Advisers
California
$1.47M +$566K +16,478 +62%
CIC
431
Chilton Investment Company
Connecticut
$1.47M
HCM
432
Hollencrest Capital Management
California
$1.46M
LMKC
433
L.M. Kohn & Company
Ohio
$1.45M +$638K +18,564 +77%
WA
434
WP Advisors
California
$1.45M -$74.4K -2,166 -5%
RIA
435
Realta Investment Advisors
Delaware
$1.45M +$714K +20,780 +96%
PFA
436
Peak Financial Advisors
Colorado
$1.43M +$1.44M +42,020 New
IMC Chicago
437
IMC Chicago
Illinois
$1.43M +$1.44M +41,978 New
LFA
438
Laraway Financial Advisors
Minnesota
$1.43M -$14.8K -430 -1%
PG
439
Proffitt & Goodson
Tennessee
$1.42M -$45.1K -1,312 -3%
NCM
440
NCM Capital Management
New Jersey
$1.42M +$33.5K +976 +2%
GC
441
Guidance Capital
Kentucky
$1.41M +$45.3K +1,320 +4%
PSCM
442
Per Stirling Capital Management
Texas
$1.41M +$1.42M +41,260 New
TFA
443
Teamwork Financial Advisors
Texas
$1.4M +$756K +22,022 +115%
PFSC
444
Peoples Financial Services Corp
Pennsylvania
$1.4M -$62.2K -1,812 -4%
HCMG
445
Howard Capital Management Group
California
$1.4M +$235K +6,852 +20%
RCA
446
Ranch Capital Advisors
Florida
$1.39M +$22.7K +660 +2%
KOMWMG
447
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.39M +$2.88K +84 +0.2%
1SB
448
1ST Source Bank
Indiana
$1.39M -$7.08K -206 -0.5%
AWM
449
AE Wealth Management
Kansas
$1.39M -$52.3K -1,524 -4%
MCM
450
Manchester Capital Management
Vermont
$1.39M -$200K -5,814 -12%

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.