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State Street Utilities Select Sector SPDR ETF
XLU

1,359 hedge funds and large institutions have $12.8B invested in State Street Utilities Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 477 increasing their positions, 462 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 129

5% more funds holding

Funds holding: 1,300 → 1,359 (+59)

3% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 462

6% less capital invested

Capital invested by funds: $13.6B → $12.8B (-$837M)

12% less funds holding in top 10

Funds holding in top 10: 49 → 43 (-6)

21.84% less ownership

Funds ownership: 158.08% → 136.24% (-22%)

55% less call options, than puts

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

Holders
1,359
Holders Change
+59
Holders Change %
+4.54%
% of All Funds
17.9%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
213
Increased
477
Reduced
462
Closed
129
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M

Top Buyers

1
DFG
Demars Financial Group
Washington
+$300M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$271M
3
Two Sigma Investments
Two Sigma Investments
New York
+$171M
4
UBS Group
UBS Group
Switzerland
+$109M
5
MB
Mizuho Bank
Japan
+$81.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$940M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$362M
3
Bank of America
Bank of America
North Carolina
-$258M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$223M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
476
Founders Financial Securities
Maryland
$1.59M +$177K +4,452 +12%
VVP
477
Venture Visionary Partners
Ohio
$1.59M +$12.4K +312 +0.7%
SFGP
478
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.59M +$1.67M +41,968 New
IWA
479
IBEX Wealth Advisors
New Jersey
$1.58M +$1.66M +41,848 New
PPP
480
Private Portfolio Partners
New Jersey
$1.58M +$67.9K +1,710 +4%
LFA
481
Laraway Financial Advisors
Minnesota
$1.58M +$34K +858 +2%
SC
482
Sykon Capital
New York
$1.57M +$68.5K +1,726 +4%
PFA
483
Pinnacle Family Advisors
Missouri
$1.56M +$728K +18,358 +80%
CB
484
Community Bank
New York
$1.55M -$4.6K -116 -0.3%
HSA
485
HBK Sorce Advisory
Pennsylvania
$1.55M +$233K +5,864 +17%
CFG
486
Citizens Financial Group
Rhode Island
$1.54M +$50.6K +1,274 +3%
CA
487
Corrado Advisors
New Jersey
$1.54M +$294K +7,406 +22%
MCM
488
Manchester Capital Management
Vermont
$1.54M – – –
QC
489
Quadrature Capital
United Kingdom
$1.54M +$1.61M +40,674 New
1SB
490
1ST Source Bank
Indiana
$1.53M -$13.4K -338 -0.8%
SIM
491
SSI Investment Management
California
$1.53M -$1.03K -26 -0.1%
AC
492
Aristides Capital
Kentucky
$1.53M +$173K +4,360 +12%
PFSC
493
Peoples Financial Services Corp
Pennsylvania
$1.53M -$397 -10 -0%
Vontobel Holding
494
Vontobel Holding
Switzerland
$1.52M +$565K +14,246 +55%
TR
495
Tepp RIA
New Jersey
$1.51M +$1.58M +39,796 New
SCP
496
Stamos Capital Partners
California
$1.5M +$552K +13,900 +54%
CAS
497
CTC Alternative Strategies
Illinois
$1.5M +$1.57M +39,600 New
HI
498
Horizon Investments
North Carolina
$1.48M +$194K +4,888 +14%
FEM
499
Fulcrum Equity Management
Texas
$1.47M +$598K +15,082 +64%
MA
500
MONECO Advisors
Connecticut
$1.47M +$328K +8,264 +27%
18 19
20
21 22

XLU Hedge Fund Activity: Q4 2024 in Review

1,359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q4 2024, worth a combined $12.8B — down 6.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new XLU positions and 129 closed out — a net gain of 84 holders — while 477 added to existing stakes and 462 trimmed.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $300M. The largest seller was International Assets Investment Management, cutting an estimated $940M.

  • 1,359 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q4 2024, up from 1,300 in Q3 2024.
  • Funds reported $12.8B of State Street Utilities Select Sector SPDR ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 213 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q4 2024 and 129 closed out, a net change of +84 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q4 2024 was Demars Financial Group, an estimated $300M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q4 2024 was International Assets Investment Management, an estimated $940M sold.

Based on aggregated 13F filings for Q4 2024.