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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
JGC
626
J. Goldman & Co
New York
$693K -$1.52M -44,360 -69%
DI
627
Diligent Investors
California
$692K -$6.8K -198 -1%
MAM
628
MMA Asset Management
Pennsylvania
$692K -$392K -11,420 -36%
MWM
629
Meridian Wealth Management
Kentucky
$691K +$698K +20,326 New
AFM
630
Abbot Financial Management
Massachusetts
$688K +$694K +20,200 New
ZIG
631
Zurich Insurance Group
Switzerland
$688K -$2.32M -67,480 -76%
TYCC
632
Texas Yale Capital Corp
Florida
$687K
SWM
633
Stockman Wealth Management
Montana
$677K -$22.9K -668 -3%
VWM
634
Vigilare Wealth Management
Arizona
$674K +$679K +19,782 New
MFIM
635
Mesirow Financial Investment Management
Illinois
$673K -$126K -3,658 -16%
PA
636
PSI Advisors
Florida
$673K +$151K +4,382 +29%
AFG
637
Atomi Financial Group
New York
$672K +$677K +19,720 New
TA
638
TrueWealth Advisors
Alabama
$666K +$54.9K +1,598 +9%
JSSH
639
J. Safra Sarasin Holding
$664K +$669K +19,480 New
MCM
640
MontVue Capital Management
Virginia
$663K -$8.79K -256 -1%
KP
641
Keel Point
Alabama
$660K +$4.81K +140 +0.8%
IAIM
642
International Assets Investment Management
Florida
$660K +$83K +2,418 +14%
BIA
643
Barry Investment Advisors
Massachusetts
$651K -$206 -6 -0%
AA
644
Axiom Advisory
California
$649K +$649K +18,900 New
HSA
645
HBK Sorce Advisory
Pennsylvania
$649K +$392K +11,400 +149%
TP
646
Tranquility Partners
Tennessee
$648K -$18.7K -544 -3%
PAMG
647
Patton Albertson Miller Group
Tennessee
$647K -$11.2K -326 -2%
CB
648
Centennial Bank
Arkansas
$645K -$20.6K -600 -3%
SC
649
Stolper & Co
Oklahoma
$643K -$7.28K -212 -1%
UAS
650
United Asset Strategies
New York
$639K -$24.2K -704 -4%

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.