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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
TCBWMS
851
Texas Capital Bank Wealth Management Services
Texas
$303K +$305K +8,888 New
OLVIG
852
Oliver Lagore Vanvalin Investment Group
Michigan
$301K -$430K -12,526 -59%
SMC
853
Smith, Moore & Co
Missouri
$301K +$16.8K +488 +6%
AIP
854
ARS Investment Partners
New York
$300K +$5.15K +150 +2%
SEIA
855
Signature Estate & Investment Advisors
California
$298K +$301K +8,758 New
APP
856
Avantax Planning Partners
Iowa
$297K
IGGA
857
Iron Gate Global Advisors
Utah
$297K -$4.74K -138 -2%
GT
858
Glenview Trust
Kentucky
$296K +$299K +8,696 New
MWM
859
Merriman Wealth Management
Washington
$293K
BCP
860
Berkeley Capital Partners
Georgia
$292K +$15K +438 +5%
CAG
861
Crestwood Advisors Group
Massachusetts
$291K -$18.9K -550 -6%
AWM
862
Aries Wealth Management
Maine
$289K -$139K -4,040 -32%
DWS
863
Dynamic Wealth Strategies
California
$287K +$129K +3,760 +81%
WCF
864
West Coast Financial
California
$286K
MC
865
Mathes Company
New York
$286K
SQA
866
Simon Quick Advisors
New Jersey
$285K +$137 +4 +0%
JSW
867
Journey Strategic Wealth
New Jersey
$285K +$287K +8,370 New
YIA
868
YHB Investment Advisors
Connecticut
$283K -$59.5K -1,732 -17%
BWM
869
Buska Wealth Management
Wisconsin
$281K -$368K -10,710 -56%
LCWP
870
Legacy Capital Wealth Partners
Arkansas
$280K +$283K +8,232 New
SDWMA
871
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K
VFG
872
V2 Financial group
Illinois
$279K
PCMC
873
Planning Capital Management Corporation
Pennsylvania
$278K -$4.12K -120 -1%
FDCDDQ
874
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K +$6.8K +198 +2%
WF
875
Warner Financial
Maryland
$275K +$2.2K +64 +0.8%

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.