XLU icon

State Street Utilities Select Sector SPDR ETF

1,385 hedge funds and large institutions have $11.6B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 560 increasing their positions, 446 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.03% more ownership

Funds ownership: 63.12%65.15% (+2%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

59% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $2.93B

Holders
1,385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22B
Puts
$2.93B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
951
Stonebridge Financial Planning Group
Florida
$330K
NCM
952
Novare Capital Management
North Carolina
$330K
SQA
953
Simon Quick Advisors
New Jersey
$330K
AFG
954
Allegheny Financial Group
Pennsylvania
$329K
OAM
955
Occidental Asset Management
California
$328K
FLPIM
956
F.L. Putnam Investment Management
Massachusetts
$327K
DCM
957
Discovery Capital Management
Connecticut
$327K
ICM
958
III Capital Management
Florida
$327K
DFG
959
Demars Financial Group
Washington
$325K
DWS
960
Discipline Wealth Solutions
South Carolina
$324K
FBFS
961
First Business Financial Services
Wisconsin
$323K
CKAIS
962
Christensen King & Associates Investment Services
Washington
$323K
PWAM
963
Private Wealth Asset Management
Iowa
$322K
IC
964
IEQ Capital
California
$321K
PCA
965
Purkiss Capital Advisors
Connecticut
$318K
LCG
966
Lakeshore Capital Group
Illinois
$317K
BOJHT
967
Bank of Jackson Hole Trust
Wyoming
$316K
GFA
968
Gallagher Fiduciary Advisors
Illinois
$316K
RBC
969
Romano Brothers & Co
Illinois
$315K
EPW
970
Endeavor Private Wealth
Kansas
$315K
RA
971
Rockingstone Advisors
Massachusetts
$315K
HTC
972
Haverford Trust Company
Pennsylvania
$314K
LWM
973
Lodestone Wealth Management
Washington
$314K
VV
974
Verity & Verity
South Carolina
$314K
KCAM
975
Kagan Cocozza Asset Management
New Jersey
$311K