Utilities Select Sector SPDR Fund (XLU)

• Market cap: $17.3B
• 1 day: 1.03%
• 5 days: 3.20%
• 1 month: -1.81%
• 3 months: -1.36%
• 6 months: -4.55%
• Year to date: 1.97%
• 1 year: 21.36%
• 5 years: 28.48%
• 10 years: 76.35%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

55% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 130

3% more funds holding

Funds holding: 1,289 [Q3] → 1,333 (+44) [Q4]

4% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 455

6% less capital invested

Capital invested by funds: $13.6B [Q3] → $12.7B (-$845M) [Q4]

11.02% less ownership

Funds ownership: 78.83% [Q3] → 67.81% (-11.02%) [Q4]

12% less funds holding in top 10

Funds holding in top 10: 49 [Q3] → 43 (-6) [Q4]

55% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.96B