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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
CCM
726
Crew Capital Management
Ohio
$516K -$429K -12,480 -45%
PBK
727
Peoples Bank (Kansas)
Kansas
$512K +$9.96K +290 +2%
CWM
728
Connecticut Wealth Management
Connecticut
$511K
WA
729
WealthTrust Axiom
Pennsylvania
$509K
CW
730
Channel Wealth
California
$505K +$147K +4,268 +40%
CW
731
Cooksen Wealth
Texas
$504K +$15K +438 +3%
PSIWM
732
Paradigm Strategies in Wealth Management
Minnesota
$496K +$550 +16 +0.1%
ACA
733
Aptus Capital Advisors
Alabama
$494K +$206 +6 +0%
FSA
734
Fort Sheridan Advisors
Illinois
$486K -$409K -11,912 -45%
PVI
735
Pine Valley Investments
New Jersey
$485K +$65.9K +1,920 +16%
MA
736
MONECO Advisors
Connecticut
$480K +$484K +14,078 New
SWM
737
SeaCrest Wealth Management
New York
$479K -$3.23K -94 -0.7%
FEM
738
Fulcrum Equity Management
Texas
$477K +$481K +14,010 New
DS
739
DRW Securities
Illinois
$475K -$5.81M -169,128 -92%
RMC
740
Regis Management Company
California
$472K
LIA
741
Lynx Investment Advisory
District of Columbia
$468K +$472K +13,730 New
LSA
742
Lion Street Advisors
Texas
$467K -$29.9K -870 -6%
EAM
743
Evanson Asset Management
California
$464K +$2.75K +80 +0.6%
DP
744
Dearborn Partners
Illinois
$463K +$6.73K +196 +1%
GFS
745
GYL Financial Synergies
Connecticut
$462K +$252K +7,336 +118%
LFG
746
Larson Financial Group
Missouri
$462K +$201K +5,866 +76%
JGUA
747
John G. Ullman & Associates
New York
$461K +$4.6K +134 +1%
HAS
748
HBW Advisory Services
California
$458K +$113K +3,282 +32%
ORC
749
O'Rourke & Company
Massachusetts
$454K +$56.1K +1,634 +14%
CTWM
750
Cherry Tree Wealth Management
Minnesota
$452K

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.