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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
BAM
426
Belpointe Asset Management
Nevada
$2.01M +$989K +25,316 +99%
AWP
427
Accretive Wealth Partners
New Jersey
$2.01M +$171K +4,364 +10%
VWM
428
Venturi Wealth Management
Texas
$2M +$843K +21,572 +74%
JIC
429
Johnson Investment Counsel
Ohio
$2M -$51.8K -1,326 -3%
Wealthfront Advisers
430
Wealthfront Advisers
California
$2M +$143K +3,658 +8%
IFA
431
Interactive Financial Advisors
Illinois
$2M +$47.2K +1,208 +2%
MFG
432
Midwest Financial Group
Kansas
$2M +$149K +3,822 +8%
GVAG
433
Great Valley Advisor Group
Delaware
$1.99M +$116K +2,972 +6%
WIA
434
Wealthedge Investment Advisors
New York
$1.99M +$518K +13,246 +36%
CBT
435
Crews Bank & Trust
Florida
$1.98M -$25K -640 -1%
AWM
436
Apollon Wealth Management
South Carolina
$1.98M +$78K +1,996 +4%
National Bank of Canada
437
National Bank of Canada
Quebec, Canada
$1.98M -$2.56M -65,412 -57%
MIG
438
Mariner Investment Group
New York
$1.97M +$1.95M +50,000 New
SC
439
Scotia Capital
Ontario, Canada
$1.96M +$1.52M +39,008 +361%
PTC
440
Private Trust Company
Ohio
$1.92M +$66.9K +1,712 +4%
STA
441
Summit Trail Advisors
New York
$1.92M -$362K -9,260 -16%
TSS
442
Two Sigma Securities
New York
$1.91M +$677K +17,322 +56%
WQ
443
Wealth Quarterback
New Jersey
$1.91M -$1.53M -39,126 -45%
CIA
444
Choate Investment Advisors
Massachusetts
$1.9M
AWA
445
Arkadios Wealth Advisors
Georgia
$1.9M +$469K +11,996 +33%
SAM
446
Securian Asset Management
Minnesota
$1.89M
CIG
447
Consolidated Investment Group
Colorado
$1.88M -$88.3K -2,260 -5%
WIC
448
Woodmont Investment Counsel
Tennessee
$1.86M -$13.1K -336 -0.7%
GC
449
Guidance Capital
Kentucky
$1.85M +$33.5K +858 +2%
IAA
450
Ironsides Asset Advisors
North Carolina
$1.85M

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.