We are live on ! Find out more
XLU icon

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
FNBT
701
FineMark National Bank & Trust
Florida
$550K
FNBOH
702
First National Bank of Hutchinson
Kansas
$547K -$2.88K -84 -0.5%
1IA
703
1834 Investment Advisors
Wisconsin
$546K -$37.1K -1,080 -6%
GCM
704
Graham Capital Management
Connecticut
$545K +$550K +16,000 New
MAG
705
M3 Advisory Group
Massachusetts
$540K -$54.1K -1,576 -9%
CPIG
706
Chicago Partners Investment Group
Illinois
$538K +$137 +4 +0%
TSS
707
Two Sigma Securities
New York
$538K -$1.56M -45,414 -74%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$536K -$34.7K -1,010 -6%
SC
709
Scotia Capital
Ontario, Canada
$536K +$31.3K +912 +6%
SIA
710
Soltis Investment Advisors
Utah
$534K -$105K -3,050 -16%
ML
711
McAdam LLC
Pennsylvania
$533K -$8.65K -252 -2%
AGC
712
Aspen Grove Capital
Colorado
$531K +$536K +15,600 New
MCM
713
Maple Capital Management
Vermont
$530K -$19.5K -568 -4%
KWM
714
Keebeck Wealth Management
Illinois
$529K -$91.5K -2,664 -15%
CTA
715
Camelot Technology Advisors
California
$527K -$46.9K -1,366 -8%
WAM
716
Worth Asset Management
Texas
$527K +$531K +15,454 New
RA
717
Rockingstone Advisors
Massachusetts
$525K -$4.88K -142 -0.9%
PD
718
Planning Directions
Pennsylvania
$521K -$93.4K -2,720 -15%
CCM
719
Cullen Capital Management
New York
$521K +$526K +15,306 New
RCAG
720
Rehmann Capital Advisory Group
Michigan
$520K +$2.13K +62 +0.4%
OCPWS
721
One Charles Private Wealth Services
Massachusetts
$519K +$6.11K +178 +1%
Renaissance Technologies
722
Renaissance Technologies
New York
$518K -$15.4M -448,400 -97%
WCM
723
Windsor Capital Management
Arizona
$517K -$86.1K -2,506 -14%
NW
724
NewEdge Wealth
Pennsylvania
$517K -$263K -7,646 -34%
PS
725
Principal Securities
Iowa
$516K +$26.2K +762 +5%

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.