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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
LDB
576
Lee, Danner & Bass
Tennessee
$1.16M -$74.6K -1,880 -6%
CCB
577
Country Club Bank
Missouri
$1.15M +$15.6K +394 +1%
ACM
578
Allred Capital Management
Texas
$1.15M +$498K +12,552 +70%
Brown Advisory
579
Brown Advisory
Maryland
$1.15M +$286K +7,212 +31%
FCI
580
Financial Counselors Inc
Kansas
$1.14M -$57.1K -1,440 -5%
TNAM
581
Terra Nova Asset Management
New York
$1.14M +$7.3K +184 +0.6%
IAIM
582
International Assets Investment Management
Florida
$1.13M -$940M -23,681,932 -100%
FIM
583
Freedom Investment Management
Connecticut
$1.12M -$883K -22,244 -43%
PCS
584
Personal CFO Solutions
New Jersey
$1.12M +$234K +5,902 +25%
MIM
585
Marshall Investment Management
Colorado
$1.11M +$1.09M +27,466 New
VWM
586
Venturi Wealth Management
Texas
$1.11M -$8.33K -210 -0.7%
WF
587
WinCap Financial
Massachusetts
$1.1M +$1.16M +29,154 New
RPA
588
Rock Point Advisors
Vermont
$1.08M +$1.14M +28,636 New
JSSH
589
J. Safra Sarasin Holding
$1.08M +$357K +9,000 +46%
TB
590
Treynor Bancshares
Iowa
$1.08M +$178K +4,486 +19%
PA
591
Parallel Advisors
California
$1.08M -$59.9K -1,510 -5%
SNPAM
592
St. Nicholas Private Asset Management
Florida
$1.08M +$1.13M +28,440 New
AWS
593
Arkfeld Wealth Strategies
Nebraska
$1.07M +$4.44K +112 +0.4%
CP
594
Castleview Partners
Texas
$1.07M -$88.3K -2,226 -7%
SW
595
SMART Wealth
Nebraska
$1.06M -$1.22M -30,756 -52%
WP
596
WealthShield Partners
North Carolina
$1.06M -$19.8K -500 -2%
SOS
597
Silver Oak Securities
Tennessee
$1.06M +$924K +23,274 +492%
CIA
598
Cladis Investment Advisory
Montana
$1.05M +$16K +402 +1%
AFS
599
AFG Fiduciary Services
Massachusetts
$1.04M -$7.54K -190 -0.7%
SDAM
600
Shulman DeMeo Asset Management
New York
$1.04M -$1.43K -36 -0.1%
22 23
24
25 26

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.