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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
BBA
951
BLB&B Advisors
Pennsylvania
$302K -$168K -4,294 -36%
VFPW
952
Vantage Financial Partners (Wisconsin)
Wisconsin
$302K -$1.17M -29,894 -80%
KCAM
953
Kagan Cocozza Asset Management
New Jersey
$300K -$1.17K -30 -0.4%
WGC
954
Watts Gwilliam & Co
Arizona
$300K +$1.09K +28 +0.4%
JHC
955
J. Hagan Capital
Kentucky
$299K +$309K +7,910 New
BHB
956
Bank Hapoalim BM
Israel
$299K +$297K +7,590 New
SWA
957
Sightline Wealth Advisors
Connecticut
$299K -$88.1K -2,256 -23%
LBC
958
Leigh Baldwin & Co
New York
$298K -$159K -4,062 -35%
KFS
959
Kaizen Financial Strategies
California
$298K +$35.9K +920 +14%
FUBT
960
First United Bank & Trust
Maryland
$298K +$15.6K +398 +6%
SAF
961
Smith Anglin Financial
Texas
$298K -$25K -640 -8%
RIG
962
RiverFront Investment Group
Virginia
$297K +$6.49K +166 +2%
GEA
963
Glen Eagle Advisors
New Jersey
$297K -$48.1K -1,232 -14%
FEM
964
Fulcrum Equity Management
Texas
$297K -$1.22M -31,220 -81%
AFA
965
American Financial Advisors
Georgia
$294K -$6.88K -176 -2%
CKAIS
966
Christensen King & Associates Investment Services
Washington
$294K
CRI
967
Colonial River Investments
Virginia
$294K -$139K -3,556 -32%
VAG
968
VisionPoint Advisory Group
Texas
$294K +$58.7K +1,502 +25%
MCM
969
Magnolia Capital Management
New York
$293K +$291K +7,440 New
CG
970
Curat Global
New Hampshire
$292K +$290K +7,410 New
SCM
971
Stevens Capital Management
Pennsylvania
$292K +$289K +7,400 New
CWM
972
Connecticut Wealth Management
Connecticut
$291K -$1.76M -45,066 -86%
FBFS
973
First Business Financial Services
Wisconsin
$290K +$287K +7,354 New
KTC
974
Kentucky Trust Company
Kentucky
$288K
IWM
975
Iams Wealth Management
Nebraska
$286K +$9.69K +248 +4%

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.