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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
CS
776
Capital Square
Tennessee
$531K -$222K -5,684 -30%
FSA
777
Fort Sheridan Advisors
Illinois
$527K -$23.4K -600 -4%
KWA
778
Kingswood Wealth Advisors
California
$526K -$75.6K -1,936 -13%
M
779
MYeCFO
California
$524K +$2.34K +60 +0.5%
AO
780
Advisor OS
Illinois
$524K +$519K +13,278 New
CTWM
781
Cherry Tree Wealth Management
Minnesota
$523K
MGIA
782
Moneta Group Investment Advisors
Missouri
$523K -$85.7K -2,194 -14%
SIA
783
SeaBridge Investment Advisors
New Jersey
$523K
VFG
784
V2 Financial group
Illinois
$522K +$160K +4,090 +45%
WCA
785
Westover Capital Advisors
Delaware
$520K
EAM
786
Evanson Asset Management
California
$517K -$23.9K -612 -4%
CFO
787
Colony Family Offices
North Carolina
$516K +$52.7K +1,348 +11%
IMC
788
Investment Management Corporation
Virginia
$514K +$25.9K +662 +5%
CMAI
789
Capital Management Associates Inc
Minnesota
$508K +$503K +12,880 New
CWM
790
Chemistry Wealth Management
New York
$503K -$14.9K -382 -3%
CL
791
Choreo LLC
Illinois
$502K +$84.7K +2,168 +21%
CIC
792
Cutler Investment Counsel
Oregon
$498K
CA
793
Calton & Associates
Florida
$498K +$56.6K +1,448 +13%
ST
794
Sageworth Trust
Pennsylvania
$495K
KWM
795
Keebeck Wealth Management
Illinois
$492K -$109K -2,784 -18%
CC
796
Constitution Capital
Connecticut
$491K +$33.9K +868 +7%
VWM
797
VCI Wealth Management
Missouri
$490K +$486K +12,436 New
TCA
798
Transcend Capital Advisors
New Jersey
$488K +$23.3K +596 +5%
BCP
799
Berkeley Capital Partners
Georgia
$487K -$52K -1,332 -10%
MA
800
MONECO Advisors
Connecticut
$487K -$1.03M -26,370 -68%

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.