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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
RFA
976
Resurgent Financial Advisors
Georgia
$286K -$66.6K -1,678 -18%
ACM
977
Advance Capital Management
Michigan
$282K +$18.9K +476 +7%
AWM
978
Activest Wealth Management
Florida
$282K +$104K +2,612 +54%
OCPWS
979
One Charles Private Wealth Services
Massachusetts
$281K -$32.2K -812 -10%
RIG
980
RiverFront Investment Group
Virginia
$279K -$10.4K -262 -3%
WTB
981
Washington Trust Bank
Washington
$278K – – –
KTC
982
Kentucky Trust Company
Kentucky
$277K +$290K +7,310 New
PI
983
Pachira Investments
California
$276K +$159 +4 +0.1%
HIP
984
HUB Investment Partners
Texas
$276K +$290K +7,298 New
GWM
985
GK Wealth Management
Nevada
$276K +$289K +7,288 New
JF
986
Jump Financial
Illinois
$275K +$288K +7,262 New
BP
987
Broadleaf Partners
Ohio
$274K – – –
SLC
988
Second Line Capital
Louisiana
$273K -$78.7K -1,984 -22%
USB
989
Union Savings Bank
Connecticut
$273K -$14.3K -360 -5%
CAL
990
Capital Analysts LLC
Pennsylvania
$272K +$476 +12 +0.2%
FUBT
991
First United Bank & Trust
Maryland
$271K -$29.8K -752 -10%
GT
992
Greenleaf Trust
Michigan
$270K -$292K -7,358 -51%
MSFS
993
Main Street Financial Solutions
Pennsylvania
$270K +$2.38K +60 +0.8%
GGI
994
Godsey & Gibb Inc
Virginia
$269K – – –
BWM
995
Buska Wealth Management
Wisconsin
$269K -$35.6K -896 -11%
OAM
996
Occidental Asset Management
California
$267K -$2.3M -57,950 -89%
NCM
997
Novare Capital Management
North Carolina
$266K – – –
IWM
998
Iams Wealth Management
Nebraska
$266K +$37.9K +954 +16%
PW
999
PUREfi Wealth
Massachusetts
$265K +$278K +7,000 New
TIA
1000
Traphagen Investment Advisors
New Jersey
$264K +$277K +6,988 New
38 39
40
41 42

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.