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State Street Utilities Select Sector SPDR ETF

1,426 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 94

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.5B)

2% more funds holding

Funds holding: 1,3941,426 (+32)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

7.21% less ownership

Funds ownership: 130.04%122.82% (-7.2%)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,426
Holders Change
+32
Holders Change %
+2.3%
% of All Funds
18.72%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
147
Increased
560
Reduced
478
Closed
94
Calls
$1.26B
Puts
$3.14B
Net Calls
-$1.88B
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
76
Tudor Investment Corp
Connecticut
$22.4M -$32.1M -758,998 -60%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$22.4M +$46.3K +1,094 +0.2%
NHFG
78
New Harbor Financial Group
Massachusetts
$22.1M +$656K +15,508 +3%
QIM
79
Quantitative Investment Management
Virginia
$22M +$17.7M +417,422 +482%
EH
80
Equitable Holdings
New York
$21.7M +$1.16M +27,372 +6%
KAS
81
Kestra Advisory Services
Texas
$21.2M +$1.56M +36,774 +8%
Capital Fund Management (CFM)
82
Capital Fund Management (CFM)
France
$21M +$1.25M +29,644 +7%
AA
83
Advisory Alpha
Michigan
$20.6M +$825K +19,494 +4%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$20.4M -$154K -3,648 -0.8%
JF
85
Jump Financial
Illinois
$19.9M +$19.3M +456,910 New
SA
86
Sanctuary Advisors
Indiana
$19.6M +$3.07M +72,616 +19%
DCM
87
Dupont Capital Management
Delaware
$19.2M +$3.93M +92,960 +27%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$19M +$950K +22,456 +6%
JCM
89
Janney Capital Management
Pennsylvania
$19M -$704K -16,638 -4%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$18.3M +$458K +10,830 +3%
PP
91
Passaic Partners
New Jersey
$18.3M +$3.65M +86,398 +26%
GG
92
Greenwood Gearhart
Arkansas
$18M +$362K +8,552 +2%
EFG
93
Ethos Financial Group
Pennsylvania
$17.8M +$122K +2,894 +0.7%
CC
94
Cornerstone Capital
California
$17M +$123K +2,918 +0.8%
PP
95
Prudential plc
United Kingdom
$16.7M +$16.2M +382,400 New
Jones Financial Companies
96
Jones Financial Companies
Missouri
$16.4M +$2.87M +67,858 +22%
WAOI
97
Wealth Advisors of Iowa
Iowa
$16M +$1.49M +35,154 +11%
KHLMVGHM
98
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.4M
TAM
99
Trust Asset Management
Texas
$15.4M
VDI
100
Vaughan David Investments
Illinois
$15.3M -$841K -19,886 -5%

XLU Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2025, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 94 closed out — a net gain of 53 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Proficio Capital Partners, cutting an estimated $738M.

  • 1,426 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2025, up from 1,394 in Q2 2025.
  • Funds reported $13.1B of State Street Utilities Select Sector SPDR ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2025 and 94 closed out, a net change of +53 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $182M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $738M sold.

Based on aggregated 13F filings for Q3 2025.