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
BFA
1201
Ballast Financial Advisors
Pennsylvania
$225K +$234K +5,278 New
SGK
1202
Steigerwald Gordon & Koch
Virginia
$224K -$20.8K -469 -8%
LC
1203
LCNB Corp
Ohio
$224K
DIP
1204
DT Investment Partners
Pennsylvania
$224K
RWP
1205
Ridgecrest Wealth Partners
California
$223K -$354 -8 -0.2%
RBFC
1206
Roman Butler Fullerton & Co
Missouri
$222K +$230K +5,196 New
PWA
1207
Prairie Wealth Advisors
Nebraska
$222K -$228K -5,144 Closed
HFA
1208
High Falls Advisors
New York
$221K -$121K -2,726 -35%
CAM
1209
Chesapeake Asset Management
New York
$221K
BW
1210
Balance Wealth
Ohio
$220K +$228K +5,158 New
AWM
1211
Aprio Wealth Management
Georgia
$220K +$228K +5,156 New
IWA
1212
Independent Wealth Advisors
North Carolina
$219K +$227K +5,122 New
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$218K +$226K +5,105 New
WCM
1214
Whitener Capital Management
North Carolina
$217K -$2.21K -50 -1%
KFI
1215
Key Financial Inc
Pennsylvania
$217K +$26.6K +600 +13%
FWA
1216
Flagship Wealth Advisors
Massachusetts
$216K
PSF
1217
Pacific Sun Financial
California
$215K
NEPWA
1218
New England Private Wealth Advisors
Massachusetts
$215K +$223K +5,041 New
BIAS
1219
Beacon Investment Advisory Services
New Jersey
$215K +$223K +5,030 New
SVWG
1220
Shared Vision Wealth Group
United States
$214K
OA
1221
Operose Advisors
Wisconsin
$214K +$664 +15 +0.3%
GC
1222
Gruss & Co
Florida
$213K +$221K +5,000 New
BOPW
1223
Brandywine Oak Private Wealth
Pennsylvania
$213K +$221K +4,984 New
TM
1224
TigerOak Management
New Mexico
$212K +$220K +4,969 New
FBB
1225
Fulton Breakefield Broenniman
Maryland
$212K +$12.5K +282 +6%