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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 %
VWM
426
Venturi Wealth Management
Texas
$2M +$850K +10,786 +74%
JIC
427
Johnson Investment Counsel
Ohio
$2M -$52.3K -663 -3%
Wealthfront Advisers
428
Wealthfront Advisers
California
$2M +$144K +1,829 +8%
IFA
429
Interactive Financial Advisors
Illinois
$2M +$47.6K +604 +2%
MFG
430
Midwest Financial Group
Kansas
$2M +$151K +1,911 +8%
GVAG
431
Great Valley Advisor Group
Delaware
$1.99M +$117K +1,486 +6%
WIA
432
Wealthedge Investment Advisors
New York
$1.99M +$522K +6,623 +36%
CBT
433
Crews Bank & Trust
Florida
$1.98M -$25.2K -320 -1%
AWM
434
Apollon Wealth Management
South Carolina
$1.98M +$78.7K +998 +4%
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$1.98M -$2.58M -32,706 -57%
MIG
436
Mariner Investment Group
New York
$1.97M +$1.97M +25,000 New
SC
437
Scotia Capital
Ontario, Canada
$1.96M +$1.54M +19,504 +361%
PTC
438
Private Trust Company
Ohio
$1.92M +$67.5K +856 +4%
STA
439
Summit Trail Advisors
New York
$1.92M -$365K -4,630 -16%
TSS
440
Two Sigma Securities
New York
$1.91M +$683K +8,661 +56%
WQ
441
Wealth Quarterback
New Jersey
$1.91M -$1.54M -19,563 -45%
CIA
442
Choate Investment Advisors
Massachusetts
$1.9M – – –
AWA
443
Arkadios Wealth Advisors
Georgia
$1.9M +$473K +5,998 +33%
SAM
444
Securian Asset Management
Minnesota
$1.89M – – –
CIG
445
Consolidated Investment Group
Colorado
$1.88M -$89.1K -1,130 -5%
WIC
446
Woodmont Investment Counsel
Tennessee
$1.86M -$13.2K -168 -0.7%
GC
447
Guidance Capital
Kentucky
$1.85M +$34.2K +429 +2%
IAA
448
Ironsides Asset Advisors
North Carolina
$1.85M – – –
SWM
449
Sendero Wealth Management
Texas
$1.84M – – –
CIAS
450
Capital Investment Advisory Services
North Carolina
$1.84M -$15.5K -197 -0.8%
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