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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
NAM
1001
NTV Asset Management
West Virginia
$266K
RWM
1002
Rialto Wealth Management
New York
$265K -$56.3K -1,440 -18%
TPW
1003
Transatlantique Private Wealth
New York
$264K
QWM
1004
Quadcap Wealth Management
Texas
$264K
RFO
1005
RiverGlades Family Offices
Florida
$262K +$2.34K +60 +0.9%
FPAS
1006
Focus Partners Advisor Solutions
Missouri
$262K +$46.3K +1,184 +22%
PCS
1007
Private Client Services
Kentucky
$261K +$1.64K +42 +0.6%
PWM
1008
Palumbo Wealth Management
New York
$260K +$3.36K +86 +1%
IFS
1009
Ifrah Financial Services
Arkansas
$260K -$11K -282 -4%
JIC
1010
Joel Isaacson & Co
New York
$259K +$1.41K +36 +0.6%
OPPS
1011
Obsidian Personal Planning Solutions
Maryland
$258K
GA
1012
Goldstein Advisors
Wisconsin
$257K
MA
1013
MBA Advisors
Pennsylvania
$257K -$7.42K -190 -3%
IFWM
1014
Institute for Wealth Management
Colorado
$255K -$58.8K -1,504 -19%
CA
1015
Carson Advisory
Georgia
$255K +$253K +6,478 New
NP
1016
Nilsine Partners
Colorado
$255K +$12.4K +318 +5%
SDWMA
1017
Schneider Downs Wealth Management Advisors
Pennsylvania
$255K +$21.7K +556 +9%
FFO
1018
Fortitude Family Office
Arizona
$253K
BSA
1019
Braun Stacey Associates
New York
$251K
AL
1020
Aspiriant LLC
California
$251K +$22K +562 +10%
NSIM
1021
North Star Investment Management
Illinois
$250K -$8.83K -226 -3%
HWP
1022
Highline Wealth Partners
California
$249K +$55.1K +1,410 +29%
FA
1023
Fountainhead AM
New Jersey
$249K +$247K +6,312 New
GWSG
1024
GPS Wealth Strategies Group
Colorado
$248K -$4.36M -111,544 -95%
FCA
1025
Fortis Capital Advisors
Kansas
$248K +$245K +6,278 New

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.