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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
SIM
451
SSI Investment Management
California
$1.38M -$1.1K -32 -0.1%
Zurich Cantonal Bank
452
Zurich Cantonal Bank
Switzerland
$1.38M +$1.39M +40,496 New
NL
453
NVWM LLC
Pennsylvania
$1.38M +$884K +25,726 +174%
DBIA
454
Dumont & Blake Investment Advisors
New Jersey
$1.37M +$681K +19,818 +97%
CAL
455
Capital Analysts LLC
Pennsylvania
$1.37M +$1.12M +32,564 +432%
FHWM
456
Fox Hill Wealth Management
Massachusetts
$1.35M +$1.36M +39,736 New
Lido Advisors
457
Lido Advisors
California
$1.35M +$245K +7,122 +22%
PPP
458
Private Portfolio Partners
New Jersey
$1.35M -$78.4K -2,282 -5%
SC
459
Sykon Capital
New York
$1.35M +$1.36M +39,534 New
AIM
460
Aspen Investment Management
Michigan
$1.34M +$1.35M +39,370 New
FFS
461
Founders Financial Securities
Maryland
$1.33M +$408K +11,876 +44%
VWA
462
Visionary Wealth Advisors
Illinois
$1.33M -$54.5K -1,588 -4%
Millennium Management
463
Millennium Management
New York
$1.32M -$8.38M -243,918 -86%
SG
464
Sharper & Granite
California
$1.31M +$36.1K +1,050 +3%
CGFA
465
Colton Groome Financial Advisors
North Carolina
$1.31M -$35K -1,018 -3%
MFG
466
Midwest Financial Group
Kansas
$1.31M +$229K +6,662 +21%
AWM
467
Alterna Wealth Management
Texas
$1.29M +$956K +27,840 +275%
ZIG
468
Zuckerman Investment Group
Illinois
$1.29M +$220K +6,402 +20%
SW
469
SMART Wealth
Nebraska
$1.29M +$825K +24,028 +175%
AWM
470
Apollon Wealth Management
South Carolina
$1.29M +$9.48K +276 +0.7%
KA
471
Kercheville Advisors
Texas
$1.28M +$1.29M +37,600 New
HHGC
472
Hunting Hill Global Capital
New York
$1.26M +$820K +23,886 +182%
IGWM
473
ICA Group Wealth Management
Colorado
$1.26M -$35.9K -1,044 -3%
GJIA
474
Glass Jacobson Investment Advisors
Maryland
$1.26M -$1.72K -50 -0.1%
HH
475
Hilltop Holdings
Texas
$1.25M +$459K +13,378 +57%

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.