Utilities Select Sector SPDR Fund (XLU)

• Market cap: $18B
• 1 day: -0.50%
• 5 days: 0.80%
• 1 month: 0.06%
• 3 months: 0.71%
• 6 months: -0.24%
• Year to date: 3.45%
• 1 year: 18.22%
• 5 years: 37.79%
• 10 years: 78.43%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

55% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 129

3% more funds holding

Funds holding: 1,290 [Q3] → 1,334 (+44) [Q4]

4% more repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 456

6% less capital invested

Capital invested by funds: $13.6B [Q3] → $12.7B (-$843M) [Q4]

11.01% less ownership

Funds ownership: 78.83% [Q3] → 67.82% (-11.01%) [Q4]

12% less funds holding in top 10

Funds holding in top 10: 49 [Q3] → 43 (-6) [Q4]

55% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.96B