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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
+$212M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$71M
3
Millennium Management
Millennium Management
New York
+$66.6M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59M
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
-$258M
2
SCB
Saudi Central Bank
Saudi Arabia
-$121M
3
MMH
Menora Mivtachim Holdings
Israel
-$91M
4
MB
Mizuho Bank
Japan
-$68.8M
5
Morgan Stanley
Morgan Stanley
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
976
Godsey & Gibb Inc
Virginia
$281K – – –
YIA
977
YHB Investment Advisors
Connecticut
$280K -$37.4K -474 -12%
BIG
978
Brookwood Investment Group
Arizona
$279K +$279K +3,542 New
MSFS
979
Main Street Financial Solutions
Pennsylvania
$278K -$3.55K -45 -1%
LSA
980
L & S Advisors
California
$277K +$1.42K +18 +0.5%
BWM
981
Buska Wealth Management
Wisconsin
$276K -$3.63K -46 -1%
OCPWS
982
One Charles Private Wealth Services
Massachusetts
$275K -$17.6K -223 -6%
NJIM
983
Nabity-Jensen Investment Management
Nebraska
$275K – – –
DAS
984
Diversify Advisory Services
Utah
$275K -$172K -2,175 -39%
ACM
985
Advance Capital Management
Michigan
$275K -$18.8K -238 -6%
NB
986
Nicolet Bankshares
Wisconsin
$274K – – –
AFAS
987
Acorn Financial Advisory Services
Virginia
$271K +$237 +3 +0.1%
PIA
988
Perennial Investment Advisors
California
$270K +$12K +152 +5%
LWM
989
Lodestone Wealth Management
Washington
$269K +$11.3K +143 +4%
CWM
990
Concentrum Wealth Management
California
$267K +$9.62K +122 +4%
Financial Engines Advisors
991
Financial Engines Advisors
California
$266K -$2.29K -29 -0.9%
NAM
992
NTV Asset Management
West Virginia
$266K – – –
RWM
993
Rialto Wealth Management
New York
$265K -$56.8K -720 -18%
TPW
994
Transatlantique Private Wealth
New York
$264K – – –
QWM
995
Quadcap Wealth Management
Texas
$264K – – –
RFO
996
RiverGlades Family Offices
Florida
$262K +$2.37K +30 +0.9%
FPAS
997
Focus Partners Advisor Solutions
Missouri
$262K +$46.7K +592 +22%
PCS
998
Private Client Services
Kentucky
$261K +$1.66K +21 +0.6%
PWM
999
Palumbo Wealth Management
New York
$260K +$3.39K +43 +1%
IFS
1000
Ifrah Financial Services
Arkansas
$260K -$11.1K -141 -4%
38 39
40
41 42