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State Street Utilities Select Sector SPDR ETF

1,354 hedge funds and large institutions have $10.9B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 522 increasing their positions, 473 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 127

10% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 473

0% less funds holding

Funds holding: 1,3591,354 (-5)

10.48% less ownership

Funds ownership: 136.24%125.75% (-10%)

15% less capital invested

Capital invested by funds: $12.8B → $10.9B (-$1.87B)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

68% less call options, than puts

Call options by funds: $967M | Put options by funds: $3.01B

Holders
1,354
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
18.16%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.47%
New
147
Increased
522
Reduced
473
Closed
127
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
276
Penserra Capital Management
California
$3.86M +$3.83M +97,982 New
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$3.86M +$10.2K +260 +0.3%
DWM
278
Denver Wealth Management
Colorado
$3.83M -$385K -9,856 -9%
RRA
279
Round Rock Advisors
Connecticut
$3.82M +$3.79M +96,904 New
HHRDM
280
H&H Retirement Design & Management
Nevada
$3.82M +$11.6K +298 +0.3%
EWA
281
EP Wealth Advisors
California
$3.81M -$77.8K -1,992 -2%
CTC
282
Central Trust Company
Missouri
$3.78M +$402K +10,280 +12%
FAIM
283
Financial Advocates Investment Management
Washington
$3.76M -$392K -10,036 -10%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$3.73M +$1.77M +45,286 +92%
Wellington Management Group
285
Wellington Management Group
Massachusetts
$3.69M +$2.59M +66,392 +243%
AI
286
Atom Investors
Texas
$3.65M +$2.15M +55,118 +147%
KPWS
287
Kestra Private Wealth Services
Texas
$3.64M +$36K +922 +1%
SRSA
288
S.R. Schill & Associates
Washington
$3.62M +$369K +9,436 +11%
MWPCG
289
Measured Wealth Private Client Group
New Hampshire
$3.62M -$670K -17,158 -16%
RAM
290
Readystate Asset Management
Illinois
$3.59M +$3.56M +91,100 New
PFP
291
Paragon Financial Partners
California
$3.57M +$9.22K +236 +0.3%
EIP
292
Ellis Investment Partners
Pennsylvania
$3.57M -$354K -9,050 -9%
TCOO
293
Trust Company of Oklahoma
Oklahoma
$3.57M +$33.1K +846 +0.9%
AA
294
Apriem Advisors
California
$3.53M
FG
295
Fiduciary Group
Georgia
$3.48M -$169K -4,318 -5%
CWM
296
Centurion Wealth Management
Virginia
$3.46M
HA
297
Hamel Associates
New Jersey
$3.45M -$25.6K -654 -0.7%
CWM
298
Cranbrook Wealth Management
Michigan
$3.43M -$81.2K -2,078 -2%
GWM
299
Geneos Wealth Management
Colorado
$3.43M +$1.65M +42,210 +94%
WFA
300
West Financial Advisors
Iowa
$3.42M +$553K +14,154 +20%

XLU Hedge Fund Activity: Q1 2025 in Review

1,354 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2025, worth a combined $10.9B — down 15% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 127 closed out — a net gain of 20 holders — while 522 added to existing stakes and 473 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $210M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $258M sold.

  • 1,354 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2025, down from 1,359 in Q4 2024.
  • Funds reported $10.9B of State Street Utilities Select Sector SPDR ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2025 and 127 closed out, a net change of +20 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $210M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $258M sold.

Based on aggregated 13F filings for Q1 2025.