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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
IHWM
1201
Iron Horse Wealth Management
Iowa
$45.6K +$2.58K +66 +6%
HC
1202
Hurley Capital
New York
$45.3K
WAS
1203
Winch Advisory Services
Wisconsin
$43.1K +$313 +8 +0.7%
MPWT
1204
MassMutual Private Wealth & Trust
Connecticut
$43.1K +$30.7K +786 +257%
HCP
1205
Hexagon Capital Partners
Arkansas
$41.6K +$1.64K +42 +4%
ZBNA
1206
Zions Bancorporation, National Association
Utah
$41K +$40.6K +1,040 New
TFGT
1207
TS Financial Group (TSFG)
Illinois
$41K +$78 +2 +0.2%
NWM
1208
Nova Wealth Management
Florida
$39.6K -$15.6K -398 -28%
AT
1209
Avalon Trust
New Mexico
$39.4K
TC
1210
Truvestments Capital
Florida
$39.4K
CFO
1211
CVA Family Office
Colorado
$39.1K +$38.8K +992 New
BAM
1212
Byrne Asset Management
New Jersey
$39K +$5.94K +152 +18%
FF
1213
Friedenthal Financial
New Jersey
$37.8K -$3.28K -84 -8%
S
1214
SignatureFD
Georgia
$37.8K -$21.9K -560 -37%
MEG
1215
Millstone Evans Group
Colorado
$37.8K +$34.1K +874 +1,040%
YDMI
1216
Y.D. More Investments
Israel
$37.4K
WTFG
1217
Wood Tarver Financial Group
Idaho
$37.1K -$1.25K -32 -3%
NP
1218
NorthRock Partners
Minnesota
$35.4K +$3.2K +82 +10%
NEWAS
1219
N.E.W. Advisory Services
Wisconsin
$34.9K +$34.5K +884 New
HWA
1220
HHM Wealth Advisors
Tennessee
$34.3K
KWM
1221
Kiker Wealth Management
Georgia
$32K +$31.7K +812 New
DF
1222
Dunhill Financial
United Kingdom
$31.5K -$62.5K -1,600 -67%
PB
1223
Pinnacle Bancorp
Nebraska
$31.5K
NRG
1224
Nemes Rush Group
Michigan
$29.8K -$22.7K -582 -43%
NMG
1225
New Millennium Group
Utah
$29.8K -$35.4K -906 -55%

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.