XLU icon

State Street Utilities Select Sector SPDR ETF

1,412 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 554 increasing their positions, 474 reducing their positions, and 94 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

7.24% less ownership

Funds ownership: 129.94%122.7% (-7.2%)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.26B
Puts
$3.14B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1051
Joel Isaacson & Co
New York
$290K
TR
1052
Tepp RIA
New Jersey
$290K
NFC
1053
Northstar Financial Companies
Pennsylvania
$289K
GGI
1054
Godsey & Gibb Inc
Virginia
$288K
BAM
1055
Berkshire Asset Management
Pennsylvania
$288K
QWM
1056
Quadcap Wealth Management
Texas
$287K
UFF
1057
USA Financial Formulas
Michigan
$286K
PSCM
1058
Per Stirling Capital Management
Texas
$285K
GA
1059
Goldstein Advisors
Wisconsin
$284K
IFS
1060
Ifrah Financial Services
Arkansas
$284K
CA
1061
Carson Advisory
Georgia
$282K
SDWMA
1062
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K
PW
1063
PUREfi Wealth
Massachusetts
$279K
NP
1064
Nilsine Partners
Colorado
$278K
AL
1065
Aspiriant LLC
California
$277K
Group One Trading
1066
Group One Trading
Illinois
$276K
FFO
1067
Fortitude Family Office
Arizona
$276K
BFIM
1068
Beese Fulmer Investment Management
Ohio
$276K
SA
1069
Strategic Advocates
Utah
$275K
RPGK
1070
Retirement Planning Group (Kansas)
Kansas
$273K
FA
1071
Fountainhead AM
New Jersey
$273K
BSA
1072
Braun Stacey Associates
New York
$273K
HFS
1073
Hopwood Financial Services
Virginia
$272K
GSEP
1074
Golden State Equity Partners
California
$271K
GI
1075
GAMMA Investing
California
$270K