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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
BFPW
1051
BOK Financial Private Wealth
Colorado
$49.1K +$1.99K +58 +4%
CHA
1052
Carmichael Hill & Associates
Maryland
$47.1K -$29.2K -850 -38%
S
1053
SignatureFD
Georgia
$46.6K -$99.8K -2,906 -68%
FCA
1054
FinTrust Capital Advisors
South Carolina
$45.3K +$2.61K +76 +6%
IF
1055
Integrity Financial
Wyoming
$44.9K
DWA
1056
Delos Wealth Advisors
Texas
$42.8K
PPA
1057
Painted Porch Advisors
California
$42.5K +$42.8K +1,246 New
BFP
1058
Briaud Financial Planning
Texas
$42K
HCP
1059
Hexagon Capital Partners
Arkansas
$41.3K +$26.4K +768 +173%
FRA
1060
Front Row Advisors
California
$40.9K -$8.79K -256 -18%
TCOV
1061
Trust Company of Vermont
Vermont
$40.9K
SC
1062
Stephens Consulting
Michigan
$40.6K
AA
1063
Ancora Advisors
Ohio
$40.5K -$3.02K -88 -7%
FMII
1064
Farmers & Merchants Investments Inc
Nebraska
$38.8K -$13.7K -400 -26%
AFWM
1065
Abich Financial Wealth Management
Virginia
$37.5K
EWA
1066
EverSource Wealth Advisors
Alabama
$36.7K -$1.79K -52 -5%
CSB
1067
City State Bank
Iowa
$36.5K +$8.93K +260 +32%
OFG
1068
Oxford Financial Group
Indiana
$36.2K -$18.9K -550 -34%
TFGT
1069
TS Financial Group (TSFG)
Illinois
$35K
C
1070
Covestor
United Kingdom
$35K +$29.8K +868 +556%
WTA
1071
Washington Trust Advisors
Massachusetts
$34.8K
KHC
1072
Koesten Hirschmann & Crabtree
Kansas
$34.1K
AT
1073
Avalon Trust
New Mexico
$34.1K -$34.3K -1,000 -50%
GI
1074
Gradient Investments
Minnesota
$33.9K
YDMI
1075
Y.D. More Investments
Israel
$32.3K

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.