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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
SWM
451
Sendero Wealth Management
Texas
$1.84M
CIAS
452
Capital Investment Advisory Services
North Carolina
$1.84M -$15.4K -394 -0.8%
GAM
453
Grandview Asset Management
Pennsylvania
$1.83M +$609K +15,592 +50%
WAS
454
WESPAC Advisors SoCal
California
$1.8M +$234 +6 +0%
FSA
455
Franklin Street Advisors
North Carolina
$1.79M
CG
456
Corundum Group
Colorado
$1.79M -$982K -25,146 -36%
MCM
457
M1 Capital Management
Michigan
$1.77M +$5.86K +150 +0.3%
MWAM
458
Manhattan West Asset Management
California
$1.76M +$24K +614 +1%
ZIG
459
Zuckerman Investment Group
Illinois
$1.76M +$18.1K +462 +1%
IAN
460
Integrated Advisors Network
Texas
$1.76M -$1.29M -32,986 -43%
HSA
461
HBK Sorce Advisory
Pennsylvania
$1.75M +$141K +3,614 +9%
NCM
462
NCM Capital Management
New Jersey
$1.75M +$77.6K +1,986 +5%
Koshinski Asset Management
463
Koshinski Asset Management
Illinois
$1.74M -$246K -6,298 -13%
CA
464
Corrado Advisors
New Jersey
$1.73M +$123K +3,156 +8%
HH
465
Hilltop Holdings
Texas
$1.73M +$396K +10,142 +30%
HVIA
466
Hudson Valley Investment Advisors
New York
$1.73M -$31.3K -802 -2%
UCFA
467
United Capital Financial Advisors
Texas
$1.72M +$292K +7,472 +21%
KA
468
Kercheville Advisors
Texas
$1.71M -$35.2K -900 -2%
MWM
469
Moulton Wealth Management
Washington
$1.71M +$240K +6,138 +17%
ECM
470
ExodusPoint Capital Management
New York
$1.7M -$4.84K -124 -0.3%
PWP
471
Perfromance Wealth Partners
Illinois
$1.7M -$66.8K -1,710 -4%
HCM
472
Hollencrest Capital Management
California
$1.7M +$78 +2 +0%
CIC
473
Chilton Investment Company
Connecticut
$1.7M
GLA
474
Good Life Advisors
Pennsylvania
$1.69M +$224K +5,728 +15%
IFPG
475
Intrepid Financial Planning Group
Indiana
$1.69M -$102K -2,604 -6%

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.