XLU icon

State Street Utilities Select Sector SPDR ETF

1,492 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 616 increasing their positions, 457 reducing their positions, and 103 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$362M)

60.68% less ownership

Funds ownership: 122.78%62.1% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
826
Integrity Advisory Solutions
Texas
$637K
WETS
827
Wealth Enhancement Trust Services
South Dakota
$637K
SSWM
828
Strait & Sound Wealth Management
California
$636K
PIA
829
Perennial Investment Advisors
California
$630K
FFG
830
Fortune Financial Group
Florida
$630K
WA
831
WealthTrust Axiom
Pennsylvania
$628K
VCP
832
Verus Capital Partners
Arizona
$627K
CIM
833
Contravisory Investment Management
Massachusetts
$625K
HI
834
Hyundai Investments
South Korea
$625K
HPWM
835
High Point Wealth Management
New Jersey
$624K
AF
836
Arrow Financial
New York
$622K
WCM
837
Windsor Capital Management
Arizona
$621K
STA
838
Summit Trail Advisors
New York
$619K
FIM
839
FWL Investment Management
Texas
$616K
SWA
840
Stratos Wealth Advisors
Ohio
$614K
CWM
841
Chemistry Wealth Management
New York
$607K
VIP
842
Value Investment Professionals
New York
$607K
ST
843
Sageworth Trust
Pennsylvania
$606K
TWA
844
Talisman Wealth Advisors
New Jersey
$605K
MGIA
845
Moneta Group Investment Advisors
Missouri
$605K
TA
846
TrueWealth Advisors
Alabama
$601K
HWA
847
Heritage Wealth Advisors
Virginia
$600K
MAM
848
Markin Asset Management
New York
$600K
AIP
849
ARS Investment Partners
New York
$600K
VCM
850
Vivaldi Capital Management
Illinois
$598K