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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
BCM
601
Boltwood Capital Management
California
$776K -$91.8K -2,674 -11%
PWW
602
Pettyjohn Wood & White
Virginia
$776K +$3.09K +90 +0.4%
GVAG
603
Great Valley Advisor Group
Delaware
$772K -$56.8K -1,654 -7%
PWM
604
Prentice Wealth Management
New York
$770K
JCM
605
Jacobi Capital Management
Pennsylvania
$763K +$435K +12,670 +130%
AFO
606
Allie Family Office
Florida
$763K +$121K +3,510 +19%
TSWM
607
Tyler-Stone Wealth Management
Ohio
$761K +$17.2K +502 +2%
MSAM
608
Moloney Securities Asset Management
Missouri
$759K +$16.8K +490 +2%
MWA
609
Midland Wealth Advisors
Illinois
$754K -$116K -3,378 -13%
RFA
610
Resurgent Financial Advisors
Georgia
$750K -$1.67M -48,662 -69%
IHL
611
Investment House LLC
California
$739K +$41.2K +1,200 +6%
ACI
612
Alpha Cubed Investments
California
$739K -$10.4K -302 -1%
EL
613
Essex LLC
Illinois
$737K +$21.2K +618 +3%
OIA
614
OneDigital Investment Advisors
Kansas
$735K +$142K +4,124 +24%
ATS
615
Ashton Thomas Securities
New York
$733K +$730K +21,256 New
WWM
616
Waterway Wealth Management
Texas
$731K +$279K +8,132 +61%
SFG
617
SNS Financial Group
Minnesota
$729K -$64.2K -1,870 -8%
CPRC
618
Consolidated Portfolio Review Corp
New York
$728K +$207K +6,014 +39%
FTA
619
Financial & Tax Architects
Missouri
$719K +$724K +21,092 New
Neuberger Berman Group
620
Neuberger Berman Group
New York
$711K -$104K -3,014 -13%
DC
621
Destiny Capital
Colorado
$710K -$20.5K -596 -3%
SLWA
622
San Luis Wealth Advisors
California
$710K -$14.1K -410 -2%
PWM
623
Penobscot Wealth Management
Maine
$697K +$14.3K +416 +2%
PIA
624
Powell Investment Advisors
Florida
$696K
SIC
625
Salem Investment Counselors
North Carolina
$696K +$44.8K +1,304 +7%

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.