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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
AAMA
1026
Advanced Asset Management Advisors
Ohio
$247K -$17.7K -454 -7%
EE
1027
EWG Elevate
California
$247K +$244K +6,254 New
AIA
1028
Ally Invest Advisors
North Carolina
$247K -$3.2K -82 -1%
ICP
1029
Interchange Capital Partners
Pennsylvania
$246K -$4.69K -120 -2%
BFWA
1030
Benchmark Financial Wealth Advisors
Florida
$246K
MA
1031
MKT Advisors
California
$245K +$9.14K +234 +4%
FMI
1032
F/M Investments
District of Columbia
$245K
RIA
1033
Realta Investment Advisors
Delaware
$244K +$37.1K +950 +18%
GFG
1034
Grantvest Financial Group
New Jersey
$243K -$5.24K -134 -2%
AMCA
1035
Arthur M. Cohen & Associates
Illinois
$243K
PWM
1036
Power Wealth Management
Georgia
$243K -$136K -3,484 -36%
BFIM
1037
Beese Fulmer Investment Management
Ohio
$243K +$240K +6,154 New
SGK
1038
Steigerwald Gordon & Koch
Virginia
$241K
CPA
1039
Cardiff Park Advisors
California
$241K
HA
1040
Helium Advisors
Washington
$241K
GCA
1041
Gradient Capital Advisors
California
$240K
MWM
1042
Maripau Wealth Management
Indiana
$240K +$238K +6,090 New
SW
1043
SkyOak Wealth
Michigan
$238K -$3.67K -94 -2%
FNFDCM
1044
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$237K
PP
1045
Pacifica Partners
Canada
$236K
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$235K -$6.72K -172 -3%
PPWM
1047
Perissos Private Wealth Management
Oklahoma
$233K +$1.33K +34 +0.6%
GC
1048
Garde Capital
Washington
$233K
NAS
1049
NWF Advisory Services
California
$232K +$230K +5,892 New
LP
1050
LGL Partners
Pennsylvania
$232K +$1.72K +44 +0.8%

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.