State Street Utilities Select Sector SPDR ETF
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.
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
Top Buyers
Top Sellers
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.