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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 %
BA
1151
Ballast Advisors
Minnesota
$86.7K – – –
CTB
1152
Country Trust Bank
Illinois
$85.2K -$78.8K -999 -48%
EWM
1153
EPG Wealth Management
Georgia
$84.1K +$2.44K +31 +3%
CSB
1154
City State Bank
Iowa
$80.8K +$7.1K +90 +10%
CTA
1155
Colonial Trust Advisors
South Carolina
$80.7K -$3.86K -49 -5%
MWM
1156
MGB Wealth Management
Texas
$78.9K +$47.3K +600 +150%
BIM
1157
Brentview Investment Management
Illinois
$78.9K +$78.9K +1,000 New
ECM
1158
Estabrook Capital Management
New York
$78.5K +$28K +355 +55%
PWA
1159
Physician Wealth Advisors
Utah
$76.1K – – –
RF
1160
Rossby Financial
Florida
$74.8K +$74.8K +956 New
SNB
1161
Security National Bank
Nebraska
$74.4K – – –
AIA
1162
Armor Investment Advisors
North Carolina
$73.7K – – –
LC
1163
Luminist Capital
Michigan
$73.7K -$477K -6,036 -87%
LWA
1164
Lowe Wealth Advisors
Maryland
$72.1K -$1.58K -20 -2%
AAP
1165
Arax Advisory Partners
Colorado
$70.3K -$123K -1,560 -64%
TIM
1166
Tortoise Investment Management
New York
$69.7K – – –
HIW
1167
Holos Integrated Wealth
Pennsylvania
$68K -$9.15K -116 -12%
ATC
1168
Adirondack Trust Company
New York
$63.9K – – –
HC
1169
Hoese & Co
Minnesota
$63.1K – – –
BCM
1170
Basso Capital Management
Connecticut
$63K -$79 -1 -0.1%
FCMT
1171
Founders Capital Management (Texas)
Texas
$61.9K – – –
GPFA
1172
Game Plan Financial Advisors
Ohio
$57.7K -$100K -1,268 -63%
BFO
1173
Biltmore Family Office
North Carolina
$57.6K – – –
IF
1174
Integrity Financial
Wyoming
$55.9K +$789 +10 +1%
GBT
1175
Grove Bank & Trust
Florida
$55.2K +$55.2K +700 New
45 46
47
48 49