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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
SWP
901
Strategic Wealth Partners
Ohio
$246K -$7.08K -206 -3%
RFN
902
Redwood Financial Network
Ohio
$244K +$2.68K +78 +1%
Simplex Trading
903
Simplex Trading
Illinois
$244K +$247K +7,180 New
GGI
904
Godsey & Gibb Inc
Virginia
$242K +$220K +6,392 +880%
3AM
905
3EDGE Asset Management
Florida
$242K +$244K +7,104 New
NCM
906
Novare Capital Management
North Carolina
$241K -$33.9K -986 -12%
FWCM
907
Ferguson Wellman Capital Management
Oregon
$239K -$7.35K -214 -3%
AAMA
908
Advanced Asset Management Advisors
Ohio
$239K -$13.9K -406 -5%
NJIM
909
Nabity-Jensen Investment Management
Nebraska
$238K
ACM
910
Advance Capital Management
Michigan
$238K
NB
911
Nicolet Bankshares
Wisconsin
$237K +$17.2K +500 +8%
SXL
912
Summit X LLC
Missouri
$236K +$235K +6,848 New
WEG
913
World Equity Group
Illinois
$236K +$237K +6,914 New
LI
914
LRI Investments
Florida
$235K
CA
915
Continuum Advisory
Idaho
$234K -$4.95K -144 -2%
AFAS
916
Acorn Financial Advisory Services
Virginia
$234K +$206 +6 +0.1%
AFG
917
ABLE Financial Group
Arizona
$234K +$236K +6,860 New
MWAM
918
Manhattan West Asset Management
California
$233K -$32.8K -956 -12%
Financial Engines Advisors
919
Financial Engines Advisors
California
$232K -$27.5K -802 -11%
GWA
920
GGM Wealth Advisors
Maryland
$232K -$3.72M -108,384 -94%
HGA
921
Hobbs Group Advisors
South Carolina
$232K +$233K +6,798 New
OSAM
922
O'Shaughnessy Asset Management
Connecticut
$231K +$14.6K +424 +7%
NAM
923
NTV Asset Management
West Virginia
$230K +$3.23K +94 +1%
BP
924
Ballentine Partners
Massachusetts
$230K -$32.9K -958 -12%
TPW
925
Transatlantique Private Wealth
New York
$228K -$10.4K -304 -4%

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.