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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,368 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 556 increasing their positions, 439 reducing their positions, and 106 closing their positions.

Holders
1,368
Holders Change
+26
Holders Change %
+1.94%
% of All Funds
18.37%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
160
Increased
556
Reduced
439
Closed
106
Calls
$1.15B
Puts
$2.62B
Net Calls
-$1.47B
Net Calls Change
+$578M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$742M
2
Wells Fargo
2
Wells Fargo
California
$510M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$238M
4
Bank of America
4
Bank of America
North Carolina
$971M
5
SCB
5
Saudi Central Bank
Saudi Arabia
$127M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$232M
2
DFG
2
Demars Financial Group
Washington
$325K
3
Bessemer Group
3
Bessemer Group
New Jersey
$252M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$67.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
251
Appleton Partners
Massachusetts
$4.78M 58,493 -450 -0.8%
HFA
252
Hippocratic Financial Advisors
California
$4.74M 58,098 +58,098 New
PFS
253
Prospera Financial Services
Texas
$4.59M 56,266 -12,155 -18%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$4.59M 56,198 +4,122 +8%
VIA
255
Vickerman Investment Advisors
Washington
$4.5M 55,049 -5,070 -8%
CCA
256
Cadent Capital Advisors
Oklahoma
$4.47M 54,719 +724 +1%
AQR Capital Management
257
AQR Capital Management
Connecticut
$4.45M 54,491 +2,809 +5%
HHRDM
258
H&H Retirement Design & Management
Nevada
$4.44M 52,897 +2,644 +5%
PWM
259
Perigon Wealth Management
California
$4.44M 54,423 -19,554 -26%
DC
260
Davenport & Co
Virginia
$4.42M 54,163 +17,500 +48%
MFG
261
MidWestOne Financial Group
Iowa
$4.4M 53,932 +1,797 +3%
CTC
262
Central Trust Company
Missouri
$4.39M 53,732 +5,757 +12%
AIC
263
Ayalon Insurance Company
Israel
$4.39M 53,705 – –
RRA
264
Round Rock Advisors
Connecticut
$4.38M 53,647 +5,195 +11%
MOS
265
MGO One Seven
Ohio
$4.35M 53,217 -3,814 -7%
WIM
266
Waycross Investment Management
Washington
$4.34M 53,191 +2,478 +5%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$4.31M 52,801 +3,843 +8%
VU
268
Valence8 US
Massachusetts
$4.31M 52,772 +258 +0.5%
BFG
269
Berger Financial Group
Minnesota
$4.3M 52,605 +1,641 +3%
VA
270
Valmark Advisers
Ohio
$4.29M 52,485 -355 -0.7%
MWPCG
271
Measured Wealth Private Client Group
New Hampshire
$4.27M 52,242 +6,348 +14%
HWA
272
HCR Wealth Advisors
California
$4.25M 52,102 +1,154 +2%
RC
273
Roundview Capital
New Jersey
$4.25M 52,021 -176 -0.3%
AMI
274
Amica Mutual Insurance
Rhode Island
$4.24M 51,924 – –
BRWA
275
B. Riley Wealth Advisors
Florida
$4.12M 50,492 +50,492 New
9 10
11
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