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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
GM
476
GeoWealth Management
Illinois
$1.69M +$343K +8,776 +26%
AWM
477
Accel Wealth Management
Iowa
$1.69M +$5.86K +150 +0.4%
PFA
478
Peak Financial Advisors
Colorado
$1.67M -$1.33K -34 -0.1%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67M +$1.14M +29,094 +218%
SG
480
Sharper & Granite
California
$1.67M -$11.7K -300 -0.7%
HI
481
Harper Investing
California
$1.66M +$387K +9,896 +31%
VVP
482
Venture Visionary Partners
Ohio
$1.66M -$78 -2 -0%
SCM
483
SCS Capital Management
Massachusetts
$1.65M +$1.64M +41,956 New
PG
484
Proffitt & Goodson
Tennessee
$1.65M -$7.03K -180 -0.4%
LFA
485
Laraway Financial Advisors
Minnesota
$1.65M +$3.05K +78 +0.2%
CB
486
Community Bank
New York
$1.63M +$7.81K +200 +0.5%
EFI
487
EHP Funds Inc
Canada
$1.62M -$336K -8,600 -17%
PSCM
488
Per Stirling Capital Management
Texas
$1.61M +$1.34M +34,352 +523%
CGFA
489
Colton Groome Financial Advisors
North Carolina
$1.61M -$87K -2,228 -5%
MCM
490
Manchester Capital Management
Vermont
$1.61M
Envestnet Portfolio Solutions
491
Envestnet Portfolio Solutions
Illinois
$1.61M -$354K -9,048 -18%
1SB
492
1ST Source Bank
Indiana
$1.61M +$7.11K +182 +0.4%
Zurich Cantonal Bank
493
Zurich Cantonal Bank
Switzerland
$1.6M -$33.4K -854 -2%
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$1.6M +$7.81K +200 +0.5%
SIM
495
SSI Investment Management
California
$1.6M -$625 -16 -0%
AC
496
Aristides Capital
Kentucky
$1.59M
IAIM
497
International Assets Investment Management
Florida
$1.59M +$422K +10,812 +37%
CV
498
Counterweight Ventures
North Carolina
$1.58M +$54.9K +1,406 +4%
MUAMU
499
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.58M +$1.56M +40,000 New
PEAK6
500
PEAK6
Illinois
$1.58M +$869K +22,242 +125%

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.