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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
HFS
701
Horizon Financial Services
North Carolina
$732K +$126K +3,180 +20%
GVCM
702
Global View Capital Management
Wisconsin
$731K +$761K +19,180 New
SIC
703
Salem Investment Counselors
North Carolina
$714K -$9.92K -250 -1%
DI
704
Disciplined Investors
Texas
$714K +$759K +19,116 New
MCM
705
MontVue Capital Management
Virginia
$711K -$5.63K -142 -0.8%
WB
706
WesBanco Bank
West Virginia
$709K -$16K -404 -2%
PAMG
707
Patton Albertson Miller Group
Tennessee
$703K – – –
UBP
708
Union Bancaire Privee
Switzerland
$699K +$730K +18,396 New
HAS
709
HBW Advisory Services
California
$698K +$21.8K +550 +3%
KP
710
Keel Point
Alabama
$698K +$16.2K +408 +2%
CB
711
Centennial Bank
Arkansas
$692K -$21.4K -540 -3%
CGH
712
CMG Global Holdings
Texas
$683K +$18K +454 +3%
CNBT
713
Cornerstone National Bank & Trust
Illinois
$680K +$16.4K +414 +2%
MMG
714
Monetary Management Group
Missouri
$679K – – –
MAM
715
MWA Asset Management
Massachusetts
$678K -$3.57K -90 -0.5%
SWA
716
Stratos Wealth Advisors
Ohio
$677K -$187K -4,718 -21%
SC
717
Syon Capital
California
$675K -$1.39M -34,968 -66%
WPC
718
White Pine Capital
Minnesota
$674K +$4.37K +110 +0.6%
SI
719
Sava Infond
Slovenia
$674K +$706K +17,800 New
SC
720
Stolper & Co
Oklahoma
$673K -$22.3K -562 -3%
PEAK6
721
PEAK6
Illinois
$671K +$704K +17,736 New
JCM
722
J2 Capital Management
Michigan
$671K +$703K +17,724 New
MGIA
723
Matthew Goff Investment Advisor
Texas
$668K +$635 +16 +0.1%
OFS
724
Orrstown Financial Services
Pennsylvania
$662K +$59.5K +1,500 +9%
1L
725
10Elms LLP
Oklahoma
$660K +$692K +17,436 New
27 28
29
30 31

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.