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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
KFGK
601
Keystone Financial Group (Kentucky)
Kentucky
$1.02M -$240K -6,146 -19%
PWW
602
Pettyjohn Wood & White
Virginia
$1.02M +$19.5K +500 +2%
BWM
603
Base Wealth Management
Florida
$1.02M +$1.01M +25,838 New
TCM
604
Telos Capital Management
California
$1.01M +$19.8K +508 +2%
3AM
605
3EDGE Asset Management
Florida
$1.01M +$20.1K +514 +2%
WPW
606
Waldron Private Wealth
Pennsylvania
$1.01M
UFA
607
Uptown Financial Advisors
Texas
$1.01M +$508K +12,990 +104%
LI
608
LVZ Inc
Michigan
$1.01M +$997K +25,522 New
AFS
609
AFG Fiduciary Services
Massachusetts
$1M -$22.7K -582 -2%
IB
610
Iyo Bank
Japan
$1M +$995K +25,464 New
MWM
611
Meridian Wealth Management
Kentucky
$1M +$67.5K +1,728 +7%
MBT
612
Montecito Bank & Trust
California
$997K -$10.2K -260 -1%
BL
613
BFSG LLC
California
$993K +$6.96K +178 +0.7%
AV
614
Alamea Verwaltungs
New Jersey
$986K +$977K +25,000 New
HWM
615
HB Wealth Management
Georgia
$983K +$514K +13,156 +112%
AFG
616
Atomi Financial Group
New York
$983K +$29.2K +748 +3%
CFS
617
CRA Financial Services
New Jersey
$980K -$9.92K -254 -1%
Bank of Nova Scotia
618
Bank of Nova Scotia
Ontario, Canada
$980K -$1.3M -33,196 -57%
LIA
619
Lynx Investment Advisory
District of Columbia
$980K +$139K +3,550 +17%
FHA
620
First Horizon Advisors
Tennessee
$979K -$52.4K -1,342 -5%
CAL
621
Capital Advisors Ltd
Ohio
$979K +$19.8K +508 +2%
FTA
622
Financial & Tax Architects
Missouri
$966K +$143K +3,672 +18%
FMWA
623
Forvis Mazars Wealth Advisors
Missouri
$966K -$20K -512 -2%
SSW
624
Stone Summit Wealth
Florida
$962K -$70.7K -1,810 -7%
LMKC
625
L.M. Kohn & Company
Ohio
$961K +$61.3K +1,568 +7%

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.