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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
CV
501
Counterweight Ventures
North Carolina
$1.46M +$54.5K +1,374 +4%
TC
502
Trust Company
Kansas
$1.46M +$119K +3,006 +8%
FFG
503
Floyd Financial Group
Missouri
$1.45M +$1.52M +38,310 New
RA
504
Ransom Advisory
Rhode Island
$1.44M +$88.2K +2,222 +6%
MFG
505
Merit Financial Group
Georgia
$1.44M +$476K +12,006 +46%
CW
506
CreativeOne Wealth
Kansas
$1.43M +$12.3K +310 +0.8%
VFPW
507
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.42M -$73.6K -1,854 -5%
AI
508
Atom Investors
Texas
$1.42M +$1.49M +37,434 New
WIA
509
Wealthedge Investment Advisors
New York
$1.41M +$1.48M +37,186 New
GLA
510
Good Life Advisors
Pennsylvania
$1.41M +$682K +17,184 +86%
CCM
511
Cullen Capital Management
New York
$1.41M +$1.47M +37,166 New
RCM
512
Raleigh Capital Management
North Carolina
$1.41M -$180K -4,538 -11%
MWM
513
Moulton Wealth Management
Washington
$1.41M -$2.14M -53,974 -59%
NL
514
NVWM LLC
Pennsylvania
$1.4M -$60.8K -1,532 -4%
CCS
515
Concentric Capital Strategies
Connecticut
$1.4M -$4.86M -122,442 -77%
WA
516
WP Advisors
California
$1.4M -$1.91K -48 -0.1%
IF
517
Intrua Financial
Texas
$1.4M +$973K +24,516 +199%
PCMH
518
Polymer Capital Management (HK)
Hong Kong
$1.39M +$794K +20,000 +119%
AAIM
519
Asset Advisors Investment Management
Georgia
$1.37M +$43.4K +1,094 +3%
QCM
520
Quantinno Capital Management
New York
$1.37M +$367K +9,256 +34%
FFP
521
Freedom Financial Partners
Minnesota
$1.37M +$1.44M +36,168 New
AWA
522
Arkadios Wealth Advisors
Georgia
$1.37M +$135K +3,408 +10%
SB
523
Strategic Blueprint
Georgia
$1.37M +$136K +3,422 +10%
UCFA
524
United Capital Financial Advisors
Texas
$1.36M -$248K -6,248 -15%
PI
525
Parkside Investments
Illinois
$1.36M -$556K -14,000 -28%
19 20
21
22 23

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.