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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
AWM
401
AE Wealth Management
Kansas
$2.23M +$231K +5,900 +12%
PCMF
402
Private Capital Management (Florida)
Florida
$2.22M -$27.6K -706 -1%
VCM
403
Virtue Capital Management
Tennessee
$2.22M -$5.46M -139,834 -71%
PP
404
Patten & Patten
Tennessee
$2.2M +$45.5K +1,164 +2%
PCA
405
Pallas Capital Advisors
Massachusetts
$2.2M -$189K -4,842 -8%
CI
406
Cavalier Investments
Georgia
$2.2M +$2.18M +55,680 New
SCI
407
Stableford Capital II
Arizona
$2.19M -$1.94M -49,534 -47%
AWM
408
Axxcess Wealth Management
California
$2.18M -$1.22M -31,230 -36%
JF
409
JSF Financial
California
$2.16M +$117K +3,000 +6%
PF
410
PlanWiser Financial
Colorado
$2.15M +$2.08M +53,300 New
ClearBridge Investments
411
ClearBridge Investments
New York
$2.14M -$15.6K -400 -0.7%
AIM
412
Aspen Investment Management
Michigan
$2.14M +$323K +8,274 +18%
RL
413
Retireful LLC
Michigan
$2.14M -$573K -14,672 -21%
FHWM
414
Fox Hill Wealth Management
Massachusetts
$2.14M +$3.44K +88 +0.2%
ACI
415
Alpha Cubed Investments
California
$2.13M -$268K -6,862 -11%
KWM
416
Kingsview Wealth Management
Oregon
$2.12M -$212K -5,426 -9%
AWMT
417
AAFMAA Wealth Management & Trust
North Carolina
$2.11M +$2.09M +53,498 New
JSW
418
Journey Strategic Wealth
New Jersey
$2.1M +$10.9K +278 +0.5%
EAM
419
Everstar Asset Management
North Carolina
$2.09M -$70.6K -1,808 -3%
PPWP
420
Premier Path Wealth Partners
New Jersey
$2.09M -$40.5K -1,036 -2%
BCM
421
Brookstone Capital Management
Illinois
$2.07M -$1.58M -40,358 -43%
CC
422
Callan Capital
California
$2.06M -$77.7K -1,988 -4%
TWC
423
TD Waterhouse Canada
Ontario, Canada
$2.05M +$664K +16,992 +49%
WAP
424
Wealthcare Advisory Partners
Pennsylvania
$2.03M -$61.7K -1,578 -3%
HI
425
Hudock Inc
Pennsylvania
$2.02M +$618K +15,830 +45%

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.