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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
HOWA
926
Heritage Oak Wealth Advisors
Florida
$226K +$228K +6,630 New
AWE
927
Avidian Wealth Enterprises
Texas
$225K +$227K +6,602 New
OPPS
928
Obsidian Personal Planning Solutions
Maryland
$223K
GA
929
Goldstein Advisors
Wisconsin
$222K
AUB
930
Atlantic Union Bankshares
Virginia
$222K -$11.2K -326 -5%
PG
931
Prostatis Group
Maryland
$220K +$207K +6,032 New
KFC
932
Klingenstein Fields & Co
New York
$220K -$18.5M -538,582 -99%
CCG
933
Coastwise Capital Group
California
$220K -$64.8K -1,886 -23%
ZIMP
934
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$1.24K +36 +0.6%
LP
935
LGL Partners
Pennsylvania
$219K +$221K +6,428 New
PWM
936
Palumbo Wealth Management
New York
$219K -$618 -18 -0.3%
BCP
937
Blue Chip Partners
Michigan
$219K -$1.05M -30,470 -83%
AIA
938
Ally Invest Advisors
North Carolina
$218K +$220K +6,402 New
AFP
939
Ausdal Financial Partners
Iowa
$217K +$1.3K +38 +0.6%
FIM
940
FWL Investment Management
Texas
$216K +$206K +5,994 +1,684%
BSA
941
Braun Stacey Associates
New York
$216K +$1.03K +30 +0.5%
MA
942
MKT Advisors
California
$214K
BFWA
943
Benchmark Financial Wealth Advisors
Florida
$212K
CDH
944
Charles D. Hyman
$212K
GA
945
GFS Advisors
Texas
$212K +$292K +8,490 +103%
SA
946
SpiderRock Advisors
Delaware
$211K +$213K +6,200 New
PP
947
Pacifica Partners
Canada
$211K -$72.1K -2,100 -25%
AMCA
948
Arthur M. Cohen & Associates
Illinois
$210K
CCM
949
Chilton Capital Management
Texas
$209K
SF
950
Safeguard Financial
Wisconsin
$209K +$211K +6,144 New

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.