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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
M
751
MYeCFO
California
$450K -$16.5K -480 -4%
CRI
752
Colonial River Investments
Virginia
$450K -$36.5K -1,064 -7%
OCBCO
753
Oversea-Chinese Banking Corp (OCBC)
Singapore
$450K +$454K +13,214 New
SFG
754
Sovereign Financial Group
Connecticut
$448K +$148K +4,314 +49%
PFA
755
Pinnacle Family Advisors
Missouri
$446K +$450K +13,096 New
CIC
756
Cutler Investment Counsel
Oregon
$444K
MAS
757
Madden Advisory Services
Florida
$443K +$687 +20 +0.2%
BOM
758
Bank of Marin
California
$443K -$1.99K -58 -0.4%
GFA
759
Gallagher Fiduciary Advisors
Illinois
$441K -$27.1K -790 -6%
SAF
760
Smith Anglin Financial
Texas
$438K -$12.7K -370 -3%
LWM
761
Lodestone Wealth Management
Washington
$437K +$8.72K +254 +2%
ST
762
Sageworth Trust
Pennsylvania
$434K
SCM
763
Spreng Capital Management
Ohio
$431K
OP
764
ORG Partners
Indiana
$428K +$435K +12,652 New
UFF
765
USA Financial Formulas
Michigan
$428K +$432K +12,566 New
OFS
766
Orrstown Financial Services
Pennsylvania
$428K
P
767
&Partners
Tennessee
$423K +$426K +12,404 New
CWM
768
Chemistry Wealth Management
New York
$422K +$68.6K +1,998 +19%
RPCONE
769
Retirement Planning Company of New England
Rhode Island
$421K -$8.86K -258 -2%
BSW
770
Buckingham Strategic Wealth
Missouri
$411K -$33.5K -974 -7%
FFA
771
Florida Financial Advisors
Florida
$410K -$5.43K -158 -1%
EFA
772
Evernest Financial Advisors
Indiana
$410K +$50.9K +1,482 +14%
WI
773
Wintrust Investments
Illinois
$408K +$16.6K +482 +4%
EMAM
774
Encompass More Asset Management
California
$403K +$137K +3,998 +51%
CFO
775
Colony Family Offices
North Carolina
$400K

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.