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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
Deutsche Bank
1151
Deutsche Bank
Germany
$103K
WIM
1152
Westside Investment Management
California
$100K -$27.3K -700 -22%
T
1153
Transce3nd
Texas
$99.3K -$114K -2,922 -53%
KFGG
1154
Keystone Financial Group (Georgia)
Georgia
$96.3K +$703 +18 +0.8%
CYG
1155
Clean Yield Group
Vermont
$94.6K
EWM
1156
Evermay Wealth Management
Virginia
$94.2K
AIM
1157
Anchor Investment Management
South Carolina
$94K
CFB
1158
Cullen/Frost Bankers
Texas
$93.3K +$78 +2 +0.1%
TPCW
1159
TD Private Client Wealth
New York
$89.6K -$3.67K -94 -4%
JWA
1160
JFS Wealth Advisors
Pennsylvania
$88.4K
CSPIA
1161
Cary Street Partners Investment Advisory
Virginia
$87.4K +$86.6K +2,216 New
BA
1162
Ballast Advisors
Minnesota
$86.7K
CTB
1163
Country Trust Bank
Illinois
$85.2K -$78.1K -1,998 -48%
EWM
1164
EPG Wealth Management
Georgia
$84.1K +$2.42K +62 +3%
CSB
1165
City State Bank
Iowa
$80.8K +$7.03K +180 +10%
CTA
1166
Colonial Trust Advisors
South Carolina
$80.7K -$3.83K -98 -5%
MWM
1167
MGB Wealth Management
Texas
$78.8K +$46.9K +1,200 +150%
BIM
1168
Brentview Investment Management
Illinois
$78.8K +$78.1K +2,000 New
ECM
1169
Estabrook Capital Management
New York
$78.5K +$27.7K +710 +55%
PWA
1170
Physician Wealth Advisors
Utah
$76.1K
RF
1171
Rossby Financial
Florida
$74.8K +$74.7K +1,912 New
SNB
1172
Security National Bank
Nebraska
$74.4K
AIA
1173
Armor Investment Advisors
North Carolina
$73.7K
LC
1174
Luminist Capital
Michigan
$73.7K -$472K -12,072 -87%
LWA
1175
Lowe Wealth Advisors
Maryland
$72.1K -$1.56K -40 -2%

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.