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State Street Utilities Select Sector SPDR ETF

1,394 hedge funds and large institutions have $11.6B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 567 increasing their positions, 448 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 109

27% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 448

7% more capital invested

Capital invested by funds: $10.9B → $11.6B (+$739M)

4.28% more ownership

Funds ownership: 125.75%130.04% (+4.3%)

3% more funds holding

Funds holding: 1,3551,394 (+39)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

59% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $2.93B

Holders
1,394
Holders Change
+39
Holders Change %
+2.88%
% of All Funds
18.35%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
164
Increased
567
Reduced
448
Closed
109
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
276
HCR Wealth Advisors
California
$4.25M +$92K +2,308 +2%
RC
277
Roundview Capital
New Jersey
$4.25M -$14K -352 -0.3%
AMI
278
Amica Mutual Insurance
Rhode Island
$4.24M
TAM
279
Tucker Asset Management
Colorado
$4.17M +$3.89M +97,744 +2,176%
BRWA
280
B. Riley Wealth Advisors
Florida
$4.12M +$4.02M +100,984 New
CSP
281
Cary Street Partners
Virginia
$4.07M +$1.31M +32,962 +49%
DWM
282
Denver Wealth Management
Colorado
$4.07M +$97.8K +2,454 +3%
GI
283
GAMCO Investors
Connecticut
$4.03M +$3.62M +90,790 +1,155%
SWP
284
Stratos Wealth Partners
Ohio
$3.98M +$2.66M +66,678 +216%
SEM
285
Strategic Equity Management
Arizona
$3.95M +$3.85M +96,750 New
HW
286
Hancock Whitney
Mississippi
$3.92M +$3.83M +96,086 New
HI
287
Harbour Investments
Wisconsin
$3.9M +$707K +17,740 +23%
SRSA
288
S.R. Schill & Associates
Washington
$3.9M +$140K +3,506 +4%
BBVA
289
Banco Bilbao Vizcaya Argentaria
Spain
$3.89M -$43.5M -1,092,636 -92%
KPWS
290
Kestra Private Wealth Services
Texas
$3.88M +$113K +2,830 +3%
DADC
291
D.A. Davidson & Co
Montana
$3.83M +$1.06M +26,700 +40%
EWA
292
Exencial Wealth Advisors
Oklahoma
$3.8M -$292K -7,320 -7%
1NWS
293
1 North Wealth Services
Maryland
$3.8M +$418K +10,500 +13%
CWM
294
Centric Wealth Management
Illinois
$3.79M +$2.92M +73,312 +497%
TCOO
295
Trust Company of Oklahoma
Oklahoma
$3.74M +$37.5K +942 +1%
MA
296
Mutual Advisors
Nebraska
$3.72M +$178K +4,468 +5%
FGA
297
Fortis Group Advisors
New Jersey
$3.72M -$2.56M -64,372 -43%
PCM
298
Penserra Capital Management
California
$3.69M -$302K -7,572 -8%
FIA
299
Foundations Investment Advisors
Arizona
$3.68M -$403K -10,114 -10%
PFP
300
Paragon Financial Partners
California
$3.67M -$32.9K -826 -0.9%

XLU Hedge Fund Activity: Q2 2025 in Review

1,394 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q2 2025, worth a combined $11.6B — up 6.8% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new XLU positions and 109 closed out — a net gain of 55 holders — while 567 added to existing stakes and 448 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $703M. The largest seller was Goldman Sachs, cutting an estimated $367M.

  • 1,394 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q2 2025, up from 1,355 in Q1 2025.
  • Funds reported $11.6B of State Street Utilities Select Sector SPDR ETF stock for Q2 2025, up 6.8% quarter-over-quarter.
  • 164 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q2 2025 and 109 closed out, a net change of +55 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $703M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q2 2025 was Goldman Sachs, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2025.