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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
HGERS
776
Householder Group Estate & Retirement Specialist
Arizona
$542K -$57.2K -1,442 -9%
KIG
777
Kessler Investment Group
Indiana
$541K +$15.1K +380 +3%
BOM
778
Bank of Marin
California
$539K +$1.91K +48 +0.3%
SYBT
779
Stock Yards Bank & Trust
Kentucky
$537K -$57.5K -1,450 -9%
JGUA
780
John G. Ullman & Associates
New York
$534K -$7.94K -200 -1%
NRI
781
NFP Retirement Inc
California
$532K +$43.6K +1,098 +8%
CIM
782
Contravisory Investment Management
Massachusetts
$531K +$387K +9,750 +227%
CLOS
783
Compagnie Lombard Odier SCmA
Switzerland
$530K – – –
OC
784
Oakworth Capital
Alabama
$529K -$8.41K -212 -1%
FSA
785
Fort Sheridan Advisors
Illinois
$528K – – –
MAS
786
Madden Advisory Services
Florida
$528K -$1.03K -26 -0.2%
HAM
787
Harmony Asset Management
Arizona
$528K +$80.6K +2,032 +17%
LC
788
Luminist Capital
Michigan
$527K +$553K +13,936 New
PSIWM
789
Paradigm Strategies in Wealth Management
Minnesota
$525K -$4.76K -120 -0.9%
EWM
790
Empirical Wealth Management
Washington
$523K +$548K +13,808 New
SFC
791
Strategic Financial Concepts
Texas
$522K +$163K +4,098 +42%
EAM
792
Evanson Asset Management
California
$519K +$3.33K +84 +0.6%
KW
793
KWB Wealth
California
$519K +$510K +12,844 New
BCP
794
Berkeley Capital Partners
Georgia
$518K +$3.25K +82 +0.6%
CAMG
795
CWA Asset Management Group
Florida
$508K +$533K +13,422 New
FDCDDQ
796
Federation des caisses Desjardins du Quebec
Quebec, Canada
$504K +$140K +3,516 +36%
JSAM
797
J. Safra Asset Management
New York
$503K -$39.1M -986,574 -99%
CTWM
798
Cherry Tree Wealth Management
Minnesota
$502K – – –
SIA
799
SeaBridge Investment Advisors
New Jersey
$502K +$526K +13,258 New
M
800
MYeCFO
California
$500K – – –
30 31
32
33 34

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.