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
SFM
1001
Signet Financial Management
New Jersey
$375K
SWM
1002
Steinberganna Wealth Management
New York
$374K
CWM
1003
Connecticut Wealth Management
Connecticut
$374K
RWM
1004
Ritholtz Wealth Management
New York
$373K
BFWA
1005
Benchmark Financial Wealth Advisors
Florida
$372K
E
1006
Entelevest
Florida
$371K
HGA
1007
Hobbs Group Advisors
South Carolina
$371K
AA
1008
Ancora Advisors
Ohio
$371K
CA
1009
Clearstead Advisors
Ohio
$370K
GWM
1010
GK Wealth Management
Nevada
$370K
MAM
1011
MMA Asset Management
Pennsylvania
$370K
AWM
1012
Activest Wealth Management
Florida
$370K
QPWM
1013
Quadrant Private Wealth Management
Pennsylvania
$370K
ICP
1014
Interchange Capital Partners
Pennsylvania
$369K
LWM
1015
LJI Wealth Management
Indiana
$369K
APW
1016
Axim Planning & Wealth
Ohio
$369K
DWS
1017
Discipline Wealth Solutions
South Carolina
$368K
GEA
1018
Glen Eagle Advisors
New Jersey
$366K
OCA
1019
OpenArc Corporate Advisory
Georgia
$362K
TWM
1020
Tolleson Wealth Management
Texas
$360K
CWM
1021
Cornerstone Wealth Management
Missouri
$360K
JFG
1022
Juno Financial Group
Virginia
$359K
HIP
1023
HUB Investment Partners
Texas
$359K
RWA
1024
Redhawk Wealth Advisors
Minnesota
$359K
PIM
1025
Penobscot Investment Management
Massachusetts
$355K