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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
NFP
776
Narus Financial Partners
Utah
$397K -$3.09K -90 -0.8%
9WM
777
9258 Wealth Management
Ohio
$396K -$20.3K -592 -5%
BCM
778
Barometer Capital Management
Ontario, Canada
$395K +$398K +11,600 New
JIR
779
James Investment Research
Ohio
$394K
GC
780
Grimes & Company
Massachusetts
$393K +$2.4K +70 +0.6%
MGIA
781
Moneta Group Investment Advisors
Missouri
$390K +$18.4K +536 +5%
LWM
782
LJI Wealth Management
Indiana
$387K +$390K +11,368 New
NC
783
NovaPoint Capital
Georgia
$387K -$2.95K -86 -0.8%
Betterment LLC
784
Betterment LLC
New York
$386K +$75.8K +2,208 +24%
CCM
785
Crabel Capital Management
California
$384K -$2.01M -58,482 -84%
Franklin Resources
786
Franklin Resources
California
$383K +$17.1K +498 +5%
WANY
787
Wealthspire Advisors (New York)
New York
$382K -$7.83K -228 -2%
TNB
788
Thomasville National Bank
Georgia
$381K
BSB
789
Bangor Savings Bank
Maine
$380K -$2.54K -74 -0.7%
CFG
790
CKW Financial Group
Hawaii
$378K
Northwestern Mutual Wealth Management
791
Northwestern Mutual Wealth Management
Wisconsin
$373K -$99.7K -2,902 -21%
WTC
792
WhitTier Trust Company
Nevada
$371K
ICP
793
Interchange Capital Partners
Pennsylvania
$371K -$23.4K -680 -6%
HAM
794
Harmony Asset Management
Arizona
$369K -$7.01K -204 -2%
SCM
795
Steele Capital Management
Iowa
$368K -$3.44K -100 -0.9%
TMWM
796
Taylor & Morgan Wealth Management
Michigan
$366K +$92.3K +2,686 +33%
HFS
797
Horizon Financial Services
North Carolina
$365K -$4.81K -140 -1%
Empower Advisory Group
798
Empower Advisory Group
Colorado
$358K -$36.4K -1,060 -9%
HWM
799
HB Wealth Management
Georgia
$357K +$360K +10,488 New
XT
800
XTX Topco
Cayman Islands
$356K +$359K +10,460 New

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.