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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 %
3AM
601
3EDGE Asset Management
Florida
$1.01M +$20.1K +257 +2%
WPW
602
Waldron Private Wealth
Pennsylvania
$1.01M – – –
UFA
603
Uptown Financial Advisors
Texas
$1.01M +$512K +6,495 +104%
LI
604
LVZ Inc
Michigan
$1.01M +$1.01M +12,761 New
AFS
605
AFG Fiduciary Services
Massachusetts
$1M -$22.1K -291 -2%
IB
606
Iyo Bank
Japan
$1M +$1M +12,732 New
MWM
607
Meridian Wealth Management
Kentucky
$1M +$67.8K +864 +7%
MBT
608
Montecito Bank & Trust
California
$997K -$10.3K -130 -1%
BL
609
BFSG LLC
California
$993K +$7.02K +89 +0.7%
AV
610
Alamea Verwaltungs
New Jersey
$986K +$986K +12,500 New
HWM
611
HB Wealth Management
Georgia
$983K +$519K +6,578 +112%
AFG
612
Atomi Financial Group
New York
$983K +$29.5K +374 +3%
CFS
613
CRA Financial Services
New Jersey
$980K -$10K -127 -1%
Bank of Nova Scotia
614
Bank of Nova Scotia
Ontario, Canada
$980K -$1.31M -16,598 -57%
LIA
615
Lynx Investment Advisory
District of Columbia
$980K +$140K +1,775 +17%
FHA
616
First Horizon Advisors
Tennessee
$979K -$52.9K -671 -5%
CAL
617
Capital Advisors Ltd
Ohio
$979K +$20K +254 +2%
FTA
618
Financial & Tax Architects
Missouri
$966K +$145K +1,836 +18%
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$966K -$20.2K -256 -2%
SSW
620
Stone Summit Wealth
Florida
$962K -$71.4K -905 -7%
LMKC
621
L.M. Kohn & Company
Ohio
$961K +$61.8K +784 +7%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$961K -$19.2K -244 -2%
S4W
623
Solutions 4 Wealth
Texas
$958K +$5.76K +73 +0.6%
OFS
624
OneAscent Financial Services
Alabama
$957K -$27K -342 -3%
BFA
625
Brendel Financial Advisors
New Hampshire
$954K +$954K +12,093 New
23 24
25
26 27