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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
VWM
526
Venturi Wealth Management
Texas
$1.02M +$52.9K +1,540 +5%
PA
527
Parallel Advisors
California
$1.02M -$56.7K -1,652 -5%
TNAM
528
Terra Nova Asset Management
New York
$1.02M +$606K +17,648 +145%
HI
529
Harper Investing
California
$1.02M +$590K +17,186 +136%
SWA
530
Stratos Wealth Advisors
Ohio
$999K +$453K +13,202 +82%
AF
531
Arrow Financial
New York
$996K -$30.2K -878 -3%
SFG
532
Sowa Financial Group
Rhode Island
$994K -$282K -8,224 -22%
VVP
533
Venture Visionary Partners
Ohio
$992K -$305K -8,886 -23%
IAN
534
Integrated Advisors Network
Texas
$980K +$21.7K +632 +2%
AWS
535
Arkfeld Wealth Strategies
Nebraska
$980K +$3.71K +108 +0.4%
LFAS
536
Level Four Advisory Services
Texas
$970K +$522K +15,196 +114%
GHA
537
Granite Harbor Advisors
Texas
$969K +$44.9K +1,308 +5%
AWM
538
Accel Wealth Management
Iowa
$965K -$31.2K -908 -3%
WP
539
WealthShield Partners
North Carolina
$955K +$817K +23,800 +561%
SSWM
540
Strait & Sound Wealth Management
California
$955K +$465K +13,552 +94%
SW
541
SVB Wealth
Massachusetts
$954K -$54.3K -1,580 -5%
CCAL
542
City Center Advisors LLC
Michigan
$948K
TCMP
543
Thrive Capital Management (Pennsylvania)
Pennsylvania
$948K +$955K +27,816 New
SFS
544
Sowell Financial Services
Arkansas
$947K -$5.7K -166 -0.6%
OCM
545
One Capital Management
California
$943K +$318K +9,262 +50%
RFC
546
Regions Financial Corp
Alabama
$938K -$84.5K -2,460 -8%
BWM
547
Birchcreek Wealth Management
Ohio
$938K -$375K -10,912 -28%
SDAM
548
Shulman DeMeo Asset Management
New York
$938K -$14.6K -424 -2%
Legal & General Group
549
Legal & General Group
United Kingdom
$934K +$309K +9,000 +50%
TSWM
550
Triangle Securities Wealth Management
North Carolina
$932K -$23.9K -696 -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.