XLU icon

State Street Utilities Select Sector SPDR ETF

1,492 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 616 increasing their positions, 457 reducing their positions, and 103 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$362M)

60.68% less ownership

Funds ownership: 122.78%62.1% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
976
JFS Wealth Advisors
Pennsylvania
$408K
WPC
977
Wedmont Private Capital
Pennsylvania
$403K
DM
978
Diversified Management
Wisconsin
$402K
SW
979
SMART Wealth
Nebraska
$402K
CA
980
Cornerstone Advisory
Maryland
$401K
APP
981
Avantax Planning Partners
Iowa
$398K
TFA
982
Teamwork Financial Advisors
Texas
$398K
BFG
983
Baron Financial Group
New Jersey
$397K
M
984
MYeCFO
California
$396K
AMG
985
APS Management Group
California
$396K
PWP
986
Phillips Wealth Planners
Mississippi
$395K
BCP
987
Blue Chip Partners
Michigan
$391K
PCA
988
Purkiss Capital Advisors
Connecticut
$390K
CSIC
989
Clifford Swan Investment Counsel
California
$386K
4A
990
4Wealth Advisors
Illinois
$385K
GWM
991
GSB Wealth Management
Connecticut
$385K
PT
992
Plimoth Trust
Massachusetts
$383K
NAS
993
Nicolet Advisory Services
Wisconsin
$382K
GAA
994
Guardian Asset Advisors
Pennsylvania
$382K
SFS
995
Security Financial Services
Indiana
$382K
BOJHT
996
Bank of Jackson Hole Trust
Wyoming
$381K
APIM
997
Agate Pass Investment Management
Washington
$380K
PJSIMP
998
P.J. Schmidt Investment Management (PJS)
Wisconsin
$378K
LWM
999
Lodestone Wealth Management
Washington
$377K
PWM
1000
PMG Wealth Management
Illinois
$376K