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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 %
MC
501
Moors & Cabot
Massachusetts
$1.54M +$263K +3,335 +21%
MFG
502
Merit Financial Group
Georgia
$1.51M +$10.2K +129 +0.7%
CFG
503
Citizens Financial Group
Rhode Island
$1.49M -$118K -1,492 -7%
QCM
504
Quantinno Capital Management
New York
$1.49M +$64.3K +815 +5%
CBT
505
Central Bank & Trust
Kentucky
$1.47M +$519K +6,577 +54%
AAIM
506
Asset Advisors Investment Management
Georgia
$1.47M +$44.6K +565 +3%
WA
507
WP Advisors
California
$1.46M +$10.5K +133 +0.7%
WWM
508
Western Wealth Management
Colorado
$1.45M +$48.2K +611 +3%
PCMH
509
Polymer Capital Management (HK)
Hong Kong
$1.45M – – –
WIA
510
World Investment Advisors
California
$1.44M -$478K -6,064 -25%
SB
511
Strategic Blueprint
Georgia
$1.43M +$2.68K +34 +0.2%
CW
512
CreativeOne Wealth
Kansas
$1.41M -$78.8K -999 -5%
KA
513
Kovack Advisors
Florida
$1.41M +$99.6K +1,263 +8%
FFP
514
Freedom Financial Partners
Minnesota
$1.4M -$26.7K -338 -2%
SCP
515
Stamos Capital Partners
California
$1.39M -$175K -2,214 -11%
CAMG
516
CWA Asset Management Group
Florida
$1.37M +$846K +10,724 +160%
FWM
517
Foguth Wealth Management
Michigan
$1.37M -$2.75M -34,859 -67%
JCFM
518
JBR Co Financial Management
Oklahoma
$1.36M +$6.7K +85 +0.5%
SCA
519
Stillwater Capital Advisors
Pennsylvania
$1.36M -$16.1K -204 -1%
NFC
520
Northeast Financial Consultants
Connecticut
$1.36M +$79 +1 +0%
HWA
521
Heritage Wealth Advisors
Virginia
$1.35M – – –
AWA
522
Arete Wealth Advisors
Illinois
$1.35M +$98K +1,243 +8%
M&T Bank
523
M&T Bank
New York
$1.35M -$1.61M -20,463 -54%
CCFM
524
Clear Creek Financial Management
Washington
$1.35M +$128K +1,626 +11%
CHC
525
City Holding Co
West Virginia
$1.35M -$31.9K -405 -2%
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