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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
CA
901
Continuum Advisory
Idaho
$346K +$27.6K +706 +9%
APIM
902
Agate Pass Investment Management
Washington
$346K +$6.02K +154 +2%
PCA
903
Prosperity Capital Advisors
Ohio
$346K -$26.3K -674 -7%
NPAN
904
Northeast Planning Associates NH
New Hampshire
$344K -$287K -7,344 -46%
UAG
905
United Advisor Group
Ohio
$344K +$28.2K +722 +9%
PG
906
Prostatis Group
Maryland
$343K -$110K -2,824 -25%
AA
907
Ancora Advisors
Ohio
$343K
BFA
908
Beaumont Financial Advisors
Massachusetts
$342K
ISL
909
Ingalls & Snyder LLC
New York
$339K -$43K -1,100 -11%
BWM
910
Birchcreek Wealth Management
Ohio
$338K -$57.3K -1,466 -15%
AWE
911
Avidian Wealth Enterprises
Texas
$335K +$5.94K +152 +2%
OAM
912
Occidental Asset Management
California
$335K +$56.4K +1,444 +20%
CFD
913
Creative Financial Designs
Indiana
$335K -$45.7K -1,170 -12%
CAM
914
Chesapeake Asset Management
New York
$335K +$191K +4,896 +136%
BJL
915
Brighton Jones LLC
Washington
$334K +$32K +818 +11%
TWM
916
Tolleson Wealth Management
Texas
$332K
KDA
917
Kraft Davis & Associates
Missouri
$332K -$858K -21,966 -72%
SWA
918
Stratos Wealth Advisors
Ohio
$331K -$370K -9,468 -53%
WCF
919
West Coast Financial
California
$331K
MC
920
Mathes Company
New York
$331K
SQA
921
Simon Quick Advisors
New Jersey
$330K -$703 -18 -0.2%
MFG
922
Mission Financial Group
Nevada
$329K +$560K +14,330 New
SP
923
Successful Portfolios
Florida
$328K
RA
924
Rockingstone Advisors
Massachusetts
$328K
WTC
925
WhitTier Trust Company
Nevada
$327K -$7.81K -200 -2%

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.