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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$71M
3
Millennium Management
Millennium Management
New York
+$66.6M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59M
5
Holocene Advisors
Holocene Advisors
New York
+$52.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$258M
2
SCB
Saudi Central Bank
Saudi Arabia
-$121M
3
MMH
Menora Mivtachim Holdings
Israel
-$91M
4
MB
Mizuho Bank
Japan
-$68.8M
5
Morgan Stanley
Morgan Stanley
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
926
Crestwood Advisors Group
Massachusetts
$318K -$31.7K -402 -9%
SWM
927
Stockman Wealth Management
Montana
$317K -$489K -6,201 -61%
PW
928
PUREfi Wealth
Massachusetts
$315K +$39.4K +500 +14%
PCM
929
Pennsylvania Capital Management
Pennsylvania
$314K +$314K +3,981 New
NFG
930
Nations Financial Group
Iowa
$314K -$17.7K -224 -5%
BOJHT
931
Bank of Jackson Hole Trust
Wyoming
$312K -$12.1K -153 -4%
GFA
932
Gallagher Fiduciary Advisors
Illinois
$311K -$102K -1,291 -25%
DCM
933
Donaldson Capital Management
Indiana
$311K – – –
TPA
934
Trivium Point Advisory
Connecticut
$311K +$60.7K +770 +24%
GI
935
GAMCO Investors
Connecticut
$310K +$310K +3,929 New
SFPG
936
Stonebridge Financial Planning Group
Florida
$309K +$309K +3,921 New
CPRC
937
Consolidated Portfolio Review Corp
New York
$308K +$38.8K +492 +14%
AWM
938
Aries Wealth Management
Maine
$307K +$5.05K +64 +2%
NCM
939
Novare Capital Management
North Carolina
$306K +$28.4K +360 +10%
RBC
940
Romano Brothers & Co
Illinois
$305K +$79 +1 +0%
HTC
941
Haverford Trust Company
Pennsylvania
$303K – – –
FFG
942
First Financial Group
North Carolina
$302K -$6.47K -82 -2%
BBA
943
BLB&B Advisors
Pennsylvania
$302K -$169K -2,147 -36%
VFPW
944
Vantage Financial Partners (Wisconsin)
Wisconsin
$302K -$1.18M -14,947 -80%
KCAM
945
Kagan Cocozza Asset Management
New Jersey
$300K -$1.18K -15 -0.4%
WGC
946
Watts Gwilliam & Co
Arizona
$300K +$1.1K +14 +0.4%
JHC
947
J. Hagan Capital
Kentucky
$299K +$299K +3,955 New
BHB
948
Bank Hapoalim BM
Israel
$299K +$299K +3,795 New
SWA
949
Sightline Wealth Advisors
Connecticut
$299K -$88.9K -1,128 -23%
LBC
950
Leigh Baldwin & Co
New York
$298K -$160K -2,031 -35%
36 37
38
39 40