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
FCBT
801
First Citizens Bank & Trust
North Carolina
$356K
ST
802
Spinnaker Trust
Maine
$351K
FA
803
Faithward Advisors
Pennsylvania
$351K -$11.7K -342 -3%
HWAM
804
Hennion & Walsh Asset Management
New Jersey
$345K
TWA
805
Talisman Wealth Advisors
New Jersey
$345K +$21.7K +632 +7%
BAM
806
Belpointe Asset Management
Nevada
$343K -$117K -3,408 -25%
CSIC
807
Clifford Swan Investment Counsel
California
$342K
GCM
808
Glaxis Capital Management
Florida
$341K +$343K +10,000 New
OIS
809
Okabena Investment Services
Minnesota
$340K
PA
810
Pinnacle Associates
New York
$340K +$23.4K +680 +7%
PFA
811
Pettinga Financial Advisors
Indiana
$340K -$1.03M -30,100 -75%
PMG
812
ProVise Management Group
Florida
$339K -$16.8K -490 -5%
PG
813
Patten Group
Tennessee
$338K -$6.8K -198 -2%
GP
814
Girard Partners
Pennsylvania
$337K -$53.2K -1,548 -14%
H
815
HoyleCohen
California
$336K -$8.79K -256 -3%
CL
816
Choreo LLC
Illinois
$335K +$340K +9,906 New
MW
817
Marcum Wealth
Ohio
$335K -$64.8K -1,886 -16%
ATFA
818
All Terrain Financial Advisors
Minnesota
$334K -$2.75K -80 -0.8%
CFGS
819
Concourse Financial Group Securities
Alabama
$334K -$39.2K -1,142 -10%
AFA
820
American Financial Advisors
Georgia
$334K -$43.1K -1,254 -11%
SOAMC
821
Spirit of America Management Corp
New York
$332K +$334K +9,736 New
CC
822
Constitution Capital
Connecticut
$331K +$8.72K +254 +3%
ISL
823
Ingalls & Snyder LLC
New York
$331K -$15.2K -444 -4%
CI
824
CPR Investments
Michigan
$331K +$333K +9,710 New
MMA
825
Mizuho Markets Americas
New York
$330K -$3.32M -96,600 -91%

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.