We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

1,586 hedge funds and large institutions have $15.3B invested in State Street Utilities Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 661 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 111

36% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 485

33% more funds holding in top 10

Funds holding in top 10: 3952 (+13)

13% more capital invested

Capital invested by funds: $13.5B → $15.3B (+$1.71B)

4% more funds holding

Funds holding: 1,5251,586 (+61)

0.33% more ownership

Funds ownership: 62.3%62.63% (+0.33%)

59% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $3.14B

Holders
1,586
Holders Change
+61
Holders Change %
+4%
% of All Funds
19.54%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
199
Increased
661
Reduced
485
Closed
111
Calls
$1.3B
Puts
$3.14B
Net Calls
-$1.84B
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.29B +$47.4M +1,055,742 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.07B +$75M +1,671,877 +8%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.03B +$194M +4,335,165 +24%
UBS Group
4
UBS Group
Switzerland
$742M +$323M +7,193,891 +80%
LPL Financial
5
LPL Financial
California
$735M +$37.5M +835,724 +6%
Wells Fargo
6
Wells Fargo
California
$606M +$21.3M +473,967 +4%
Ameriprise
7
Ameriprise
Minnesota
$345M +$20.9M +466,347 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$341M +$41.6M +928,026 +14%
Raymond James Financial
9
Raymond James Financial
Florida
$327M +$17M +378,712 +6%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$261M +$84.4M +1,881,081 +49%
MMH
11
Menora Mivtachim Holdings
Israel
$248M
CIBC World Market
12
CIBC World Market
Ontario, Canada
$200M +$72.8M +1,621,705 +59%
LJAF
13
Laura & John Arnold Foundation
Texas
$193M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$186M -$153M -3,415,451 -46%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$181M +$67.5M +1,504,275 +61%
Osaic Holdings
16
Osaic Holdings
Arizona
$176M +$16.6M +368,977 +11%
Truist Financial
17
Truist Financial
North Carolina
$167M -$700K -15,602 -0.4%
MIH
18
Meitav Investment House
Israel
$158M +$39.1M +871,665 +34%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$158M -$251M -5,600,936 -62%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$157M +$18.3M +408,986 +14%
Goldman Sachs
21
Goldman Sachs
New York
$154M -$54.3M -1,209,593 -27%
FMI
22
Factory Mutual Insurance
Massachusetts
$147M -$27.6M -614,950 -16%
SCB
23
Saudi Central Bank
Saudi Arabia
$142M
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$135M +$6.47M +144,224 +5%
Stifel Financial
25
Stifel Financial
Missouri
$116M +$25.7M +573,054 +29%