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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
RIL
676
Rothschild Investment LLC
Illinois
$589K +$519K +15,100 +686%
SFA
677
Sequoia Financial Advisors
Ohio
$589K -$16.7K -486 -3%
CGH
678
CMG Global Holdings
Texas
$589K
KIG
679
Kessler Investment Group
Indiana
$588K -$293K -8,520 -33%
CNBT
680
Cornerstone National Bank & Trust
Illinois
$588K -$7.08K -206 -1%
GT
681
Greenleaf Trust
Michigan
$584K
EIA
682
Eldridge Investment Advisors
New Hampshire
$583K +$11.3K +330 +2%
RWP
683
RWA Wealth Partners
Massachusetts
$581K +$15.1K +440 +3%
TWP
684
Tyche Wealth Partners
Texas
$580K -$88.7K -2,582 -13%
BCA
685
Bay Colony Advisors
Massachusetts
$579K -$99.7K -2,902 -15%
CA
686
Carson Advisory
Georgia
$575K +$9.41K +274 +2%
DLHL
687
Donald L. Hagan LLC
Florida
$573K +$107K +3,112 +23%
SYBT
688
Stock Yards Bank & Trust
Kentucky
$571K -$101K -2,952 -15%
SFS
689
Solitude Financial Services
Virginia
$571K -$649K -18,904 -53%
GLA
690
Good Life Advisors
Pennsylvania
$571K -$606K -17,634 -51%
JIP
691
Jaffetilchin Investment Partners
Florida
$569K +$9.75K +284 +2%
RBFC
692
Roman Butler Fullerton & Co
Missouri
$567K +$561K +16,324 New
SA
693
Strategic Advisors
New York
$561K -$114K -3,306 -17%
KA
694
Kovack Advisors
Florida
$561K +$566K +16,474 New
FIA
695
FPC Investment Advisory
California
$561K -$18K -524 -3%
CCFM
696
Clear Creek Financial Management
Washington
$559K +$16.9K +492 +3%
AIM
697
AHL Investment Management
Florida
$557K -$64.2K -1,870 -10%
CWM
698
Centric Wealth Management
Illinois
$555K +$536K +15,608 New
KC
699
Kades & Cheifetz
Pennsylvania
$552K +$12.6K +368 +2%
MTC
700
McDaniel Terry & Co
Texas
$551K

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.