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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
SHFP
551
Second Half Financial Partners
Florida
$1.25M -$2.55M -65,344 -67%
PA
552
Parallel Advisors
California
$1.25M +$122K +3,118 +11%
SFG
553
Shum Financial Group
California
$1.24M +$547 +14 +0%
TIAA Trust, National Association
554
TIAA Trust, National Association
North Carolina
$1.24M -$55.5K -1,420 -4%
AF
555
Arrow Financial
New York
$1.23M -$65.2K -1,670 -5%
DE
556
Diversified Enterprises
Delaware
$1.23M -$1.72K -44 -0.1%
PIMG
557
Patriot Investment Management Group
Tennessee
$1.22M
FFG
558
Fortem Financial Group
California
$1.22M -$743K -19,020 -38%
WWM
559
Waterway Wealth Management
Texas
$1.22M +$181K +4,644 +18%
FTC
560
Farmers Trust Company
Ohio
$1.22M -$2.81K -72 -0.2%
GHA
561
Granite Harbor Advisors
Texas
$1.22M +$703 +18 +0.1%
SWP
562
Stratos Wealth Partners
Ohio
$1.22M -$96.2K -2,462 -7%
PWM
563
Penobscot Wealth Management
Maine
$1.21M +$297K +7,594 +33%
LDB
564
Lee, Danner & Bass
Tennessee
$1.21M
LG
565
Leuthold Group
Minnesota
$1.2M +$1.19M +30,564 New
FIM
566
Freedom Investment Management
Connecticut
$1.2M +$39.8K +1,018 +3%
TNAM
567
Terra Nova Asset Management
New York
$1.2M +$14.6K +374 +1%
NF
568
Nvest Financial
New Hampshire
$1.2M -$57.9K -1,482 -5%
FCI
569
Financial Counselors Inc
Kansas
$1.19M -$5.86K -150 -0.5%
CCB
570
Country Club Bank
Missouri
$1.18M -$12.3K -314 -1%
CA
571
CWC Advisors
Oregon
$1.16M +$360K +9,224 +45%
WF
572
WinCap Financial
Massachusetts
$1.16M +$9.22K +236 +0.8%
Bank of New York Mellon
573
Bank of New York Mellon
New York
$1.15M -$210K -5,370 -16%
PCS
574
Personal CFO Solutions
New Jersey
$1.14M -$20.3K -520 -2%
SOS
575
Silver Oak Securities
Tennessee
$1.14M +$49.1K +1,258 +4%

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.