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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$71M
3
Millennium Management
Millennium Management
New York
+$66.6M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59M
5
Holocene Advisors
Holocene Advisors
New York
+$52.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$258M
2
SCB
Saudi Central Bank
Saudi Arabia
-$121M
3
MMH
Menora Mivtachim Holdings
Israel
-$91M
4
MB
Mizuho Bank
Japan
-$68.8M
5
Morgan Stanley
Morgan Stanley
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Consolidated Capital Management
California
$4.98M +$4.98M +63,187 New
MS
227
Maven Securities
Jersey
$4.94M +$2.89M +36,644 +141%
MC
228
Martin & Co
Tennessee
$4.92M +$3.86K +49 +0.1%
VF
229
Virtu Financial
New York
$4.9M +$4.9M +62,120 New
William Blair & Company
230
William Blair & Company
Illinois
$4.88M +$590K +7,484 +14%
OHIS
231
Oak Harvest Investment Services
Texas
$4.87M +$4.87M +61,815 New
KHLMTHM
232
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.84M – – –
CAG
233
Csenge Advisory Group
Florida
$4.84M -$2.05M -26,413 -30%
Hudson Bay Capital Management
234
Hudson Bay Capital Management
Connecticut
$4.81M -$4.73M -60,000 -50%
VIA
235
Vickerman Investment Advisors
Washington
$4.74M -$235K -2,979 -5%
TCWA
236
Turtle Creek Wealth Advisors
Texas
$4.74M +$1.63M +20,733 +53%
AP
237
Appleton Partners
Massachusetts
$4.65M +$456K +5,784 +11%
JWCA
238
J.W. Cole Advisors
Florida
$4.65M -$3.51M -44,538 -43%
MCM
239
Monument Capital Management
Virginia
$4.58M +$4.58M +58,048 New
AWA
240
AmeriServ Wealth Advisors
Pennsylvania
$4.57M +$63K +799 +1%
MOS
241
MGO One Seven
Ohio
$4.5M -$316K -4,011 -7%
RIA
242
Regal Investment Advisors
Michigan
$4.49M -$1.07M -13,608 -19%
MIM
243
Morningstar Investment Management
Illinois
$4.42M +$12.6K +160 +0.3%
CCT
244
Chemung Canal Trust
New York
$4.39M -$1.38M -17,493 -24%
BCM
245
BlueCrest Capital Management
Jersey
$4.36M +$4.36M +55,288 New
LPT
246
Legacy Private Trust
Wisconsin
$4.36M +$95.3K +1,208 +2%
CCM
247
Crabel Capital Management
California
$4.3M +$4.3M +54,540 New
SG
248
StoneX Group
New York
$4.29M +$404K +5,120 +10%
IC
249
Innealta Capital
Texas
$4.27M +$548K +6,947 +15%
CCA
250
Cadent Capital Advisors
Oklahoma
$4.26M -$48K -609 -1%
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