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State Street Utilities Select Sector SPDR ETF

875 hedge funds and large institutions have $9.72B invested in State Street Utilities Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 314 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 76

12% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 281

2.36% more ownership

Funds ownership: 168.62%170.98% (+2.4%)

2% more funds holding

Funds holding: 859875 (+16)

5% less capital invested

Capital invested by funds: $10.2B → $9.72B (-$472M)

6% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.22B

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
875
Holders Change
+16
Holders Change %
+1.86%
% of All Funds
15.23%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.35%
New
108
Increased
314
Reduced
281
Closed
76
Calls
$1.14B
Puts
$1.22B
Net Calls
-$71M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
176
First Merchants Corp
Indiana
$3.06M -$589 -18 -0%
KeyBank National Association
177
KeyBank National Association
Ohio
$3.04M -$573K -17,506 -15%
NB
178
NBT Bank
New York
$3.02M -$22.4K -684 -0.7%
GT
179
Glenmede Trust
Pennsylvania
$3M -$21.7K -664 -0.7%
HNB
180
Huntington National Bank
Ohio
$2.99M +$2.4M +73,230 +342%
VCM
181
Virtue Capital Management
Tennessee
$2.96M -$528K -16,136 -15%
APA
182
American Portfolios Advisors
New York
$2.93M +$72.7K +2,222 +2%
NNP
183
Nachman Norwood & Parrott
South Carolina
$2.93M +$14.1K +430 +0.5%
TCWA
184
Ten Capital Wealth Advisors
Washington
$2.91M -$461K -14,076 -13%
BPM
185
Bowling Portfolio Management
Ohio
$2.91M +$3.01M +92,002 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$2.9M -$3.8K -116 -0.1%
HI
187
Harbour Investments
Wisconsin
$2.88M -$57.1K -1,744 -2%
CA
188
Cornerstone Advisory
Maryland
$2.86M +$2.96M +90,500 New
AA
189
Apriem Advisors
California
$2.85M
KIA
190
KCM Investment Advisors
California
$2.84M +$17.2K +526 +0.6%
BCA
191
Bray Capital Advisors
Florida
$2.79M +$37.6K +1,150 +1%
CWM
192
Cranbrook Wealth Management
Michigan
$2.72M +$54.3K +1,658 +2%
AA
193
Advisory Alpha
Michigan
$2.71M -$5.05M -154,194 -64%
DC
194
Davenport & Co
Virginia
$2.7M +$892K +27,252 +47%
SW
195
SVB Wealth
Massachusetts
$2.67M -$54.2K -1,656 -2%
FIB
196
First Interstate Bank
Montana
$2.65M +$2.74M +83,704 New
JIP
197
Jaffetilchin Investment Partners
Florida
$2.63M +$1.01M +30,748 +58%
HIM
198
Hanlon Investment Management
New Jersey
$2.62M -$208K -6,344 -7%
Marshall Wace
199
Marshall Wace
United Kingdom
$2.59M -$11.3M -345,852 -81%
WPW
200
Waldron Private Wealth
Pennsylvania
$2.57M

XLU Hedge Fund Activity: Q2 2021 in Review

875 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2021, worth a combined $9.72B — down 4.6% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new XLU positions and 76 closed out — a net gain of 32 holders — while 314 added to existing stakes and 281 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $178M. The largest seller was Prudential plc, exiting entirely with an estimated $554M sold.

  • 875 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2021, up from 859 in Q1 2021.
  • Funds reported $9.72B of State Street Utilities Select Sector SPDR ETF stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 108 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2021 and 76 closed out, a net change of +32 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $178M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2021 was Prudential plc, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2021.