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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 %
RCA
326
Ranch Capital Advisors
Florida
$3.09M +$303K +3,708 +11%
AAS
327
Ameritas Advisory Services
Nebraska
$3.07M +$377K +4,614 +14%
LCM
328
LCM Capital Management
Illinois
$3.07M +$14.5K +177 +0.5%
OHIS
329
Oak Harvest Investment Services
Texas
$3.07M -$1.98M -24,239 -39%
SI
330
Shaker Investments
Ohio
$3.07M +$3.07M +37,552 New
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$3.06M +$2.92M +35,754 +2,080%
FCH
332
Freestone Capital Holdings
Washington
$3.05M -$2.2M -26,996 -42%
CWM
333
Cordatus Wealth Management
Pennsylvania
$3.01M -$14.9K -183 -0.5%
FFN
334
Focus Financial Network
Minnesota
$3M +$445K +5,449 +17%
AFP
335
Ausdal Financial Partners
Iowa
$2.98M -$453K -5,548 -13%
TPWA
336
TRUE Private Wealth Advisors
Oregon
$2.97M +$181K +2,217 +6%
CH
337
Canton Hathaway
Rhode Island
$2.93M -$16.3K -200 -0.6%
CIM
338
CIM Investment Management
Pennsylvania
$2.92M -$13K -159 -0.4%
WA
339
Waverly Advisors
Alabama
$2.91M +$67.7K +829 +2%
CCAL
340
City Center Advisors LLC
Michigan
$2.9M +$2.15M +26,372 +287%
FMC
341
First Merchants Corp
Indiana
$2.9M -$113K -1,382 -4%
KOMWMG
342
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.9M +$512K +6,272 +21%
TSWM
343
Tyler-Stone Wealth Management
Ohio
$2.89M +$262K +3,207 +10%
WF
344
Wayfinding Financial
Washington
$2.85M -$91.2K -1,044 -3%
RBC
345
Rye Brook Capital
Connecticut
$2.85M +$220K +2,700 +8%
DJSG
346
D.J. St. Germain
Massachusetts
$2.84M -$12.9K -158 -0.5%
AWMT
347
AAFMAA Wealth Management & Trust
North Carolina
$2.84M +$652K +7,987 +30%
WA
348
WBH Advisory
Maryland
$2.82M -$177K -2,162 -6%
WQ
349
Wealth Quarterback
New Jersey
$2.82M +$849K +10,398 +43%
CI
350
CX Institutional
Indiana
$2.82M -$323K -3,957 -10%
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