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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
SCA
376
Sage Capital Advisors
South Dakota
$2.42M +$70.5K +1,804 +3%
GS
377
GTS Securities
New York
$2.42M -$3.53M -90,458 -60%
Legal & General Group
378
Legal & General Group
United Kingdom
$2.41M +$2.29M +58,600 +1,776%
FTUS
379
Flow Traders U.S.
New York
$2.4M +$2.38M +60,986 New
WCM
380
Winthrop Capital Management
Indiana
$2.39M -$292K -7,462 -11%
WBCM
381
Wilson & Boucher Capital Management
California
$2.36M -$24.7K -632 -1%
DLCIG
382
D.L. Carlson Investment Group
New Hampshire
$2.35M -$95.4K -2,442 -4%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.35M -$255K -6,534 -10%
HI
384
Horizon Investments
North Carolina
$2.35M +$793K +20,284 +52%
SFP
385
Shepherd Financial Partners
Massachusetts
$2.34M +$158K +4,048 +7%
AAS
386
Asset Allocation Strategies
Michigan
$2.33M -$362K -9,264 -14%
SF
387
Synovus Financial
Georgia
$2.32M +$64.3K +1,646 +3%
KOMWMG
388
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.3M +$401K +10,268 +21%
FPW
389
Fairvoy Private Wealth
Alabama
$2.3M -$206K -5,276 -8%
CB
390
Commerce Bank
Missouri
$2.3M +$167K +4,262 +8%
DSN
391
D. Scott Neal
Kentucky
$2.28M +$2.26M +57,866 New
MWM
392
Modera Wealth Management
New Jersey
$2.28M +$5.16K +132 +0.2%
MFG
393
Magnus Financial Group
New York
$2.28M +$329K +8,430 +17%
SAW
394
Signal Advisors Wealth
Michigan
$2.27M -$2.73M -69,952 -55%
CA
395
CoreCap Advisors
Michigan
$2.27M -$643K -16,448 -22%
LA
396
LM Advisors
California
$2.27M +$39.1K +1,000 +2%
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M +$7.81K +200 +0.4%
BCFS
398
Butensky & Cohen Financial Security
Florida
$2.24M +$15.2K +388 +0.7%
MBTD
399
Mechanics Bank - Trust Department
California
$2.24M +$217K +5,564 +11%
ZIG
400
Zullo Investment Group
Pennsylvania
$2.24M -$50.6K -1,296 -2%

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.