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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
OC
551
Oppenheimer & Co
New York
$928K -$618K -17,984 -40%
AWA
552
Arkadios Wealth Advisors
Georgia
$928K +$151K +4,390 +19%
CAC
553
Certified Advisory Corp
Florida
$928K +$116K +3,368 +14%
VA
554
Valmark Advisers
Ohio
$926K -$5.56K -162 -0.6%
FTIS
555
First Trust Investment Solutions
Florida
$926K -$120K -3,494 -11%
SCM
556
Sage Capital Management
New Jersey
$923K +$5.43K +158 +0.6%
FHA
557
First Horizon Advisors
Tennessee
$923K -$96.8K -2,818 -9%
CCG
558
Cypress Capital Group
Florida
$921K -$3.44K -100 -0.4%
SSW
559
Stone Summit Wealth
Florida
$919K -$41.6K -1,210 -4%
RCA
560
Resonant Capital Advisors
Wisconsin
$918K +$238K +6,930 +35%
MWM
561
Moulton Wealth Management
Washington
$915K +$909K +26,454 New
MYIA
562
Mount Yale Investment Advisors
Colorado
$907K -$153K -4,442 -14%
MBT
563
Montecito Bank & Trust
California
$901K -$144K -4,190 -14%
TCM
564
Telos Capital Management
California
$897K -$3.37K -98 -0.4%
FMWA
565
Forvis Mazars Wealth Advisors
Missouri
$896K -$90K -2,620 -9%
MFG
566
Merit Financial Group
Georgia
$895K -$15.9K -464 -2%
NCM
567
Narwhal Capital Management
Georgia
$887K -$27.5K -800 -3%
CA
568
Cornerstone Advisory
Maryland
$886K -$669K -19,480 -43%
SIC
569
Samalin Investment Counsel
New York
$874K +$16.3K +476 +2%
OFS
570
OneAscent Financial Services
Alabama
$873K -$225K -6,556 -20%
CIA
571
Cladis Investment Advisory
Montana
$871K +$13.9K +404 +2%
AI
572
Atom Investors
Texas
$870K -$812K -23,630 -48%
BL
573
BFSG LLC
California
$868K +$10.1K +294 +1%
AF
574
Apexium Financial
Texas
$857K +$42.3K +1,232 +5%
SC
575
Shay Capital
New York
$852K +$859K +25,000 New

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.