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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
MAM
951
Milestone Asset Management
Pennsylvania
$209K +$211K +6,140 New
MCC
952
Money Concepts Capital
Florida
$209K +$210K +6,126 New
SGK
953
Steigerwald Gordon & Koch
Virginia
$209K
CPA
954
Cardiff Park Advisors
California
$209K +$210K +6,120 New
IC
955
IEQ Capital
California
$208K +$210K +6,108 New
NSIM
956
North Star Investment Management
Illinois
$207K +$687 +20 +0.3%
GSEP
957
Golden State Equity Partners
California
$207K +$209K +6,074 New
BDF
958
Black Diamond Financial
Maryland
$205K +$207K +6,024 New
IA
959
Insight Advisors
Pennsylvania
$205K +$207K +6,022 New
FNFDCM
960
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$204K +$206K +6,000 New
GWP
961
Gateway Wealth Partners
Wisconsin
$204K +$205K +5,980 New
AWM
962
Atticus Wealth Management
Florida
$204K +$74.2K +2,160 +57%
FIC
963
Family Investment Center
Missouri
$203K +$205K +5,964 New
PIM
964
Penobscot Investment Management
Massachusetts
$201K +$202K +5,886 New
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$200K +$2.27K +66 +1%
PP
966
Peconic Partners
New York
$199K -$110M -3,217,118 -100%
SS
967
Sunbelt Securities
Texas
$192K -$48.4K -1,408 -20%
GEA
968
Glen Eagle Advisors
New Jersey
$188K -$12K -350 -6%
ANBT
969
American National Bank & Trust
Texas
$184K -$18.3K -534 -9%
CT
970
Caldwell Trust
Florida
$184K -$1.72K -50 -0.9%
HR
971
Howe & Rusling
New York
$183K +$2.75K +80 +2%
FFA
972
Farther Finance Advisors
California
$181K +$21.5K +626 +13%
MTWSIF
973
Mivtachim The Workers Social Insurance Fund
Israel
$177K
BCWM
974
Bartlett & Co Wealth Management
Ohio
$176K -$67.7K -1,970 -28%
EWM
975
EPG Wealth Management
Georgia
$176K -$165K -4,812 Closed

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.