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
PT
826
Plimoth Trust
Massachusetts
$330K -$1.44K -42 -0.4%
EGA
827
E&G Advisors
Texas
$328K -$4.46K -130 -1%
GWM
828
GSB Wealth Management
Connecticut
$328K
Vontobel Holding
829
Vontobel Holding
Switzerland
$328K +$330K +9,614 New
KLCM
830
KG&L Capital Management
Louisiana
$327K +$49.3K +1,434 +18%
BBA
831
BLB&B Advisors
Pennsylvania
$327K -$2.47K -72 -0.7%
CFD
832
Creative Financial Designs
Indiana
$327K +$211K +6,158 +180%
SW
833
Simplicity Wealth
New Jersey
$325K +$14.8K +430 +5%
LA
834
LexAurum Advisors
Kansas
$325K +$9.48K +276 +3%
FF
835
Friedenthal Financial
New Jersey
$324K +$289K +8,422 +767%
EM
836
ELCO Management
New York
$324K +$326K +9,500 New
MMPW
837
Mitchell McLeod Pugh & Williams
Alabama
$323K +$69 +2 +0%
GAM
838
Grandview Asset Management
Pennsylvania
$323K +$206 +6 +0.1%
VFA
839
Valeo Financial Advisors
Indiana
$318K +$1.17K +34 +0.4%
CWG
840
Crown Wealth Group
North Carolina
$316K +$319K +9,274 New
GKWIM
841
Gerber Kawasaki Wealth & Investment Management
California
$316K +$173K +5,046 +120%
CGA
842
Crescent Grove Advisors
Illinois
$315K
BFA
843
Beaumont Financial Advisors
Massachusetts
$315K -$11.5K -336 -4%
SLC
844
Second Line Capital
Louisiana
$314K -$81.5K -2,372 -20%
HFA
845
High Falls Advisors
New York
$312K +$35.7K +1,040 +13%
PWP
846
Phillips Wealth Planners
Mississippi
$311K +$687 +20 +0.2%
SAM
847
SignalPoint Asset Management
Missouri
$308K +$29.6K +862 +11%
NWA
848
Navis Wealth Advisors
New York
$307K
EA
849
Ellsworth Advisors
Ohio
$303K +$2.47K +72 +0.8%
HBW
850
Hazlett, Burt & Watson
West Virginia
$303K +$69 +2 +0%

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.