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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 %
GT
351
Glenmede Trust
Pennsylvania
$2.65M +$148K +1,875 +6%
DADC
352
D.A. Davidson & Co
Montana
$2.64M +$167K +2,119 +7%
FFS
353
Founders Financial Securities
Maryland
$2.64M +$987K +12,544 +60%
CSP
354
Cary Street Partners
Virginia
$2.63M -$140K -1,777 -5%
SFP
355
Strategic Financial Partners
Oregon
$2.62M +$2.62M +33,189 New
SWM
356
SeaCrest Wealth Management
New York
$2.58M +$34.8K +441 +1%
AAS
357
Ameritas Advisory Services
Nebraska
$2.57M +$332K +4,264 +15%
CWM
358
Collaborative Wealth Management
Florida
$2.56M -$86K -1,091 -3%
ACA
359
Atlas Capital Advisors
Wyoming
$2.55M +$111K +1,406 +5%
TSWM
360
Tyler-Stone Wealth Management
Ohio
$2.54M +$136K +1,719 +6%
RBC
361
Rye Brook Capital
Connecticut
$2.54M +$27.6K +350 +1%
MA
362
Montag & Associates
Georgia
$2.53M -$357K -4,530 -12%
EMAM
363
Encompass More Asset Management
California
$2.53M +$287K +3,643 +13%
MAM
364
Milestone Asset Management
Pennsylvania
$2.53M +$2.53M +32,023 New
HNB
365
Huntington National Bank
Ohio
$2.52M -$143K -1,813 -5%
FPGT
366
Financial Partners Group (Tennessee)
Tennessee
$2.52M -$723K -9,172 -22%
MHI
367
Miller Howard Investments
New York
$2.49M -$2.62M -33,219 -51%
G
368
GenTrust
Florida
$2.48M +$2.48M +31,428 New
SP
369
Symmetry Partners
Connecticut
$2.47M +$269K +3,408 +12%
Credit Agricole
370
Credit Agricole
France
$2.47M +$535K +6,780 +28%
FFN
371
Focus Financial Network
Minnesota
$2.47M -$830K -10,532 -25%
RA
372
RFG Advisory
Alabama
$2.46M -$2.4M -30,438 -49%
ANTB
373
AMG National Trust Bank
Colorado
$2.43M +$213K +2,704 +10%
SCA
374
Sage Capital Advisors
South Dakota
$2.42M +$71.1K +902 +3%
GS
375
GTS Securities
New York
$2.42M -$3.57M -45,229 -60%
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