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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
AA
76
Advisory Alpha
Michigan
$17.4M +$967K +24,748 +6%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$17.3M +$69.7K +1,784 +0.4%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$17.2M -$4.53M -115,960 -21%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$16.8M -$145K -3,722 -0.9%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$16.5M +$277K +7,080 +2%
EH
81
Equitable Holdings
New York
$16.3M +$1.47M +37,540 +10%
EFG
82
Ethos Financial Group
Pennsylvania
$16M +$15.8M +405,504 New
SPIA
83
Steward Partners Investment Advisory
New York
$15.8M -$4.34M -111,000 -22%
GG
84
Greenwood Gearhart
Arkansas
$15.5M -$702K -17,964 -4%
CC
85
Cornerstone Capital
California
$15.2M +$242K +6,206 +2%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$14.8M +$1.21M +30,976 +9%
PP
87
Passaic Partners
New Jersey
$14.7M -$2.59M -66,256 -15%
FHA
88
Flagship Harbor Advisors
Massachusetts
$14.6M +$10.7M +274,864 +287%
AWS
89
Atria Wealth Solutions
New York
$14.3M -$530K -13,560 -4%
VDI
90
Vaughan David Investments
Illinois
$14.3M +$433K +11,070 +3%
M
91
MATAURO
New York
$14.2M +$1.44M +36,800 +11%
AAS
92
Avantax Advisory Services
Texas
$14M +$9.37M +239,840 +208%
KHLMVGHM
93
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14M
TAM
94
Trust Asset Management
Texas
$13.9M +$556K +14,226 +4%
FTS
95
Fifth Third Securities
Ohio
$13.8M +$2.38M +60,842 +21%
FFBTD
96
First Financial Bank - Trust Division
Ohio
$13.6M -$1.78M -45,616 -12%
MM
97
Main Management
California
$13.6M -$2.66M -68,200 -17%
FGP
98
Freestone Grove Partners
California
$13.2M +$13.1M +335,614 New
IA
99
Integrity Alliance
Iowa
$13.2M +$10.1M +257,772 +338%
WHG
100
Westwood Holdings Group
Texas
$13.1M -$772K -19,770 -6%

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.