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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
RRCM
926
Rappaport Reiches Capital Management
Illinois
$325K +$322K +8,250 New
CCM
927
Crew Capital Management
Ohio
$325K +$3.05K +78 +1%
SMC
928
Smith, Moore & Co
Missouri
$323K +$391 +10 +0.1%
IC
929
IEQ Capital
California
$323K +$93.9K +2,404 +42%
MRP
930
Measured Risk Portfolios
California
$321K -$25.1K -642 -7%
UOTTAIMCU
931
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K +$169K +4,336 +114%
KCM
932
Kanawha Capital Management
Virginia
$319K +$15.6K +400 +5%
FA
933
Fiduciary Alliance
South Carolina
$318K +$63.5K +1,626 +25%
CAG
934
Crestwood Advisors Group
Massachusetts
$318K -$31.4K -804 -9%
SWM
935
Stockman Wealth Management
Montana
$317K -$485K -12,402 -61%
PW
936
PUREfi Wealth
Massachusetts
$315K +$39.1K +1,000 +14%
PCM
937
Pennsylvania Capital Management
Pennsylvania
$314K +$311K +7,962 New
NFG
938
Nations Financial Group
Iowa
$314K -$17.5K -448 -5%
BOJHT
939
Bank of Jackson Hole Trust
Wyoming
$312K -$12K -306 -4%
GFA
940
Gallagher Fiduciary Advisors
Illinois
$311K -$101K -2,582 -25%
DCM
941
Donaldson Capital Management
Indiana
$311K
TPA
942
Trivium Point Advisory
Connecticut
$311K +$60.2K +1,540 +24%
GI
943
GAMCO Investors
Connecticut
$310K +$307K +7,858 New
SFPG
944
Stonebridge Financial Planning Group
Florida
$309K +$306K +7,842 New
CPRC
945
Consolidated Portfolio Review Corp
New York
$308K +$38.4K +984 +14%
AWM
946
Aries Wealth Management
Maine
$307K +$5K +128 +2%
NCM
947
Novare Capital Management
North Carolina
$306K +$28.1K +720 +10%
RBC
948
Romano Brothers & Co
Illinois
$305K +$78 +2 +0%
HTC
949
Haverford Trust Company
Pennsylvania
$303K
FFG
950
First Financial Group
North Carolina
$302K -$6.41K -164 -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.