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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
$353M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
Millennium Management
New York
$85M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$192M
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
$0
2
SCB
Saudi Central Bank
Saudi Arabia
$0
3
MMH
Menora Mivtachim Holdings
Israel
$218M
4
MB
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Advisory Alpha
Michigan
$17.4M +$976K +12,374 +6%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$17.3M +$70.3K +892 +0.4%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$17.2M -$4.57M -57,980 -21%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$16.8M -$147K -1,861 -0.9%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$16.5M +$279K +3,540 +2%
EH
81
Equitable Holdings
New York
$16.3M +$1.48M +18,770 +10%
EFG
82
Ethos Financial Group
Pennsylvania
$16M +$16M +202,752 New
SPIA
83
Steward Partners Investment Advisory
New York
$15.8M -$4.38M -55,500 -22%
GG
84
Greenwood Gearhart
Arkansas
$15.5M -$708K -8,982 -4%
CC
85
Cornerstone Capital
California
$15.2M +$245K +3,103 +2%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$14.8M +$1.22M +15,488 +9%
PP
87
Passaic Partners
New Jersey
$14.7M -$2.61M -33,128 -15%
FHA
88
Flagship Harbor Advisors
Massachusetts
$14.6M +$10.8M +137,432 +287%
AWS
89
Atria Wealth Solutions
New York
$14.3M -$535K -6,780 -4%
VDI
90
Vaughan David Investments
Illinois
$14.3M +$436K +5,535 +3%
M
91
MATAURO
New York
$14.2M +$1.45M +18,400 +11%
AAS
92
Avantax Advisory Services
Texas
$14M +$9.46M +119,920 +208%
KHLMVGHM
93
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14M – – –
TAM
94
Trust Asset Management
Texas
$13.9M +$561K +7,113 +4%
FTS
95
Fifth Third Securities
Ohio
$13.8M +$2.4M +30,421 +21%
FFBTD
96
First Financial Bank - Trust Division
Ohio
$13.6M -$1.8M -22,808 -12%
MM
97
Main Management
California
$13.6M -$2.69M -34,100 -17%
FGP
98
Freestone Grove Partners
California
$13.2M +$13.2M +167,807 New
IA
99
Integrity Alliance
Iowa
$13.2M +$10.2M +128,886 +338%
WHG
100
Westwood Holdings Group
Texas
$13.1M -$779K -9,885 -6%
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4
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