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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 %
GAM
451
Grandview Asset Management
Pennsylvania
$1.84M +$615K +7,796 +50%
WAS
452
WESPAC Advisors SoCal
California
$1.8M +$237 +3 +0%
FSA
453
Franklin Street Advisors
North Carolina
$1.79M – – –
CG
454
Corundum Group
Colorado
$1.79M -$991K -12,573 -36%
MCM
455
M1 Capital Management
Michigan
$1.77M +$5.91K +75 +0.3%
MWAM
456
Manhattan West Asset Management
California
$1.76M +$24.2K +307 +1%
ZIG
457
Zuckerman Investment Group
Illinois
$1.76M +$18.2K +231 +1%
IAN
458
Integrated Advisors Network
Texas
$1.76M -$1.3M -16,493 -43%
HSA
459
HBK Sorce Advisory
Pennsylvania
$1.75M +$142K +1,807 +9%
NCM
460
NCM Capital Management
New Jersey
$1.75M +$78.3K +993 +5%
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$1.74M -$248K -3,149 -13%
CA
462
Corrado Advisors
New Jersey
$1.73M +$124K +1,578 +8%
HH
463
Hilltop Holdings
Texas
$1.73M +$400K +5,071 +30%
HVIA
464
Hudson Valley Investment Advisors
New York
$1.73M -$31.6K -401 -2%
UCFA
465
United Capital Financial Advisors
Texas
$1.72M +$295K +3,736 +21%
KA
466
Kercheville Advisors
Texas
$1.71M -$35.5K -450 -2%
MWM
467
Moulton Wealth Management
Washington
$1.71M +$242K +3,069 +17%
ECM
468
ExodusPoint Capital Management
New York
$1.7M -$4.89K -62 -0.3%
PWP
469
Perfromance Wealth Partners
Illinois
$1.7M -$67.4K -855 -4%
HCM
470
Hollencrest Capital Management
California
$1.7M +$79 +1 +0%
CIC
471
Chilton Investment Company
Connecticut
$1.7M – – –
GLA
472
Good Life Advisors
Pennsylvania
$1.69M +$226K +2,864 +15%
IFPG
473
Intrepid Financial Planning Group
Indiana
$1.69M -$102K -1,302 -6%
GM
474
GeoWealth Management
Illinois
$1.69M +$346K +4,388 +26%
AWM
475
Accel Wealth Management
Iowa
$1.69M +$5.91K +75 +0.4%
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