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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
MAG
726
M3 Advisory Group
Massachusetts
$673K -$1.64K -42 -0.2%
RWP
727
RWA Wealth Partners
Massachusetts
$672K -$78 -2 -0%
JIP
728
Jaffetilchin Investment Partners
Florida
$671K +$17.3K +444 +3%
EIA
729
Eldridge Investment Advisors
New Hampshire
$668K -$7.03K -180 -1%
SFG
730
SNS Financial Group
Minnesota
$664K -$21.9K -560 -3%
TWP
731
Tyche Wealth Partners
Texas
$663K -$2.42K -62 -0.4%
RIL
732
Rothschild Investment LLC
Illinois
$662K -$11.7K -300 -2%
FNBT
733
FineMark National Bank & Trust
Florida
$657K +$19.5K +500 +3%
AF
734
Advisornet Financial
Minnesota
$653K +$11.1K +284 +2%
LSA
735
Lion Street Advisors
Texas
$647K -$7.03K -180 -1%
AIM
736
AHL Investment Management
Florida
$645K
FNBOH
737
First National Bank of Hutchinson
Kansas
$645K +$11.2K +286 +2%
MFIM
738
Mesirow Financial Investment Management
Illinois
$643K +$11.7K +300 +2%
MLM
739
Mount Lucas Management
Pennsylvania
$642K +$10.2K +262 +2%
AC
740
AlphaCore Capital
California
$642K +$636K +16,274 New
Franklin Resources
741
Franklin Resources
California
$633K +$191K +4,884 +44%
NFP
742
Narus Financial Partners
Utah
$632K +$130K +3,340 +26%
DP
743
Dearborn Partners
Illinois
$630K +$39.1K +1,000 +7%
VCM
744
Vivaldi Capital Management
Illinois
$619K -$11.2K -286 -2%
AGC
745
Aspen Grove Capital
Colorado
$615K
SFC
746
Summit Financial Consulting
Michigan
$609K +$603K +15,442 New
FI
747
Fosun International
China
$607K
WCM
748
Windsor Capital Management
Arizona
$600K -$11.8K -302 -2%
MCM
749
Maple Capital Management
Vermont
$598K -$4.61K -118 -0.8%
CPP
750
Capasso Planning Partners
South Carolina
$596K +$137K +3,514 +30%

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.