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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
TWA
876
Talisman Wealth Advisors
New Jersey
$389K +$4.52K +114 +1%
RAG
877
RIA Advisory Group
Iowa
$387K -$26.8K -676 -6%
UFF
878
USA Financial Formulas
Michigan
$386K -$69K -1,738 -15%
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$385K +$91K +2,292 +29%
First Manhattan
880
First Manhattan
New York
$383K +$402K +10,128 New
HWAM
881
Hennion & Walsh Asset Management
New Jersey
$383K – – –
OBWG
882
Onyx Bridge Wealth Group
New York
$383K -$12.1M -305,514 -97%
BWM
883
Birchcreek Wealth Management
Ohio
$380K -$10K -252 -2%
CSIC
884
Clifford Swan Investment Counsel
California
$380K – – –
1IA
885
1834 Investment Advisors
Wisconsin
$378K – – –
SSWM
886
Strait & Sound Wealth Management
California
$378K -$12.3K -310 -3%
CAAS
887
Capital Asset Advisory Services
Michigan
$375K -$19K -480 -5%
SIG
888
Spinnaker Investment Group
California
$373K +$392K +9,868 New
VFA
889
Valeo Financial Advisors
Indiana
$373K -$50.7K -1,278 -11%
TVM
890
True Vision MN
Minnesota
$373K +$391K +9,850 New
CWM
891
ClientFirst Wealth Management
Arkansas
$373K +$391K +9,848 New
FT
892
Fiduciary Trust
Massachusetts
$372K +$3.65K +92 +0.9%
SWA
893
Sightline Wealth Advisors
Connecticut
$372K +$390K +9,834 New
SCM
894
Spreng Capital Management
Ohio
$369K – – –
ISL
895
Ingalls & Snyder LLC
New York
$367K – – –
TWA
896
Tandem Wealth Advisors
Arizona
$367K +$385K +9,692 New
CFD
897
Creative Financial Designs
Indiana
$366K -$30.6K -770 -7%
PWM
898
Power Wealth Management
Georgia
$365K -$6.81M -171,574 -95%
PWM
899
PMG Wealth Management
Illinois
$363K +$381K +9,600 New
DIA
900
Dana Investment Advisors
Wisconsin
$362K +$380K +9,568 New
34 35
36
37 38

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.