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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 %
WPP
1076
Whalerock Point Partners
Rhode Island
$209K – – –
AWM
1077
Atticus Wealth Management
Florida
$208K -$41.6K -528 -17%
LA
1078
Lifeworks Advisors
Michigan
$208K -$631 -8 -0.3%
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$208K +$208K +2,633 New
FIBT
1080
First International Bank & Trust
North Dakota
$207K +$207K +2,629 New
RWP
1081
Ridgecrest Wealth Partners
California
$207K +$207K +2,619 New
EWA
1082
EverSource Wealth Advisors
Alabama
$206K +$125K +1,580 +153%
BCWM
1083
Bartlett & Co Wealth Management
Ohio
$204K – – –
CL
1084
CVFG LLC
Indiana
$204K +$204K +2,581 New
PWA
1085
Prairie Wealth Advisors
Nebraska
$203K +$203K +2,572 New
APA
1086
Astoria Portfolio Advisors
New York
$202K +$202K +2,579 New
KFI
1087
Key Financial Inc
Pennsylvania
$200K +$46.2K +586 +30%
FWM
1088
FLP Wealth Management
Arkansas
$200K +$1.5K +19 +0.8%
OA
1089
Operose Advisors
Wisconsin
$197K – – –
LC
1090
Lindbrook Capital
California
$197K +$197K +2,500 New
SL
1091
Salomon & Ludwin
Virginia
$192K – – –
FWA
1092
Flagship Wealth Advisors
Massachusetts
$192K +$23.7K +300 +14%
LI
1093
LRI Investments
Florida
$191K – – –
GWM
1094
Graybill Wealth Management
Illinois
$189K +$189K +2,401 New
IBOK
1095
Independence Bank of Kentucky
Kentucky
$189K -$14.9K -189 -7%
WA
1096
WestEnd Advisors
North Carolina
$186K -$828K -10,496 -82%
JFGIW
1097
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K +$186K +2,360 New
SPF
1098
South Plains Financial
Texas
$185K -$6.62K -84 -3%
NFSG
1099
Newbridge Financial Services Group
Florida
$180K -$43.3K -549 -19%
MMCM
1100
Murphy & Mullick Capital Management
New York
$180K +$17.4K +221 +11%
42 43
44
45 46