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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 %
Northwestern Mutual Wealth Management
626
Northwestern Mutual Wealth Management
Wisconsin
$952K +$42.4K +538 +5%
TC
627
Trust Company
Kansas
$950K -$566K -7,183 -37%
CCMG
628
Clark Capital Management Group
Pennsylvania
$945K +$945K +11,979 New
OCM
629
One Capital Management
California
$944K +$110K +1,394 +13%
MBI
630
May Barnhard Investments
Maryland
$936K +$79 +1 +0%
JPLA
631
Joseph P. Lucia & Associates
New York
$936K +$5.68K +72 +0.6%
PWM
632
Purus Wealth Management
California
$936K -$25.6K -325 -3%
NCM
633
Narwhal Capital Management
Georgia
$932K – – –
CL
634
Cabana LLC
Arkansas
$924K -$1.05M -13,333 -53%
PAM
635
PCG Asset Management
New Jersey
$919K -$11.4K -145 -1%
CCG
636
Cypress Capital Group
Florida
$917K – – –
JGIA
637
Jackson Grant Investment Advisers
Connecticut
$907K +$3.63K +46 +0.4%
BI
638
Bramshill Investments
Florida
$907K +$39.4K +500 +5%
PA
639
PSI Advisors
Florida
$904K -$13.8K -175 -2%
SFS
640
Sowell Financial Services
Arkansas
$904K -$44.2K -561 -5%
AF
641
Apexium Financial
Texas
$903K -$49.5K -628 -5%
OIA
642
OneDigital Investment Advisors
Kansas
$892K -$130K -1,645 -13%
CPIG
643
Chicago Partners Investment Group
Illinois
$878K +$273K +3,376 +45%
CWM
644
Chesapeake Wealth Management
Virginia
$878K -$16.9K -214 -2%
DLHL
645
Donald L. Hagan LLC
Florida
$872K +$364K +4,615 +72%
WANY
646
Wealthspire Advisors (New York)
New York
$862K +$193K +2,442 +29%
SWM
647
Silverlake Wealth Management
Vermont
$861K +$237 +3 +0%
MCP
648
Mirador Capital Partners
California
$857K +$28K +355 +3%
TRCT
649
Tower Research Capital (TRC)
New York
$853K +$851K +10,742 +33,569%
BCM
650
Boltwood Capital Management
California
$850K -$15.5K -197 -2%
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