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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
PSFG
801
Park Square Financial Group
Georgia
$480K +$52.8K +1,352 +12%
JCM
802
Jacobi Capital Management
Pennsylvania
$477K -$497K -12,718 -51%
PA
803
Pinnacle Associates
New York
$477K +$24.6K +630 +5%
PD
804
Planning Directions
Pennsylvania
$474K -$22K -562 -4%
JCM
805
J2 Capital Management
Michigan
$473K -$224K -5,724 -32%
CW
806
Cooksen Wealth
Texas
$471K -$56.5K -1,446 -9%
AWP
807
Axis Wealth Partners
Rhode Island
$470K +$7.5K +192 +2%
TP
808
Tranquility Partners
Tennessee
$468K +$547 +14 +0.1%
AF
809
Apollon Financial
South Carolina
$468K +$142K +3,634 +44%
KWS
810
Keystone Wealth Services
California
$466K -$131K -3,352 -22%
RPCONE
811
Retirement Planning Company of New England
Rhode Island
$464K -$24.2K -620 -5%
VFA
812
Valeo Financial Advisors
Indiana
$463K +$73.9K +1,892 +19%
UF
813
Univest Financial
Pennsylvania
$463K -$135K -3,466 -23%
BIA
814
Barry Investment Advisors
Massachusetts
$461K +$1.33K +34 +0.3%
TWA
815
Talisman Wealth Advisors
New Jersey
$461K +$55.1K +1,410 +14%
MTC
816
McDaniel Terry & Co
Texas
$453K -$183K -4,688 -29%
NFC
817
Northstar Financial Companies
Pennsylvania
$451K +$98.4K +2,518 +28%
KLCM
818
KG&L Capital Management
Louisiana
$447K +$25.1K +642 +6%
AIM
819
Advyzon Investment Management
Illinois
$447K +$443K +11,344 New
NC
820
NovaPoint Capital
Georgia
$447K +$156 +4 +0%
NWA
821
Navis Wealth Advisors
New York
$446K +$90.2K +2,308 +26%
AAA
822
American Alpha Advisors
New York
$446K +$234 +6 +0.1%
Walleye Capital
823
Walleye Capital
New York
$444K -$10.1M -259,018 -96%
FCBT
824
First Citizens Bank & Trust
North Carolina
$442K -$13.7K -350 -3%
TNB
825
Thomasville National Bank
Georgia
$441K

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.