XLU icon

State Street Utilities Select Sector SPDR ETF

1,493 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 209 funds opening new positions, 617 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 (+$362M)

60.68% 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
1,493
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
AWP
451
Accretive Wealth Partners
New Jersey
$2.21M
AWM
452
Axxcess Wealth Management
California
$2.21M
AIP
453
Arrowpoint Investment Partners
Singapore
$2.21M
PPWP
454
Premier Path Wealth Partners
New Jersey
$2.21M
MBTD
455
Mechanics Bank - Trust Department
California
$2.2M
SL
456
Savior LLC
Massachusetts
$2.2M
PCMF
457
Private Capital Management (Florida)
Florida
$2.19M
TPCW
458
TD Private Client Wealth
New York
$2.19M
JPLA
459
Joseph P. Lucia & Associates
New York
$2.18M
ZIG
460
Zuckerman Investment Group
Illinois
$2.17M
AAIM
461
Asset Advisors Investment Management
Georgia
$2.14M
KA
462
Kovack Advisors
Florida
$2.14M
CW
463
CreativeOne Wealth
Kansas
$2.13M
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$2.13M
GAM
465
Gotham Asset Management
New York
$2.13M
SC
466
Shuttleworth & Co
Ohio
$2.12M
RL
467
Retireful LLC
Michigan
$2.11M
SW
468
Simplicity Wealth
New Jersey
$2.1M
TIAA Trust, National Association
469
TIAA Trust, National Association
North Carolina
$2.09M
ClearBridge Investments
470
ClearBridge Investments
New York
$2.08M
CIA
471
Choate Investment Advisors
Massachusetts
$2.06M
SAM
472
Secure Asset Management
Michigan
$2.06M
GWM
473
Geneos Wealth Management
Colorado
$2.05M
SAM
474
Securian Asset Management
Minnesota
$2.05M
WWM
475
Western Wealth Management
Colorado
$2.05M