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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 %
SFG
551
Shum Financial Group
California
$1.24M +$552 +7 +0%
TIAA Trust, National Association
552
TIAA Trust, National Association
North Carolina
$1.24M -$56K -710 -4%
AF
553
Arrow Financial
New York
$1.23M -$65.8K -835 -5%
DE
554
Diversified Enterprises
Delaware
$1.23M -$1.74K -22 -0.1%
PIMG
555
Patriot Investment Management Group
Tennessee
$1.22M – – –
FFG
556
Fortem Financial Group
California
$1.22M -$750K -9,510 -38%
WWM
557
Waterway Wealth Management
Texas
$1.22M +$183K +2,322 +18%
FTC
558
Farmers Trust Company
Ohio
$1.22M -$2.84K -36 -0.2%
GHA
559
Granite Harbor Advisors
Texas
$1.22M +$710 +9 +0.1%
SWP
560
Stratos Wealth Partners
Ohio
$1.22M -$97.1K -1,231 -7%
PWM
561
Penobscot Wealth Management
Maine
$1.21M +$299K +3,797 +33%
LDB
562
Lee, Danner & Bass
Tennessee
$1.21M – – –
LG
563
Leuthold Group
Minnesota
$1.2M +$1.2M +15,282 New
FIM
564
Freedom Investment Management
Connecticut
$1.2M +$40.1K +509 +3%
TNAM
565
Terra Nova Asset Management
New York
$1.2M +$14.7K +187 +1%
NF
566
Nvest Financial
New Hampshire
$1.2M -$58.4K -741 -5%
FCI
567
Financial Counselors Inc
Kansas
$1.19M -$5.91K -75 -0.5%
CCB
568
Country Club Bank
Missouri
$1.18M -$12.2K -157 -1%
CA
569
CWC Advisors
Oregon
$1.16M +$364K +4,612 +45%
WF
570
WinCap Financial
Massachusetts
$1.16M +$9.3K +118 +0.8%
Bank of New York Mellon
571
Bank of New York Mellon
New York
$1.15M -$212K -2,685 -16%
PCS
572
Personal CFO Solutions
New Jersey
$1.14M -$20.5K -260 -2%
SOS
573
Silver Oak Securities
Tennessee
$1.14M +$49K +629 +4%
ACM
574
Allred Capital Management
Texas
$1.13M -$68.5K -869 -6%
MYIA
575
Mount Yale Investment Advisors
Colorado
$1.13M +$497K +6,301 +78%
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