XLU icon

State Street Utilities Select Sector SPDR ETF

1,385 hedge funds and large institutions have $11.6B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 560 increasing their positions, 446 reducing their positions, and 108 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:

2.03% more ownership

Funds ownership: 63.12%65.15% (+2%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

59% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $2.93B

Holders
1,385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22B
Puts
$2.93B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
801
Cutler Investment Counsel
Oregon
$516K
CS
802
Capital Square
Tennessee
$515K
RIG
803
RiverFront Investment Group
Virginia
$513K
CTWM
804
Cherry Tree Wealth Management
Minnesota
$512K
PCA
805
Prosperity Capital Advisors
Ohio
$511K
FIC
806
Family Investment Center
Missouri
$510K
ST
807
Sageworth Trust
Pennsylvania
$510K
CC
808
Constitution Capital
Connecticut
$510K
TCMP
809
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K
BOM
810
Bank of Marin
California
$508K
M
811
MYeCFO
California
$501K
AF
812
Apollon Financial
South Carolina
$501K
CA
813
Clearstead Advisors
Ohio
$495K
PD
814
Planning Directions
Pennsylvania
$494K
PA
815
Pinnacle Associates
New York
$494K
CMI
816
Clare Market Investments
Texas
$492K
JCM
817
Jacobi Capital Management
Pennsylvania
$491K
HSBC Holdings
818
HSBC Holdings
United Kingdom
$488K
AWP
819
Axis Wealth Partners
Rhode Island
$487K
CWM
820
Circle Wealth Management
New Jersey
$485K
TWA
821
Talisman Wealth Advisors
New Jersey
$485K
PG
822
Patten Group
Tennessee
$484K
BIA
823
Barry Investment Advisors
Massachusetts
$483K
VFA
824
Valeo Financial Advisors
Indiana
$480K
MGIA
825
Moneta Group Investment Advisors
Missouri
$479K