We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

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: 1,3001,359 (+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: 4943 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$13.8M +$13.7M +344,880 +1,863%
KHLMVGHM
102
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.4M +$6.76M +170,284 +92%
WHG
103
Westwood Holdings Group
Texas
$13.4M +$348K +8,764 +3%
VDI
104
Vaughan David Investments
Illinois
$13.3M +$181K +4,554 +1%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$13.1M +$11.2M +282,246 +450%
TAM
106
Trust Asset Management
Texas
$12.8M
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$12.3M +$1.32M +33,290 +11%
M
108
MATAURO
New York
$12.2M +$12.8M +322,152 New
PIN
109
Prudent Investors Network
California
$11.9M +$453K +11,406 +4%
GAB
110
German American Bancorp
Indiana
$11.8M +$183K +4,606 +1%
WAOI
111
Wealth Advisors of Iowa
Iowa
$11.8M +$41.2K +1,038 +0.3%
Simplex Trading
112
Simplex Trading
Illinois
$11.7M +$12.3M +309,942 New
BWM
113
Biltmore Wealth Management
Arizona
$11.7M +$81.6K +2,056 +0.7%
CF
114
Clarity Financial
Texas
$11.6M +$2.32M +58,566 +24%
FSC
115
Full Sail Capital
Oklahoma
$11.2M -$37.7K -950 -0.3%
FTS
116
Fifth Third Securities
Ohio
$10.9M +$2.03M +51,144 +22%
PA
117
PFG Advisors
Arizona
$10.9M -$249K -6,286 -2%
AssetMark Inc
118
AssetMark Inc
California
$10.9M -$12.6M -318,054 -52%
Asset Management One
119
Asset Management One
Japan
$10.9M -$2.9M -73,024 -20%
Corient Private Wealth
120
Corient Private Wealth
Florida
$10.9M -$1.33M -33,564 -10%
PCIA
121
Prime Capital Investment Advisors
Kansas
$10.8M -$727K -18,322 -6%
BRWA
122
B. Riley Wealth Advisors
Florida
$10.7M -$1.97M -49,578 -15%
CCM
123
Coldstream Capital Management
Washington
$10.6M -$69.1M -1,740,128 -86%
BCI
124
Brinker Capital Investments
Pennsylvania
$10.6M -$467K -11,766 -4%
OPS
125
Orion Portfolio Solutions
Nebraska
$10.6M -$467K -11,766 -4%