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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 %
MGIA
776
Moneta Group Investment Advisors
Missouri
$523K -$86.5K -1,097 -14%
SIA
777
SeaBridge Investment Advisors
New Jersey
$523K – – –
VFG
778
V2 Financial group
Illinois
$522K +$161K +2,045 +45%
WCA
779
Westover Capital Advisors
Delaware
$520K – – –
EAM
780
Evanson Asset Management
California
$517K -$24.1K -306 -4%
CFO
781
Colony Family Offices
North Carolina
$516K +$53.1K +674 +11%
IMC
782
Investment Management Corporation
Virginia
$514K +$26.1K +331 +5%
CMAI
783
Capital Management Associates Inc
Minnesota
$508K +$508K +6,440 New
CWM
784
Chemistry Wealth Management
New York
$503K -$15.1K -191 -3%
CL
785
Choreo LLC
Illinois
$502K +$85.5K +1,084 +21%
CIC
786
Cutler Investment Counsel
Oregon
$498K – – –
CA
787
Calton & Associates
Florida
$498K +$57.1K +724 +13%
ST
788
Sageworth Trust
Pennsylvania
$495K – – –
KWM
789
Keebeck Wealth Management
Illinois
$492K -$110K -1,392 -18%
CC
790
Constitution Capital
Connecticut
$491K +$34.2K +434 +7%
VWM
791
VCI Wealth Management
Missouri
$490K +$490K +6,218 New
TCA
792
Transcend Capital Advisors
New Jersey
$488K +$23.5K +298 +5%
BCP
793
Berkeley Capital Partners
Georgia
$487K -$52.5K -666 -10%
MA
794
MONECO Advisors
Connecticut
$487K -$1.04M -13,185 -68%
PSFG
795
Park Square Financial Group
Georgia
$480K +$53.3K +676 +12%
JCM
796
Jacobi Capital Management
Pennsylvania
$477K -$501K -6,359 -51%
PA
797
Pinnacle Associates
New York
$477K +$24.8K +315 +5%
PD
798
Planning Directions
Pennsylvania
$474K -$22.2K -281 -4%
JCM
799
J2 Capital Management
Michigan
$473K -$226K -2,862 -32%
CW
800
Cooksen Wealth
Texas
$471K -$47.5K -723 -9%
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