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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 %
DC
676
Destiny Capital
Colorado
$789K – – –
SC
677
Solstein Capital
California
$787K -$28.7K -364 -4%
HCP
678
Holt Capital Partners
Texas
$786K – – –
MSWM
679
McGlone Suttner Wealth Management
Wisconsin
$782K +$946 +12 +0.1%
BCA
680
Bay Colony Advisors
Massachusetts
$781K -$22.2K -285 -3%
DJYG
681
David J. Yvars Group
Florida
$781K -$108K -1,380 -12%
FFA
682
Florida Financial Advisors
Florida
$780K -$124K -1,578 -14%
DBIA
683
Dumont & Blake Investment Advisors
New Jersey
$773K -$7.89K -100 -1%
OCM
684
Objective Capital Management
Ohio
$771K +$2.37K +30 +0.3%
MF
685
Meridian Financial
Massachusetts
$771K -$20.3K -258 -3%
EW
686
Evoke Wealth
California
$771K +$527K +6,689 +217%
TWM
687
Tradition Wealth Management
Minnesota
$767K +$394 +5 +0.1%
HFS
688
Horizon Financial Services
North Carolina
$761K -$1.5K -19 -0.2%
JSSH
689
J. Safra Sarasin Holding
$760K -$351K -4,500 -32%
DI
690
Disciplined Investors
Texas
$753K -$473 -6 -0.1%
SIC
691
Salem Investment Counselors
North Carolina
$745K +$867 +11 +0.1%
GVCM
692
Global View Capital Management
Wisconsin
$738K -$17.7K -225 -2%
WB
693
WesBanco Bank
West Virginia
$738K – – –
PAMG
694
Patton Albertson Miller Group
Tennessee
$732K – – –
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$730K +$330K +4,180 +82%
MCM
696
MontVue Capital Management
Virginia
$728K -$12.3K -156 -2%
CGH
697
CMG Global Holdings
Texas
$724K +$39.7K +506 +6%
CCAL
698
City Center Advisors LLC
Michigan
$723K -$2M -25,374 -73%
TPW
699
Turn8 Private Wealth
$723K +$723K +9,174 New
HAS
700
HBW Advisory Services
California
$723K -$4.5K -57 -0.6%
26 27
28
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