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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
CWM
1001
Cedar Wealth Management
California
$116K +$117K +3,400 New
JWA
1002
JFS Wealth Advisors
Pennsylvania
$114K +$71.7K +2,088 +167%
OIA
1003
Optimum Investment Advisors
Illinois
$112K
BTI
1004
Blue Trust Inc
Georgia
$111K
TAM
1005
Townsend Asset Management
North Carolina
$110K +$343 +10 +0.3%
AIM
1006
Acropolis Investment Management
Missouri
$109K -$26.8K -780 -20%
HWP
1007
Highline Wealth Partners
California
$109K -$2.4K -70 -2%
FFA
1008
Founders Financial Alliance
North Carolina
$108K +$7.42K +216 +7%
HB
1009
Horizon Bancorp
Indiana
$106K -$29.4K -856 -22%
WT
1010
Whittier Trust
California
$106K +$1.58K +46 +2%
WT
1011
Washington Trust
Rhode Island
$106K
CAM
1012
Chesapeake Asset Management
New York
$105K +$106K +3,072 New
NFSG
1013
Newbridge Financial Services Group
Florida
$105K -$68K -1,980 -39%
GWSG
1014
GPS Wealth Strategies Group
Colorado
$99.3K +$6.87K +200 +7%
CAS
1015
Coppell Advisory Solutions
Texas
$98.6K +$99.4K +2,894 New
AIM
1016
Anchor Investment Management
South Carolina
$97.6K +$9.89K +288 +11%
NMM
1017
Naples Money Management
Florida
$94.7K +$9.82K +286 +11%
CTB
1018
Country Trust Bank
Illinois
$94.6K -$8.79K -256 -8%
Deutsche Bank
1019
Deutsche Bank
Germany
$93.5K
TPCW
1020
TD Private Client Wealth
New York
$86K +$10.7K +312 +14%
SFC
1021
Strategic Financial Concepts
Texas
$85.6K +$21M +611,016 +5,311%
EWM
1022
Evermay Wealth Management
Virginia
$85.5K -$23.7K -690 -22%
Allspring Global Investments
1023
Allspring Global Investments
North Carolina
$85.2K +$85.9K +2,500 New
CYG
1024
Clean Yield Group
Vermont
$81.8K
TFF
1025
The Family Firm
Maryland
$80.7K +$81.3K +2,368 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.