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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
SL
501
Savior LLC
Massachusetts
$1.56M -$124K -3,164 -7%
FFG
502
Floyd Financial Group
Missouri
$1.56M +$44.9K +1,150 +3%
MC
503
Moors & Cabot
Massachusetts
$1.54M +$261K +6,670 +21%
MFG
504
Merit Financial Group
Georgia
$1.51M +$10.1K +258 +0.7%
CFG
505
Citizens Financial Group
Rhode Island
$1.49M -$117K -2,984 -7%
QCM
506
Quantinno Capital Management
New York
$1.49M +$63.7K +1,630 +5%
CBT
507
Central Bank & Trust
Kentucky
$1.47M +$514K +13,154 +54%
AAIM
508
Asset Advisors Investment Management
Georgia
$1.47M +$44.1K +1,130 +3%
WA
509
WP Advisors
California
$1.46M +$10.4K +266 +0.7%
WWM
510
Western Wealth Management
Colorado
$1.45M +$47.7K +1,222 +3%
PCMH
511
Polymer Capital Management (HK)
Hong Kong
$1.45M
WIA
512
World Investment Advisors
California
$1.44M -$474K -12,128 -25%
SB
513
Strategic Blueprint
Georgia
$1.43M +$2.66K +68 +0.2%
CW
514
CreativeOne Wealth
Kansas
$1.41M -$78.1K -1,998 -5%
KA
515
Kovack Advisors
Florida
$1.41M +$98.7K +2,526 +8%
FFP
516
Freedom Financial Partners
Minnesota
$1.4M -$26.4K -676 -2%
SCP
517
Stamos Capital Partners
California
$1.39M -$173K -4,428 -11%
CAMG
518
CWA Asset Management Group
Florida
$1.37M +$838K +21,448 +160%
FWM
519
Foguth Wealth Management
Michigan
$1.37M -$2.72M -69,718 -67%
JCFM
520
JBR Co Financial Management
Oklahoma
$1.36M +$6.64K +170 +0.5%
SCA
521
Stillwater Capital Advisors
Pennsylvania
$1.36M -$15.9K -408 -1%
NFC
522
Northeast Financial Consultants
Connecticut
$1.36M +$78 +2 +0%
HWA
523
Heritage Wealth Advisors
Virginia
$1.35M
AWA
524
Arete Wealth Advisors
Illinois
$1.35M +$97.1K +2,486 +8%
M&T Bank
525
M&T Bank
New York
$1.35M -$1.6M -40,926 -54%

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.