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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
FWA
1101
Flagship Wealth Advisors
Massachusetts
$192K +$23.4K +600 +14%
LI
1102
LRI Investments
Florida
$191K
GWM
1103
Graybill Wealth Management
Illinois
$189K +$188K +4,802 New
IBOK
1104
Independence Bank of Kentucky
Kentucky
$189K -$14.8K -378 -7%
WA
1105
WestEnd Advisors
North Carolina
$186K -$820K -20,992 -82%
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K +$184K +4,720 New
SPF
1107
South Plains Financial
Texas
$185K -$6.56K -168 -3%
NFSG
1108
Newbridge Financial Services Group
Florida
$180K -$42.9K -1,098 -19%
MMCM
1109
Murphy & Mullick Capital Management
New York
$180K +$17.3K +442 +11%
TAM
1110
Tucker Asset Management
Colorado
$177K +$176K +4,492 New
SS
1111
Sunbelt Securities
Texas
$174K -$39.9K -1,022 -19%
ANBT
1112
American National Bank & Trust
Texas
$172K -$11.6K -298 -6%
CNBTD
1113
Citizens National Bank Trust Department
Mississippi
$171K +$5K +128 +3%
LFA
1114
LGT Financial Advisors
Texas
$166K +$1.17K +30 +0.7%
UB
1115
UMB Bank
Missouri
$164K
RFA
1116
Register Financial Advisors
Georgia
$162K -$5.7K -146 -3%
MA
1117
MCF Advisors
Kentucky
$161K
TCM
1118
TD Capital Management
Tennessee
$159K +$234 +6 +0.1%
BTI
1119
Blue Trust Inc
Georgia
$152K -$1.49K -38 -1%
POIA
1120
Pin Oak Investment Advisors
Texas
$151K
CWM
1121
Copia Wealth Management
Oregon
$145K +$130K +3,330 +974%
CCMW
1122
Cypress Capital Management (Wyoming)
Wyoming
$144K -$9.22K -236 -6%
BF
1123
BOK Financial
Oklahoma
$144K
HB
1124
Horizon Bancorp
Indiana
$142K -$5K -128 -3%
HNW
1125
High Note Wealth
Minnesota
$140K -$11.7K -300 -8%

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.