We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

1,525 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 624 increasing their positions, 458 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 103

36% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 458

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

7% more funds holding

Funds holding: 1,4261,525 (+99)

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$401M)

60.52% less ownership

Funds ownership: 122.82%62.3% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,525
Holders Change
+99
Holders Change %
+6.94%
% of All Funds
18.56%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.47%
New
231
Increased
624
Reduced
458
Closed
103
Calls
$1.24B
Puts
$3.56B
Net Calls
-$2.32B
Net Calls Change
-$440M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1176
Caldwell Trust
Florida
$241K -$108K -2,450 -30%
WI
1177
Westbourne Investments
Virginia
$241K +$250K +5,647 New
FPGK
1178
Financial Partners Group (Kansas)
Kansas
$239K +$20.9K +471 +9%
IA
1179
Insight Advisors
Pennsylvania
$237K +$133 +3 +0.1%
RG
1180
Rathbones Group
United Kingdom
$237K
TR
1181
Tepp RIA
New Jersey
$237K -$48.4K -1,094 -16%
PWP
1182
Principle Wealth Partners
Connecticut
$236K +$245K +5,531 New
PPWM
1183
Perissos Private Wealth Management
Oklahoma
$236K -$16.8K -380 -6%
BCWM
1184
Bartlett & Co Wealth Management
Ohio
$236K
KFC
1185
Klingenstein Fields & Co
New York
$235K
AWM
1186
Aries Wealth Management
Maine
$235K -$59.8K -1,350 -20%
PNAA
1187
Pictet North America Advisors
Switzerland
$234K
BWM
1188
BCS Wealth Management
Tennessee
$234K +$243K +5,492 New
SS
1189
Sunbelt Securities
Texas
$233K +$44 +1 +0%
KFS
1190
Kaizen Financial Strategies
California
$233K -$26.6K -600 -10%
EA
1191
Eclectic Associates
California
$232K +$240K +5,426 New
SG
1192
Sankala Group
Colorado
$229K +$213K +4,800 New
AWM
1193
Atticus Wealth Management
Florida
$229K -$4.96K -112 -2%
IBOK
1194
Independence Bank of Kentucky
Kentucky
$228K -$1.51K -34 -0.6%
RI
1195
Ruggiero Investments
Florida
$227K +$236K +5,329 New
NFC
1196
Northstar Financial Companies
Pennsylvania
$227K -$58.1K -1,312 -20%
MG
1197
Marex Group
$226K -$216K -4,885 -48%
WPP
1198
Whalerock Point Partners
Rhode Island
$226K
1IA
1199
1834 Investment Advisors
Wisconsin
$226K -$18.5K -418 -7%
CWP
1200
Cyndeo Wealth Partners
Florida
$225K +$26.1K +590 +13%