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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
$353M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
Millennium Management
New York
$85M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$192M
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
$0
2
SCB
Saudi Central Bank
Saudi Arabia
$0
3
MMH
Menora Mivtachim Holdings
Israel
$218M
4
MB
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$31.3M -$844K -10,700 -3%
SEIA
52
Signature Estate & Investment Advisors
California
$30.7M +$2.58M +32,760 +9%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$30.5M +$9.94M +126,001 +48%
SF
54
Summit Financial
New Jersey
$30.4M +$26.8M +340,422 +765%
Lido Advisors
55
Lido Advisors
California
$29.4M +$8M +101,404 +37%
GCM
56
Graham Capital Management
Connecticut
$28M +$22.2M +281,000 +380%
PAG
57
Private Advisor Group
New Jersey
$27.4M -$3.48M -44,143 -11%
CM
58
Cercano Management
Washington
$27M – – –
Baird Financial Group
59
Baird Financial Group
Wisconsin
$26.1M +$795K +10,078 +3%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$25.7M -$82.6K -1,048 -0.3%
SFG
61
Stonebridge Financial Group
Pennsylvania
$25.7M +$24M +304,431 +1,451%
MYLI
62
Meiji Yasuda Life Insurance
Japan
$25.2M +$5.5M +69,746 +28%
HCM
63
Hilton Capital Management
New York
$24.3M +$207K +2,621 +0.9%
CTI
64
Community Trust & Investment
Kentucky
$23.9M +$346K +4,387 +1%
BlackRock
65
BlackRock
New York
$23.4M -$34.1M -432,972 -59%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$23.4M -$11.8M -148,822 -34%
Northern Trust
67
Northern Trust
Illinois
$23.2M +$1.3M +16,519 +6%
Jane Street
68
Jane Street
New York
$22.1M +$21.9M +278,088 +9,967%
QIM
69
Quantitative Investment Management
Virginia
$21.7M -$14.4M -182,951 -40%
MML Investors Services
70
MML Investors Services
Massachusetts
$21.3M +$5.13M +65,119 +32%
BMM
71
Berkshire Money Management
Massachusetts
$20.2M +$20.2M +256,087 New
ETC
72
Exchange Traded Concepts
Oklahoma
$20.1M -$44M -558,122 -69%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$857K +10,874 +5%
JCM
74
Janney Capital Management
Pennsylvania
$18.6M -$695K -8,813 -4%
SG Americas Securities
75
SG Americas Securities
New York
$18M +$3.62M +45,969 +25%
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