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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 %
WP
576
WealthShield Partners
North Carolina
$1.13M +$26.3K +334 +2%
LP
577
LMR Partners
United Kingdom
$1.12M -$2.42M -30,714 -68%
SNPAM
578
St. Nicholas Private Asset Management
Florida
$1.12M – – –
MIM
579
Marshall Investment Management
Colorado
$1.12M +$32.6K +414 +3%
AWA
580
Adapt Wealth Advisors
Georgia
$1.1M -$116K -1,472 -10%
PWG
581
Private Wealth Group
Florida
$1.1M -$122K -1,548 -10%
Vontobel Holding
582
Vontobel Holding
Switzerland
$1.1M -$489K -6,200 -31%
RFC
583
Regions Financial Corp
Alabama
$1.09M +$25.2K +320 +2%
SCM
584
Sage Capital Management
New Jersey
$1.09M +$5.91K +75 +0.5%
GKWIM
585
Gerber Kawasaki Wealth & Investment Management
California
$1.08M +$23.8K +302 +2%
RPA
586
Rock Point Advisors
Vermont
$1.08M -$44.5K -564 -4%
EL
587
Essex LLC
Illinois
$1.08M +$98.1K +1,244 +10%
NW
588
NewEdge Wealth
Pennsylvania
$1.08M +$278K +3,521 +34%
CIA
589
Cladis Investment Advisory
Montana
$1.07M -$23.6K -299 -2%
SDAM
590
Shulman DeMeo Asset Management
New York
$1.06M -$18.7K -237 -2%
RCA
591
Resonant Capital Advisors
Wisconsin
$1.06M – – –
BBL
592
Beck Bode LLC
Massachusetts
$1.06M -$989K -12,549 -48%
XT
593
XTX Topco
Cayman Islands
$1.05M +$1.05M +13,329 New
AWS
594
Arkfeld Wealth Strategies
Nebraska
$1.05M -$40.3K -531 -4%
CP
595
Creekside Partners
California
$1.04M – – –
AFO
596
Allie Family Office
Florida
$1.03M +$71.3K +904 +7%
FDW
597
Fourth Dimension Wealth
Ohio
$1.03M -$8.99K -114 -0.9%
KFGK
598
Keystone Financial Group (Kentucky)
Kentucky
$1.02M -$242K -3,073 -19%
PWW
599
Pettyjohn Wood & White
Virginia
$1.02M +$19.7K +250 +2%
TCM
600
Telos Capital Management
California
$1.01M +$20K +254 +2%
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