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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 %
CB
701
Centennial Bank
Arkansas
$722K +$1.34K +17 +0.2%
CIM
702
Contravisory Investment Management
Massachusetts
$716K +$163K +2,061 +29%
BB
703
Burford Brothers
Texas
$710K -$53.3K -676 -7%
ML
704
McAdam LLC
Pennsylvania
$707K +$55.4K +703 +9%
SC
705
Stolper & Co
Oklahoma
$707K +$6.15K +78 +0.9%
WPC
706
White Pine Capital
Minnesota
$702K – – –
ORC
707
O'Rourke & Company
Massachusetts
$701K +$30.4K +386 +5%
CAL
708
Capital Analysts LLC
Pennsylvania
$697K +$414K +5,254 +146%
MGIA
709
Matthew Goff Investment Advisor
Texas
$697K +$552 +7 +0.1%
MAM
710
MWA Asset Management
Massachusetts
$696K -$10.3K -130 -1%
SSWM
711
Strait & Sound Wealth Management
California
$695K +$302K +3,826 +77%
SFG
712
Sovereign Financial Group
Connecticut
$685K +$114K +1,450 +20%
MMG
713
Monetary Management Group
Missouri
$684K -$23.7K -300 -3%
STA
714
Smith Thornton Advisors
Alabama
$683K -$1.58M -20,081 -70%
SA
715
Sovran Advisors
California
$681K +$119K +1,535 +21%
1L
716
10Elms LLP
Oklahoma
$681K -$6.31K -80 -0.9%
JHCP
717
Jackson Hole Capital Partners
Oklahoma
$676K +$5.44K +69 +0.8%
CCP
718
Cushing Capital Partners
Wisconsin
$674K +$4.97K +63 +0.7%
VWM
719
Vigilare Wealth Management
Arizona
$674K +$106K +1,343 +19%
MAG
720
M3 Advisory Group
Massachusetts
$673K -$1.66K -21 -0.2%
RWP
721
RWA Wealth Partners
Massachusetts
$672K -$79 -1 -0%
JIP
722
Jaffetilchin Investment Partners
Florida
$671K +$17.5K +222 +3%
EIA
723
Eldridge Investment Advisors
New Hampshire
$668K -$7.1K -90 -1%
SFG
724
SNS Financial Group
Minnesota
$664K -$22.1K -280 -3%
TWP
725
Tyche Wealth Partners
Texas
$663K -$2.44K -31 -0.4%
27 28
29
30 31