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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
FB
1051
Fulton Bank
Pennsylvania
$231K -$2.66K -68 -1%
1IA
1052
1834 Investment Advisors
Wisconsin
$231K -$162K -4,138 -41%
DBRC
1053
D.B. Root & Company
Pennsylvania
$230K -$19.4K -496 -8%
DIA
1054
Dana Investment Advisors
Wisconsin
$230K -$146K -3,726 -39%
ATC
1055
Argent Trust Co
Tennessee
$229K +$227K +5,814 New
SLC
1056
Second Line Capital
Louisiana
$229K -$55.5K -1,420 -20%
QC
1057
Quantessence Capital
New York
$227K -$4.85M -124,148 -96%
CA
1058
Cornerstone Advisory
Maryland
$226K +$220K +5,620 New
HFS
1059
Hopwood Financial Services
Virginia
$226K +$78 +2 +0%
BDF
1060
Black Diamond Financial
Maryland
$226K
HGA
1061
Hobbs Group Advisors
South Carolina
$224K -$3.67K -94 -2%
AP
1062
Advisors Preferred
Maryland
$224K +$221K +5,668 New
SHIM
1063
Stone House Investment Management
Pennsylvania
$224K +$222K +5,670 New
HR
1064
Howe & Rusling
New York
$221K -$16K -410 -7%
AA
1065
Acorns Advisers
California
$220K +$218K +5,570 New
WEG
1066
World Equity Group
Illinois
$220K -$728K -18,632 -77%
PJSIMP
1067
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K +$216K +5,536 New
MCC
1068
Money Concepts Capital
Florida
$217K +$215K +5,514 New
KFC
1069
Klingenstein Fields & Co
New York
$217K
PNAA
1070
Pictet North America Advisors
Switzerland
$217K
PWM
1071
PBMares Wealth Management
Virginia
$216K +$214K +5,470 New
OSNBOA
1072
Old Second National Bank of Aurora
Illinois
$215K -$15.6K -400 -7%
IA
1073
Insight Advisors
Pennsylvania
$215K +$4.92K +126 +2%
CWS
1074
Cypress Wealth Services
California
$215K
ABLA
1075
Alan B. Lancz & Associates
Ohio
$214K +$313 +8 +0.1%

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.