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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
JIR
826
James Investment Research
Ohio
$439K
FIM
827
FWL Investment Management
Texas
$438K +$1.17K +30 +0.3%
RFN
828
Redwood Financial Network
Ohio
$436K +$90.6K +2,320 +27%
TMWM
829
Taylor & Morgan Wealth Management
Michigan
$433K +$3.05K +78 +0.7%
RIP
830
Reliant Investment Partners
North Carolina
$431K -$25.3K -648 -6%
TWA
831
Tandem Wealth Advisors
Arizona
$430K +$47.8K +1,224 +13%
OIS
832
Okabena Investment Services
Minnesota
$429K +$2.81K +72 +0.7%
SIG
833
Spinnaker Investment Group
California
$428K +$39K +998 +10%
HCMG
834
Howard Capital Management Group
California
$428K -$2.07M -52,902 -83%
CWM
835
ClientFirst Wealth Management
Arkansas
$428K +$39.1K +1,000 +10%
RAG
836
RIA Advisory Group
Iowa
$425K +$21.5K +550 +5%
LA
837
LexAurum Advisors
Kansas
$425K +$1.41K +36 +0.3%
TA
838
TrueWealth Advisors
Alabama
$423K -$45.2K -1,158 -10%
ATS
839
Ashton Thomas Securities
New York
$422K -$48.3K -1,236 -10%
FT
840
Fiduciary Trust
Massachusetts
$421K +$32.4K +830 +8%
OP
841
ORG Partners
Indiana
$421K -$34.9K -892 -8%
EGA
842
E&G Advisors
Texas
$419K
HPBT
843
Hickory Point Bank & Trust
Illinois
$418K -$12.5K -320 -3%
DIP
844
DT Investment Partners
Pennsylvania
$417K +$143K +3,660 +53%
VWA
845
Visionary Wealth Advisors
Illinois
$416K -$169K -4,314 -29%
SC
846
Syon Capital
California
$416K -$285K -7,284 -41%
SA
847
Strategic Advisors
New York
$414K -$36.4K -932 -8%
FIA
848
FPC Investment Advisory
California
$411K -$23.4K -600 -5%
First Manhattan
849
First Manhattan
New York
$407K +$8.13K +208 +2%
ST
850
Spinnaker Trust
Maine
$406K

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.