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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
MFT
1026
Moisand Fitzgerald Tamayo
Florida
$78.6K
BA
1027
Ballast Advisors
Minnesota
$76K
SWC
1028
Spectrum Wealth Counsel
Indiana
$75.2K -$20.6K -600 -21%
HC
1029
Hoese & Co
Minnesota
$72K
PCWA
1030
Pacific Capital Wealth Advisors
California
$71.4K
TCWA
1031
Turtle Creek Wealth Advisors
Texas
$70.4K
CFB
1032
Cullen/Frost Bankers
Texas
$68K
AWM
1033
Abound Wealth Management
Tennessee
$67.9K -$66.1K -1,926 -49%
TCG
1034
Transcendent Capital Group
Oklahoma
$66.8K +$67.4K +1,962 New
Macquarie Group
1035
Macquarie Group
Australia
$66K +$66.6K +1,938 New
SHIM
1036
Stone House Investment Management
Pennsylvania
$65.6K +$31.7K +922 +92%
SNB
1037
Security National Bank
Nebraska
$64.3K
AIA
1038
Armor Investment Advisors
North Carolina
$63.7K
ATC
1039
Adirondack Trust Company
New York
$60.4K
TIM
1040
Tortoise Investment Management
New York
$60.2K -$10.3K -300 -15%
VWM
1041
Valley Wealth Managers
New Jersey
$60.2K
WIA
1042
Wetzel Investment Advisors
Indiana
$59.8K
SC
1043
SouthState Corp
Florida
$58.7K
FCMT
1044
Founders Capital Management (Texas)
Texas
$57.2K -$2.06K -60 -3%
AWM
1045
Activest Wealth Management
Florida
$55.9K -$8.52K -248 -13%
AA
1046
Addison Advisors
Vermont
$54.3K -$8.93K -260 -14%
FGAM
1047
Financial Gravity Asset Management
Texas
$52.9K -$1.79K -52 -3%
FFA
1048
Fairfield Financial Advisors
Massachusetts
$49.8K +$50.2K +1,462 New
BFO
1049
Biltmore Family Office
North Carolina
$49.7K -$4.81K -140 -9%
OC
1050
Oakworth Capital
Alabama
$49.4K +$42.5K +1,238 +584%

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.