XLU icon

State Street Utilities Select Sector SPDR ETF

1,495 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 618 increasing their positions, 457 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$363M)

60.67% less ownership

Funds ownership: 122.78%62.1% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
376
UBS AM
Illinois
$2.99M
HI
377
Horizon Investments
North Carolina
$2.98M
RW
378
Rockport Wealth
Ohio
$2.98M
WCM
379
Winthrop Capital Management
Indiana
$2.97M
GRP
380
Global Retirement Partners
California
$2.96M
FPH
381
Financial Planning Hawaii
Hawaii
$2.92M
GT
382
Glenmede Trust
Pennsylvania
$2.92M
MFG
383
Magnus Financial Group
New York
$2.91M
AWM
384
Adams Wealth Management
Utah
$2.91M
CI
385
CacheTech Inc
Utah
$2.91M
AAIM
386
American Assets Investment Management
California
$2.9M
AC
387
AlphaCore Capital
California
$2.9M
TAM
388
Tucker Asset Management
Colorado
$2.9M
FFA
389
Fragasso Financial Advisors
Pennsylvania
$2.87M
AWM
390
AE Wealth Management
Kansas
$2.83M
FMC
391
First Merchants Corp
Indiana
$2.82M
CAS
392
CTC Alternative Strategies
Illinois
$2.82M
MCM
393
MV Capital Management
Maryland
$2.82M
SB
394
Simmons Bank
Arkansas
$2.81M
FCH
395
Freestone Capital Holdings
Washington
$2.81M
KOMWMG
396
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.8M
WA
397
WBH Advisory
Maryland
$2.8M
ACM
398
Agave Capital Management
$2.79M
TF
399
Tenzing Financial
Virginia
$2.79M
PP
400
Patten & Patten
Tennessee
$2.78M