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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
$353M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
Millennium Management
New York
$85M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$192M
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
$0
2
SCB
Saudi Central Bank
Saudi Arabia
$0
3
MMH
Menora Mivtachim Holdings
Israel
$218M
4
MB
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
101
Trek Financial
Arizona
$13.1M +$6.76M +85,760 +106%
KAS
102
Kestra Advisory Services
Texas
$13.1M -$3.06M -38,867 -19%
WAOI
103
Wealth Advisors of Iowa
Iowa
$13M +$707K +8,972 +6%
CF
104
Clarity Financial
Texas
$12.7M +$636K +8,066 +5%
GAB
105
German American Bancorp
Indiana
$12.4M +$92.3K +1,170 +0.8%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$12.4M -$4.47M -56,733 -27%
PCIA
107
Prime Capital Investment Advisors
Kansas
$12.2M +$956K +12,122 +9%
BWM
108
Biltmore Wealth Management
Arizona
$12.1M -$29.1K -369 -0.2%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$12M -$5.43M -69,393 -31%
FSC
110
Full Sail Capital
Oklahoma
$11.6M -$121K -1,532 -1%
PA
111
PFG Advisors
Arizona
$11.3M -$76.9K -975 -0.7%
SPC
112
Spirepoint Private Client
Florida
$10.9M +$1.74M +22,084 +19%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$10.9M -$54.8M -694,996 -83%
RCP
114
Rothschild Capital Partners
New York
$10.8M +$809K +10,261 +8%
Corient Private Wealth
115
Corient Private Wealth
Florida
$10.8M -$1.45M -18,441 -12%
AM
116
AGF Management
Ontario, Canada
$10.7M +$469K +5,946 +5%
OCBCO
117
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.7M – – –
MCM
118
MAI Capital Management
Ohio
$10.5M +$442K +5,601 +4%
BCI
119
Brinker Capital Investments
Pennsylvania
$10.5M -$578K -7,331 -5%
OPS
120
Orion Portfolio Solutions
Nebraska
$10.5M -$578K -7,331 -5%
SGI
121
Swan Global Investments
Colorado
$10.2M -$808K -10,245 -7%
HCS
122
Himension Capital (Singapore)
Singapore
$10.1M +$10.1M +127,559 New
SFA
123
Sequoia Financial Advisors
Ohio
$10.1M -$4.27M -54,161 -30%
KIA
124
KCM Investment Advisors
California
$10M +$692K +8,777 +7%
QC
125
Quadrature Capital
United Kingdom
$9.99M +$8.38M +106,361 +523%
3 4
5
6 7