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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
SWM
651
Silverlake Wealth Management
Vermont
$861K +$234 +6 +0%
MCP
652
Mirador Capital Partners
California
$857K +$27.7K +710 +3%
TRCT
653
Tower Research Capital (TRC)
New York
$853K +$839K +21,484 +33,569%
BCM
654
Boltwood Capital Management
California
$850K -$15.4K -394 -2%
JSAM
655
J. Safra Asset Management
New York
$850K +$324K +8,280 +62%
AFM
656
Abbot Financial Management
Massachusetts
$850K
IHL
657
Investment House LLC
California
$844K
NCM
658
Noesis Capital Mangement
Florida
$843K -$125K -3,210 -13%
HBT
659
Hills Bank & Trust
Iowa
$841K -$32.5K -832 -4%
SI
660
Sava Infond
Slovenia
$836K +$133K +3,400 +19%
PWM
661
Prentice Wealth Management
New York
$832K +$825K +21,108 New
PTP
662
Platform Technology Partners
New York
$831K -$10.4K -266 -1%
Parallax Volatility Advisers
663
Parallax Volatility Advisers
California
$830K +$822K +21,050 +1,052,500%
PP
664
Paloma Partners
Connecticut
$829K -$550K -14,084 -40%
OFS
665
Orrstown Financial Services
Pennsylvania
$829K +$138K +3,542 +20%
NS
666
NBC Securities
Alabama
$823K +$815K +20,870 +94,864%
Neuberger Berman Group
667
Neuberger Berman Group
New York
$822K -$41.1K -1,052 -5%
UAS
668
United Asset Strategies
New York
$815K +$138K +3,520 +21%
KP
669
Keel Point
Alabama
$812K +$83.3K +2,132 +12%
TC
670
TownSquare Capital
Utah
$810K +$440K +11,256 +121%
EFL
671
ERn Financial LLC
Wisconsin
$810K +$5.16K +132 +0.6%
CTA
672
Camelot Technology Advisors
California
$809K -$10.6K -272 -1%
SFG
673
Sowa Financial Group
Rhode Island
$808K -$257K -6,578 -24%
SP
674
SIH Partners
Delaware
$807K +$800K +20,470 New
Betterment LLC
675
Betterment LLC
New York
$806K +$384K +9,840 +93%

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.