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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
WF
351
Wayfinding Financial
Washington
$2.66M -$62.9K -1,610 -2%
SB
352
Simmons Bank
Arkansas
$2.65M -$5.39K -138 -0.2%
GT
353
Glenmede Trust
Pennsylvania
$2.65M +$147K +3,750 +6%
DADC
354
D.A. Davidson & Co
Montana
$2.64M +$166K +4,238 +7%
FFS
355
Founders Financial Securities
Maryland
$2.64M +$980K +25,088 +60%
CSP
356
Cary Street Partners
Virginia
$2.63M -$139K -3,554 -5%
SFP
357
Strategic Financial Partners
Oregon
$2.62M +$2.59M +66,378 New
SWM
358
SeaCrest Wealth Management
New York
$2.58M +$34.5K +882 +1%
AAS
359
Ameritas Advisory Services
Nebraska
$2.57M +$333K +8,528 +15%
CWM
360
Collaborative Wealth Management
Florida
$2.56M -$85.3K -2,182 -3%
ACA
361
Atlas Capital Advisors
Wyoming
$2.55M +$110K +2,812 +5%
TSWM
362
Tyler-Stone Wealth Management
Ohio
$2.54M +$134K +3,438 +6%
RBC
363
Rye Brook Capital
Connecticut
$2.54M +$27.3K +700 +1%
MA
364
Montag & Associates
Georgia
$2.53M -$354K -9,060 -12%
EMAM
365
Encompass More Asset Management
California
$2.53M +$285K +7,286 +13%
MAM
366
Milestone Asset Management
Pennsylvania
$2.53M +$2.5M +64,046 New
HNB
367
Huntington National Bank
Ohio
$2.52M -$142K -3,626 -5%
FPGT
368
Financial Partners Group (Tennessee)
Tennessee
$2.52M -$717K -18,344 -22%
MHI
369
Miller Howard Investments
New York
$2.49M -$2.6M -66,438 -51%
G
370
GenTrust
Florida
$2.48M +$2.46M +62,856 New
SP
371
Symmetry Partners
Connecticut
$2.47M +$266K +6,816 +12%
Credit Agricole
372
Credit Agricole
France
$2.47M +$530K +13,560 +28%
FFN
373
Focus Financial Network
Minnesota
$2.47M -$823K -21,064 -25%
RA
374
RFG Advisory
Alabama
$2.46M -$2.38M -60,876 -49%
ANTB
375
AMG National Trust Bank
Colorado
$2.43M +$211K +5,408 +10%

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.