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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
TSMHT
976
Thurston Springer Miller Herd & Titak
Indiana
$167K +$169K +4,908 New
Man Group
977
Man Group
United Kingdom
$165K -$10.8M -315,856 -98%
SL
978
Salomon & Ludwin
Virginia
$163K -$63.3K -1,842 -28%
BF
979
BOK Financial
Oklahoma
$157K
WOSD
980
WFA of San Diego
California
$156K +$158K +4,590 New
UB
981
UMB Bank
Missouri
$151K +$58.5K +1,704 +63%
CNBTD
982
Citizens National Bank Trust Department
Mississippi
$150K
AAP
983
Arax Advisory Partners
Colorado
$150K -$14K -408 -9%
HPC
984
HM Payson & Co
Maine
$149K
SJIM
985
St. Johns Investment Management
Florida
$149K -$67.3K -1,960 -31%
PCFFS
986
Pacific Center for Financial Services
California
$146K
LFA
987
LGT Financial Advisors
Texas
$140K -$28.5K -830 -17%
MA
988
MCF Advisors
Kentucky
$139K
TCM
989
TD Capital Management
Tennessee
$137K +$206 +6 +0.1%
RFA
990
Register Financial Advisors
Georgia
$137K +$824 +24 +0.6%
GPFA
991
Game Plan Financial Advisors
Ohio
$136K +$137K +4,000 New
IBOK
992
Independence Bank of Kentucky
Kentucky
$136K +$45.2K +1,316 +49%
HT
993
Headlands Technologies
Illinois
$136K -$3.71K -108 -3%
GC
994
Garde Capital
Washington
$136K
KFI
995
Key Financial Inc
Pennsylvania
$133K
POIA
996
Pin Oak Investment Advisors
Texas
$132K -$11.6K -338 -8%
UOTTAIMCU
997
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$129K
BG
998
Bollard Group
Massachusetts
$124K +$756 +22 +0.6%
CTA
999
Colonial Trust Advisors
South Carolina
$123K -$7.42K -216 -6%
LWA
1000
Lowe Wealth Advisors
Maryland
$118K -$158K -4,610 -57%

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.