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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
WWM
526
Western Wealth Management
Colorado
$1.35M -$48.6K -1,224 -3%
HI
527
Hudock Inc
Pennsylvania
$1.34M +$80.3K +2,024 +6%
SIA
528
Soltis Investment Advisors
Utah
$1.33M +$890K +22,432 +175%
PP
529
Paloma Partners
Connecticut
$1.33M +$1.37M +34,528 +5,872%
CHC
530
City Holding Co
West Virginia
$1.32M -$117K -2,940 -8%
SCA
531
Stillwater Capital Advisors
Pennsylvania
$1.32M +$55.5K +1,398 +4%
TWC
532
TD Waterhouse Canada
Ontario, Canada
$1.32M -$4.57M -115,062 -77%
Bank of New York Mellon
533
Bank of New York Mellon
New York
$1.31M -$654K -16,486 -32%
JCFM
534
JBR Co Financial Management
Oklahoma
$1.3M +$22.2K +560 +2%
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$1.3M -$69K -1,740 -5%
NFC
536
Northeast Financial Consultants
Connecticut
$1.3M +$12.5K +314 +0.9%
HWA
537
Heritage Wealth Advisors
Virginia
$1.3M -$1.65M -41,662 -55%
CW
538
Channel Wealth
California
$1.29M -$1.1M -27,612 -45%
LFG
539
Larson Financial Group
Missouri
$1.29M +$291K +7,322 +27%
GM
540
GeoWealth Management
Illinois
$1.29M +$137K +3,452 +11%
PM
541
Plustick Management
Virginia
$1.29M – – –
CAC
542
Certified Advisory Corp
Florida
$1.28M +$25.5K +642 +2%
W
543
WorthPointe
California
$1.28M -$33.7K -850 -2%
HH
544
Hilltop Holdings
Texas
$1.27M -$3.94M -99,390 -75%
SC
545
Sepio Capital
Utah
$1.27M +$79 +2 +0%
CIC
546
Carnegie Investment Counsel
Ohio
$1.26M +$8.73K +220 +0.7%
SWP
547
Stratos Wealth Partners
Ohio
$1.26M -$144K -3,628 -10%
AWM
548
Avior Wealth Management
Nebraska
$1.26M +$15.7K +396 +1%
HIA
549
Harbor Investment Advisory
Maryland
$1.25M +$23.5K +592 +2%
KA
550
Kovack Advisors
Florida
$1.25M +$605K +15,240 +85%
20 21
22
23 24

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.