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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
LDB
501
Lee, Danner & Bass
Tennessee
$1.14M +$1.15M +33,578 New
CP
502
Castleview Partners
Texas
$1.14M -$27.5K -802 -2%
JCFM
503
JBR Co Financial Management
Oklahoma
$1.14M +$570K +16,590 +98%
AWM
504
Avior Wealth Management
Nebraska
$1.14M -$390K -11,362 -25%
NF
505
Nvest Financial
New Hampshire
$1.12M +$94.2K +2,742 +9%
MFG
506
Magnus Financial Group
New York
$1.12M +$183K +5,328 +19%
FCI
507
Financial Counselors Inc
Kansas
$1.12M +$16.1K +468 +1%
CA
508
Corrado Advisors
New Jersey
$1.12M +$59.6K +1,736 +6%
TIAA Trust, National Association
509
TIAA Trust, National Association
North Carolina
$1.12M -$96K -2,794 -8%
WIM
510
Westside Investment Management
California
$1.11M +$46.5K +1,354 +4%
SWP
511
Stratos Wealth Partners
Ohio
$1.1M -$52.2K -1,520 -4%
VFPW
512
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.1M +$8.65K +252 +0.8%
HI
513
Horizon Investments
North Carolina
$1.1M +$273K +7,962 +33%
CAL
514
Capital Advisors Ltd
Ohio
$1.08M -$136K -3,960 -11%
SB
515
Strategic Blueprint
Georgia
$1.08M +$109K +3,186 +11%
NS
516
NBC Securities
Alabama
$1.07M -$45K -1,310 -4%
CCB
517
Country Club Bank
Missouri
$1.07M -$210K -6,126 -16%
HIA
518
Harbor Investment Advisory
Maryland
$1.07M -$59.2K -1,724 -5%
PIMG
519
Patriot Investment Management Group
Tennessee
$1.07M -$111K -3,240 -9%
D
520
Diversified
Delaware
$1.06M -$14.5K -422 -1%
TB
521
Treynor Bancshares
Iowa
$1.06M +$59.6K +1,736 +6%
WWM
522
Western Wealth Management
Colorado
$1.05M -$67.7K -1,972 -6%
Brown Advisory
523
Brown Advisory
Maryland
$1.04M +$247K +7,200 +31%
PWG
524
Private Wealth Group
Florida
$1.02M
AFS
525
AFG Fiduciary Services
Massachusetts
$1.02M +$69.5K +2,024 +8%

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.