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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
MWA
1126
Medallion Wealth Advisors
Connecticut
$140K +$10.7K +274 +8%
AG
1127
AmeriFlex Group
Nevada
$140K -$19.5K -500 -12%
BG
1128
Bollard Group
Massachusetts
$136K +$703 +18 +0.5%
Toronto Dominion Bank
1129
Toronto Dominion Bank
Ontario, Canada
$136K +$22.3K +572 +20%
OIA
1130
Optimum Investment Advisors
Illinois
$129K
IAS
1131
IMA Advisory Services
Colorado
$128K +$127K +3,254 New
SCM
1132
Sterling Capital Management
North Carolina
$127K -$391 -10 -0.3%
TAM
1133
Townsend Asset Management
North Carolina
$126K +$391 +10 +0.3%
EB
1134
Eastern Bank
Massachusetts
$124K +$60.1K +1,538 +96%
WT
1135
Whittier Trust
California
$123K
PCFFS
1136
Pacific Center for Financial Services
California
$122K -$45.6K -1,168 -27%
BPAMU
1137
BTG Pactual Asset Management US
New York
$121K +$120K +3,060 New
AIM
1138
Acropolis Investment Management
Missouri
$117K
MFT
1139
Moisand Fitzgerald Tamayo
Florida
$115K +$23.8K +610 +26%
Allspring Global Investments
1140
Allspring Global Investments
North Carolina
$113K +$13.5K +346 +14%
OL
1141
one8zero8 LLC
North Carolina
$111K
SC
1142
SouthState Corp
Florida
$109K +$30.1K +770 +39%
WT
1143
Washington Trust
Rhode Island
$109K -$13.7K -350 -11%
GSWM
1144
Golden State Wealth Management
California
$108K -$313 -8 -0.3%
CCM
1145
Chilton Capital Management
Texas
$108K -$5.31K -136 -5%
GI
1146
GAMMA Investing
California
$107K
AWM
1147
Activest Wealth Management
Florida
$107K -$185K -4,738 -64%
HPC
1148
HM Payson & Co
Maine
$106K -$68.5K -1,752 -39%
Russell Investments Group
1149
Russell Investments Group
United Kingdom
$105K +$16.7K +428 +19%
AWM
1150
Abound Wealth Management
Tennessee
$103K +$26.8K +686 +36%

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.