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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,373 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 161 funds opening new positions, 558 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+31
Holders Change %
+2.31%
% of All Funds
18.41%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
558
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M

Top Buyers

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$232M
2
DFG
Demars Financial Group
Washington
$325K
3
Bessemer Group
Bessemer Group
New Jersey
$252M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$67.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TTA
301
Thor Trading Advisors
Pennsylvania
$3.63M +$3.63M +44,416 New
CWM
302
Cranbrook Wealth Management
Michigan
$3.6M +$38.5K +471 +1%
HA
303
Hamel Associates
New Jersey
$3.56M -$17K -208 -0.5%
PCG
304
Prosperity Consulting Group
Maryland
$3.54M +$203K +2,480 +6%
QIM
305
Quantitative Investment Management
Virginia
$3.54M -$19M -232,266 -84%
FG
306
Fiduciary Group
Georgia
$3.52M -$80.4K -985 -2%
JMFC
307
J.M. Forbes & Co
Massachusetts
$3.49M -$6.86K -84 -0.2%
PI
308
PFG Investments
New York
$3.48M +$274K +3,353 +9%
GRP
309
Global Retirement Partners
California
$3.45M +$3.45M +42,284 New
MWM
310
MFG Wealth Management
Indiana
$3.45M +$47.9K +587 +1%
GWM
311
Geneos Wealth Management
Colorado
$3.44M -$111K -1,357 -3%
FMTCOCP
312
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.36M +$25.7K +315 +0.8%
KCFA
313
Key Client Fiduciary Advisors
New Jersey
$3.34M -$106K -1,293 -3%
AWMG
314
ADG Wealth Management Group
Louisiana
$3.31M +$3.31M +40,506 New
QCM
315
Quantinno Capital Management
New York
$3.3M +$1.75M +21,458 +114%
KeyBank National Association
316
KeyBank National Association
Ohio
$3.21M +$121K +1,479 +4%
IAN
317
Integrated Advisors Network
Texas
$3.21M +$1.39M +16,991 +76%
IP
318
Investment Partners
Ohio
$3.19M +$21.6K +264 +0.7%
PFT
319
Providence First Trust
Arizona
$3.19M – – –
RFWA
320
RPg Family Wealth Advisory
Massachusetts
$3.16M +$239K +2,929 +8%
FFG
321
Floyd Financial Group
Missouri
$3.15M +$1.53M +18,749 +95%
ABC
322
Associated Banc-Corp
Wisconsin
$3.14M -$89.5K -1,096 -3%
GCA
323
Greenwood Capital Associates
South Carolina
$3.13M -$104K -1,271 -3%
SF
324
Synovus Financial
Georgia
$3.1M +$704K +8,619 +29%
NB
325
NBT Bank
New York
$3.1M -$93.9K -1,150 -3%
11 12
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