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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 %
KCFA
301
Key Client Fiduciary Advisors
New Jersey
$3.32M -$1.18M -14,997 -26%
AFP
302
Ausdal Financial Partners
Iowa
$3.31M +$315K +3,991 +10%
MWM
303
MFG Wealth Management
Indiana
$3.28M +$19.2K +244 +0.6%
MA
304
Mutual Advisors
Nebraska
$3.27M +$1.42M +18,164 +77%
1NWS
305
1 North Wealth Services
Maryland
$3.25M +$3.25M +41,236 New
LWM
306
Lionsbridge Wealth Management
Florida
$3.24M +$1.47M +19,119 +83%
PCG
307
Prosperity Consulting Group
Maryland
$3.22M +$483K +6,124 +18%
FMTCOCP
308
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.22M +$251K +3,178 +8%
PEA
309
Park Edge Advisors
Ohio
$3.17M +$398K +5,048 +14%
GCA
310
Greenwood Capital Associates
South Carolina
$3.12M +$241K +3,061 +8%
ABC
311
Associated Banc-Corp
Wisconsin
$3.12M -$12.5K -159 -0.4%
Simplex Trading
312
Simplex Trading
Illinois
$3.1M -$9.12M -115,694 -75%
PI
313
PFG Investments
New York
$3.09M +$302K +3,825 +11%
SW
314
SMART Wealth
Nebraska
$3.09M +$1.98M +25,140 +179%
NB
315
NBT Bank
New York
$3.08M -$43.8K -556 -1%
PFT
316
Providence First Trust
Arizona
$3.08M +$80.5K +1,021 +3%
HI
317
Harbour Investments
Wisconsin
$3.06M -$1.1M -13,959 -26%
IP
318
Investment Partners
Ohio
$3.06M +$2.52K +32 +0.1%
IWM
319
Inlight Wealth Management
Georgia
$3.04M +$3.04M +38,547 New
CI
320
CX Institutional
Indiana
$3.03M +$521K +6,603 +21%
KeyBank National Association
321
KeyBank National Association
Ohio
$2.98M +$7.57K +96 +0.3%
CI
322
CacheTech Inc
Utah
$2.98M +$2.98M +37,738 New
AWM
323
Adams Wealth Management
Utah
$2.98M +$2.98M +37,738 New
LCM
324
LCM Capital Management
Illinois
$2.95M +$16.7K +212 +0.6%
ARC
325
Advisor Resource Council
Texas
$2.95M +$2.95M +38,745 New
11 12
13
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