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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
SCM
601
Sage Capital Management
New Jersey
$1.04M +$6.43K +162 +0.6%
NL
602
NWAM LLC
Washington
$1.03M +$85.5K +2,154 +9%
Wellington Management Group
603
Wellington Management Group
Massachusetts
$1.03M -$295K -7,444 -21%
SFG
604
Sowa Financial Group
Rhode Island
$1.02M -$39.5K -996 -4%
RFC
605
Regions Financial Corp
Alabama
$1.02M -$64.4K -1,624 -6%
SW
606
SVB Wealth
Massachusetts
$1.02M +$1.07M +26,940 New
RCA
607
Resonant Capital Advisors
Wisconsin
$1.02M -$1.03K -26 -0.1%
GKWIM
608
Gerber Kawasaki Wealth & Investment Management
California
$1.02M +$55.4K +1,396 +5%
FLC
609
Fifth Lane Capital
Texas
$1M +$1.05M +26,434 New
CP
610
Creekside Partners
California
$999K +$112K +2,826 +12%
WWM
611
Waterway Wealth Management
Texas
$996K -$149K -3,752 -12%
FDW
612
Fourth Dimension Wealth
Ohio
$994K +$1.04M +26,250 New
SSW
613
Stone Summit Wealth
Florida
$992K -$2.38K -60 -0.2%
FHA
614
First Horizon Advisors
Tennessee
$991K +$6.91K +174 +0.7%
OIA
615
OneDigital Investment Advisors
Kansas
$981K +$1.91K +48 +0.2%
BAM
616
Belpointe Asset Management
Nevada
$980K -$50.2K -1,264 -5%
WA
617
WestEnd Advisors
North Carolina
$973K -$97.1M -2,446,194 -99%
WPW
618
Waldron Private Wealth
Pennsylvania
$968K – – –
MBT
619
Montecito Bank & Trust
California
$967K – – –
PWW
620
Pettyjohn Wood & White
Virginia
$961K +$24.8K +626 +3%
EP
621
Edgestream Partners
New Jersey
$961K -$1.11M -27,934 -52%
SIC
622
Samalin Investment Counsel
New York
$960K -$11.4K -288 -1%
3AM
623
3EDGE Asset Management
Florida
$958K +$1M +25,312 New
CFS
624
CRA Financial Services
New Jersey
$951K -$9.92K -250 -1%
TCM
625
Telos Capital Management
California
$950K -$20.1K -506 -2%
23 24
25
26 27

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.