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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
Mariner
51
Mariner
Kansas
$31.3M -$836K -21,400 -3%
SEIA
52
Signature Estate & Investment Advisors
California
$30.7M +$2.56M +65,520 +9%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$30.5M +$9.85M +252,002 +48%
SF
54
Summit Financial
New Jersey
$30.4M +$26.6M +680,844 +765%
Lido Advisors
55
Lido Advisors
California
$29.4M +$7.92M +202,808 +37%
GCM
56
Graham Capital Management
Connecticut
$28M +$22M +562,000 +380%
PAG
57
Private Advisor Group
New Jersey
$27.4M -$3.45M -88,286 -11%
CM
58
Cercano Management
Washington
$27M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$26.1M +$788K +20,156 +3%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$25.7M -$81.9K -2,096 -0.3%
SFGP
61
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$25.7M +$23.8M +608,862 +1,451%
MYLI
62
Meiji Yasuda Life Insurance
Japan
$25.2M +$5.45M +139,492 +28%
HCM
63
Hilton Capital Management
New York
$24.3M +$205K +5,242 +0.9%
CTI
64
Community Trust & Investment
Kentucky
$23.9M +$343K +8,774 +1%
BlackRock
65
BlackRock
New York
$23.4M -$33.8M -865,944 -59%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$23.4M -$11.6M -297,644 -34%
Northern Trust
67
Northern Trust
Illinois
$23.2M +$1.29M +33,038 +6%
Jane Street
68
Jane Street
New York
$22.1M +$21.7M +556,176 +9,967%
QIM
69
Quantitative Investment Management
Virginia
$21.7M -$14.3M -365,902 -40%
MML Investors Services
70
MML Investors Services
Massachusetts
$21.3M +$5.09M +130,238 +32%
BMM
71
Berkshire Money Management
Massachusetts
$20.2M +$20M +512,174 New
ETC
72
Exchange Traded Concepts
Oklahoma
$20.1M -$43.6M -1,116,244 -69%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$850K +21,748 +5%
JCM
74
Janney Capital Management
Pennsylvania
$18.6M -$689K -17,626 -4%
SG Americas Securities
75
SG Americas Securities
New York
$18M +$3.59M +91,938 +25%

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.