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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
CA
876
Clearstead Advisors
Ohio
$275K +$2.33K +68 +0.8%
CKAIS
877
Christensen King & Associates Investment Services
Washington
$275K
SP
878
Successful Portfolios
Florida
$274K -$27.5K -800 -9%
PAI
879
Pittenger & Anderson Inc
Nebraska
$274K
IFWM
880
Institute for Wealth Management
Colorado
$273K -$11K -320 -4%
PFA
881
Petra Financial Advisors
Colorado
$273K -$57.6K -1,676 -17%
CTA
882
Chesley Taft & Associates
Illinois
$273K
VCP
883
Verus Capital Partners
Arizona
$272K +$16.5K +480 +6%
WFA
884
WMG Financial Advisors
Tennessee
$270K +$272K +7,934 New
FUBT
885
First United Bank & Trust
Maryland
$270K -$6.39K -186 -2%
AG
886
Ascent Group
Virginia
$267K -$19.4K -564 -7%
SAM
887
Sequent Asset Management
Texas
$265K +$268K +7,792 New
RBC
888
Romano Brothers & Co
Illinois
$263K +$3.5K +102 +1%
KCM
889
Kanawha Capital Management
Virginia
$262K
BMCM
890
Bryn Mawr Capital Management
Pennsylvania
$261K
VF
891
VitalStone Financial
Texas
$261K +$262K +7,630 +21,194%
RIG
892
RiverFront Investment Group
Virginia
$260K +$20.1K +586 +8%
VAG
893
VisionPoint Advisory Group
Texas
$260K +$255K +7,426 +3,789%
USB
894
Union Savings Bank
Connecticut
$258K -$13.9K -406 -5%
APIM
895
Agate Pass Investment Management
Washington
$256K +$5.43K +158 +2%
MAWAG
896
Mid-American Wealth Advisory Group
Missouri
$254K -$79.3K -2,308 -24%
HTC
897
Haverford Trust Company
Pennsylvania
$253K
WTB
898
Washington Trust Bank
Washington
$253K
BP
899
Broadleaf Partners
Ohio
$248K
BJL
900
Brighton Jones LLC
Washington
$246K +$21.9K +638 +10%

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.