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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 %
PI
526
Parkside Investments
Illinois
$1.34M -$78.9K -1,000 -6%
CAM
527
Cresset Asset Management
Illinois
$1.34M -$350K -4,441 -21%
SIS
528
Sound Income Strategies
Florida
$1.33M +$1.32M +16,766 +11,030%
TAM
529
Tocqueville Asset Management
New York
$1.33M +$500K +6,344 +60%
CW
530
Channel Wealth
California
$1.33M -$15.8K -201 -1%
CAC
531
Certified Advisory Corp
Florida
$1.33M -$3.86K -49 -0.3%
SCI
532
Silver Coast Investments
United States
$1.33M +$31.2K +396 +2%
CIC
533
Carnegie Investment Counsel
Ohio
$1.33M +$99.3K +1,348 +8%
SIC
534
Samalin Investment Counsel
New York
$1.31M +$311K +3,941 +31%
HIA
535
Harbor Investment Advisory
Maryland
$1.3M -$3.86K -49 -0.3%
GJIA
536
Glass Jacobson Investment Advisors
Maryland
$1.3M – – –
First Trust Advisors
537
First Trust Advisors
Illinois
$1.3M +$469K +5,943 +56%
BAS
538
Brueske Advisory Services
Washington
$1.3M +$1.3M +16,455 New
EFS
539
Econ Financial Services
Pennsylvania
$1.29M +$39.1K +496 +3%
SSA
540
Schonfeld Strategic Advisors
New York
$1.29M -$1.45M -18,406 -53%
JFG
541
Jefferies Financial Group
New York
$1.28M -$1.43M -18,161 -53%
NWWA
542
New Wave Wealth Advisors
Arkansas
$1.27M -$1.21M -15,295 -49%
SI
543
Stephens Inc
Arkansas
$1.27M +$15.8K +201 +1%
SC
544
Sepio Capital
Utah
$1.27M -$51.4K -652 -4%
EF
545
Empowered Funds
Pennsylvania
$1.26M +$1.26M +16,031 New
AWM
546
Avior Wealth Management
Nebraska
$1.26M -$46.4K -588 -4%
PWA
547
Primoris Wealth Advisors
Florida
$1.26M -$2.66M -33,681 -68%
EFA
548
Evernest Financial Advisors
Indiana
$1.25M +$19K +241 +2%
SHFP
549
Second Half Financial Partners
Florida
$1.25M -$2.58M -32,672 -67%
PA
550
Parallel Advisors
California
$1.25M +$123K +1,559 +11%
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