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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
AAP
1176
Arax Advisory Partners
Colorado
$70.3K -$122K -3,120 -64%
TIM
1177
Tortoise Investment Management
New York
$69.7K
HIW
1178
Holos Integrated Wealth
Pennsylvania
$68K -$9.06K -232 -12%
ATC
1179
Adirondack Trust Company
New York
$63.9K
HC
1180
Hoese & Co
Minnesota
$63.1K
BCM
1181
Basso Capital Management
Connecticut
$63K -$78 -2 -0.1%
FCMT
1182
Founders Capital Management (Texas)
Texas
$61.9K
GPFA
1183
Game Plan Financial Advisors
Ohio
$57.7K -$99.1K -2,536 -63%
BFO
1184
Biltmore Family Office
North Carolina
$57.6K
IF
1185
Integrity Financial
Wyoming
$55.9K +$781 +20 +1%
GBT
1186
Grove Bank & Trust
Florida
$55.2K +$54.7K +1,400 New
SIM
1187
Synergy Investment Management
Florida
$52.9K +$78 +2 +0.1%
TCM
1188
TruNorth Capital Management
Michigan
$51K +$19.3K +494 +62%
TCOV
1189
Trust Company of Vermont
Vermont
$49.7K -$9.38K -240 -16%
Q1WB
1190
Quest 10 Wealth Builders
Virginia
$49.3K
FRA
1191
Front Row Advisors
California
$49.2K +$24.6K +630 +102%
PPA
1192
Painted Porch Advisors
California
$49.1K
BFP
1193
Briaud Financial Planning
Texas
$49K
RCA
1194
Runnymede Capital Advisors
Ohio
$48.5K -$5.78K -148 -11%
CA
1195
Crewe Advisors
Utah
$47.9K -$138K -3,522 -74%
AA
1196
Addison Advisors
Vermont
$47.5K -$9.06K -232 -16%
AWM
1197
Angeles Wealth Management
California
$47.3K -$74.2K -1,900 -61%
CT
1198
Coastline Trust
Rhode Island
$47.3K -$1.95K -50 -4%
BLC
1199
Brown, Lisle/Cummings
Rhode Island
$47.3K
MTIM
1200
Marathon Trading Investment Management
Pennsylvania
$46.3K +$45.4K +1,162 +9,683%

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.