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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$71M
3
Millennium Management
Millennium Management
New York
+$66.6M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59M
5
Holocene Advisors
Holocene Advisors
New York
+$52.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$258M
2
SCB
Saudi Central Bank
Saudi Arabia
-$121M
3
MMH
Menora Mivtachim Holdings
Israel
-$91M
4
MB
Mizuho Bank
Japan
-$68.8M
5
Morgan Stanley
Morgan Stanley
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1051
Black Diamond Financial
Maryland
$226K – – –
HGA
1052
Hobbs Group Advisors
South Carolina
$224K -$3.71K -47 -2%
AP
1053
Advisors Preferred
Maryland
$224K +$224K +2,834 New
SHIM
1054
Stone House Investment Management
Pennsylvania
$224K +$224K +2,835 New
HR
1055
Howe & Rusling
New York
$221K -$16.2K -205 -7%
AA
1056
Acorns Advisers
California
$220K +$220K +2,785 New
WEG
1057
World Equity Group
Illinois
$220K -$735K -9,316 -77%
PJSIMP
1058
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K +$218K +2,768 New
MCC
1059
Money Concepts Capital
Florida
$217K +$217K +2,757 New
KFC
1060
Klingenstein Fields & Co
New York
$217K – – –
PNAA
1061
Pictet North America Advisors
Switzerland
$217K – – –
PWM
1062
PBMares Wealth Management
Virginia
$216K +$216K +2,735 New
OSNBOA
1063
Old Second National Bank of Aurora
Illinois
$215K -$15.8K -200 -7%
IA
1064
Insight Advisors
Pennsylvania
$215K +$4.97K +63 +2%
CWS
1065
Cypress Wealth Services
California
$215K – – –
ABLA
1066
Alan B. Lancz & Associates
Ohio
$214K +$315 +4 +0.1%
TD Asset Management
1067
TD Asset Management
Ontario, Canada
$214K -$7.65K -97 -3%
APF
1068
Alaska Permanent Fund
Alaska
$212K – – –
SJIM
1069
St. Johns Investment Management
Florida
$211K -$17.5K -222 -8%
PCM
1070
Prelude Capital Management
New York
$211K +$211K +2,675 New
WPC
1071
Wedmont Private Capital
Pennsylvania
$211K +$211K +2,760 New
PSF
1072
Pacific Sun Financial
California
$211K – – –
CWM
1073
Circle Wealth Management
New Jersey
$210K +$210K +2,658 New
RWM
1074
Ritholtz Wealth Management
New York
$209K -$13.9K -176 -6%
HWP
1075
Heritage Wealth Partners
Ohio
$209K -$51.6K -654 -20%
41 42
43
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