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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
PSCM
1026
Per Stirling Capital Management
Texas
$248K -$1.42M -35,828 -85%
PIA
1027
Perennial Investment Advisors
California
$248K +$260K +6,550 New
LWM
1028
Lodestone Wealth Management
Washington
$248K +$10.7K +270 +4%
JIC
1029
Joel Isaacson & Co
New York
$248K +$260K +6,542 New
CWM
1030
Concentrum Wealth Management
California
$247K +$29.8K +750 +13%
GA
1031
Goldstein Advisors
Wisconsin
$247K – – –
PWM
1032
Palumbo Wealth Management
New York
$247K +$1.82K +46 +0.7%
LCGC
1033
Legacy Capital Group California
California
$245K +$257K +6,474 New
FA
1034
Fiduciary Alliance
South Carolina
$244K +$256K +6,446 New
GWA
1035
GGM Wealth Advisors
Maryland
$244K +$34.1K +860 +15%
FFO
1036
Fortitude Family Office
Arizona
$243K – – –
FIC
1037
Family Investment Center
Missouri
$241K +$11.2K +282 +5%
BSA
1038
Braun Stacey Associates
New York
$241K – – –
ICP
1039
Interchange Capital Partners
Pennsylvania
$241K -$172K -4,332 -41%
TPA
1040
Trivium Point Advisory
Connecticut
$240K +$16.5K +416 +7%
DBRC
1041
D.B. Root & Company
Pennsylvania
$240K -$30.2K -762 -11%
AWM
1042
Atticus Wealth Management
Florida
$240K -$29.8K -750 -11%
AIA
1043
Ally Invest Advisors
North Carolina
$240K +$20.6K +518 +9%
GFG
1044
Grantvest Financial Group
New Jersey
$239K +$250K +6,310 New
BFWA
1045
Benchmark Financial Wealth Advisors
Florida
$236K – – –
FMI
1046
F/M Investments
District of Columbia
$235K +$16.2K +408 +7%
EW
1047
Evoke Wealth
California
$233K +$245K +6,168 New
CANY
1048
Caxton Associates (New York)
New York
$233K -$3.41M -85,844 -93%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$233K – – –
NP
1050
Nilsine Partners
Colorado
$233K +$244K +6,156 New
40 41
42
43 44

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.