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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
FCM
651
Fortis Capital Management
Washington
$636K +$642K +18,680 New
CC
652
Courier Capital
New York
$636K -$5.15M -149,878 -89%
CPP
653
Capasso Planning Partners
South Carolina
$633K +$638K +18,568 New
CS
654
Capital Square
Tennessee
$630K +$122K +3,566 +25%
MLM
655
Mount Lucas Management
Pennsylvania
$629K +$239K +6,958 +61%
Belvedere Trading
656
Belvedere Trading
Illinois
$628K +$633K +18,438 New
BB
657
Burford Brothers
Texas
$627K
BEI
658
Benjamin Edwards Inc
Missouri
$627K +$20.3K +592 +3%
BAM
659
Berkshire Asset Management
Pennsylvania
$623K +$60.9K +1,772 +11%
AF
660
Advisornet Financial
Minnesota
$621K +$12K +350 +2%
WB
661
WesBanco Bank
West Virginia
$619K -$22.4K -652 -3%
TWM
662
Tradition Wealth Management
Minnesota
$619K +$10.5K +306 +2%
CB
663
Community Bank
New York
$618K +$384K +11,192 +161%
TW
664
Transform Wealth
Colorado
$612K -$14.2K -412 -2%
MMG
665
Monetary Management Group
Missouri
$611K +$30.9K +900 +5%
SWM
666
Silverlake Wealth Management
Vermont
$609K +$70.5K +2,054 +13%
ACM
667
Allred Capital Management
Texas
$609K +$33.6K +978 +6%
PTP
668
Platform Technology Partners
New York
$605K +$610K +17,768 New
EFL
669
ERn Financial LLC
Wisconsin
$604K +$13.2K +384 +2%
WPC
670
White Pine Capital
Minnesota
$601K +$2.75K +80 +0.5%
MGIA
671
Matthew Goff Investment Advisor
Texas
$601K +$57.9K +1,686 +11%
MAM
672
MWA Asset Management
Massachusetts
$596K +$37.4K +1,090 +7%
PCA
673
Prosperity Capital Advisors
Ohio
$595K +$600K +17,466 New
MF
674
Meridian Financial
Massachusetts
$593K +$44.7K +1,302 +8%
MC
675
Moors & Cabot
Massachusetts
$592K -$55.9K -1,628 -9%

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.