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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
BP
976
Broadleaf Partners
Ohio
$285K
USB
977
Union Savings Bank
Connecticut
$284K
BCP
978
Blue Chip Partners
Michigan
$284K -$41.6K -1,066 -13%
RFA
979
Resurgent Financial Advisors
Georgia
$284K -$14.6K -374 -5%
ACP
980
Argyle Capital Partners
California
$283K -$48.1K -1,232 -15%
PWAM
981
Private Wealth Asset Management
Iowa
$282K +$280K +7,160 New
GT
982
Greenleaf Trust
Michigan
$281K
HIP
983
HUB Investment Partners
Texas
$281K -$7.03K -180 -2%
GGI
984
Godsey & Gibb Inc
Virginia
$281K
YIA
985
YHB Investment Advisors
Connecticut
$280K -$37K -948 -12%
BIG
986
Brookwood Investment Group
Arizona
$279K +$277K +7,084 New
MSFS
987
Main Street Financial Solutions
Pennsylvania
$278K -$3.52K -90 -1%
LSA
988
L & S Advisors
California
$277K +$1.41K +36 +0.5%
BWM
989
Buska Wealth Management
Wisconsin
$276K -$3.59K -92 -1%
OCPWS
990
One Charles Private Wealth Services
Massachusetts
$275K -$17.4K -446 -6%
NJIM
991
Nabity-Jensen Investment Management
Nebraska
$275K
DAS
992
Diversify Advisory Services
Utah
$275K -$170K -4,350 -39%
ACM
993
Advance Capital Management
Michigan
$275K -$18.6K -476 -6%
NB
994
Nicolet Bankshares
Wisconsin
$274K
CT
995
Caldwell Trust
Florida
$271K +$90.8K +2,324 +51%
AFAS
996
Acorn Financial Advisory Services
Virginia
$271K +$234 +6 +0.1%
PIA
997
Perennial Investment Advisors
California
$270K +$11.9K +304 +5%
LWM
998
Lodestone Wealth Management
Washington
$269K +$11.2K +286 +4%
CWM
999
Concentrum Wealth Management
California
$267K +$9.53K +244 +4%
Financial Engines Advisors
1000
Financial Engines Advisors
California
$266K -$2.27K -58 -0.9%

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.