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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
TD Asset Management
1076
TD Asset Management
Ontario, Canada
$214K -$7.58K -194 -3%
APF
1077
Alaska Permanent Fund
Alaska
$212K
SJIM
1078
St. Johns Investment Management
Florida
$211K -$17.3K -444 -8%
PCM
1079
Prelude Capital Management
New York
$211K +$209K +5,350 New
WPC
1080
Wedmont Private Capital
Pennsylvania
$211K +$216K +5,520 New
PSF
1081
Pacific Sun Financial
California
$211K
CWM
1082
Circle Wealth Management
New Jersey
$210K +$208K +5,316 New
RWM
1083
Ritholtz Wealth Management
New York
$209K -$13.8K -352 -6%
HWP
1084
Heritage Wealth Partners
Ohio
$209K -$51.1K -1,308 -20%
WPP
1085
Whalerock Point Partners
Rhode Island
$209K
AWM
1086
Atticus Wealth Management
Florida
$208K -$41.3K -1,056 -17%
LA
1087
Lifeworks Advisors
Michigan
$208K -$625 -16 -0.3%
FLPIM
1088
F.L. Putnam Investment Management
Massachusetts
$208K +$206K +5,266 New
FIBT
1089
First International Bank & Trust
North Dakota
$207K +$205K +5,258 New
RWP
1090
Ridgecrest Wealth Partners
California
$207K +$205K +5,238 New
EWA
1091
EverSource Wealth Advisors
Alabama
$206K +$123K +3,160 +153%
BCWM
1092
Bartlett & Co Wealth Management
Ohio
$204K
CL
1093
CVFG LLC
Indiana
$204K +$202K +5,162 New
PWA
1094
Prairie Wealth Advisors
Nebraska
$203K +$201K +5,144 New
APA
1095
Astoria Portfolio Advisors
New York
$202K +$202K +5,158 New
KFI
1096
Key Financial Inc
Pennsylvania
$200K +$45.8K +1,172 +30%
FWM
1097
FLP Wealth Management
Arkansas
$200K +$1.49K +38 +0.8%
OA
1098
Operose Advisors
Wisconsin
$197K
LC
1099
Lindbrook Capital
California
$197K +$195K +5,000 New
SL
1100
Salomon & Ludwin
Virginia
$192K

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.