XLU icon

State Street Utilities Select Sector SPDR ETF

1,402 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 552 increasing their positions, 470 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.62% less ownership

Funds ownership: 64.87%61.25% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.26B
Puts
$3.14B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
776
Sageworth Trust
Pennsylvania
$619K
GWP
777
Gateway Wealth Partners
Wisconsin
$617K
ML
778
McAdam LLC
Pennsylvania
$617K
JGUA
779
John G. Ullman & Associates
New York
$615K
VFG
780
V2 Financial group
Illinois
$614K
IFWM
781
Institute for Wealth Management
Colorado
$613K
OC
782
Oakworth Capital
Alabama
$609K
PIA
783
Perennial Investment Advisors
California
$608K
M1FG
784
Mach-1 Financial Group
Arkansas
$602K
IAS
785
Integrity Advisory Solutions
Texas
$602K
EAM
786
Evanson Asset Management
California
$601K
TVM
787
True Vision MN
Minnesota
$597K
AF
788
Advisornet Financial
Minnesota
$597K
PSIWM
789
Paradigm Strategies in Wealth Management
Minnesota
$596K
RWM
790
Ritholtz Wealth Management
New York
$585K
TWA
791
Tandem Wealth Advisors
Arizona
$584K
B
792
Bailard
California
$583K
FSA
793
Fort Sheridan Advisors
Illinois
$582K
NFSG
794
Newbridge Financial Services Group
Florida
$581K
WCA
795
Westover Capital Advisors
Delaware
$576K
AWM
796
Avaii Wealth Management
Wisconsin
$574K
AIP
797
ARS Investment Partners
New York
$574K
CFO
798
Colony Family Offices
North Carolina
$571K
TWA
799
Talisman Wealth Advisors
New Jersey
$571K
FIM
800
Freedom Investment Management
Connecticut
$567K