We are live on ! Find out more
XLU icon

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
TF
101
Trek Financial
Arizona
$13.1M +$6.7M +171,520 +106%
KAS
102
Kestra Advisory Services
Texas
$13.1M -$3.04M -77,734 -19%
WAOI
103
Wealth Advisors of Iowa
Iowa
$13M +$701K +17,944 +6%
CF
104
Clarity Financial
Texas
$12.7M +$630K +16,132 +5%
GAB
105
German American Bancorp
Indiana
$12.4M +$91.4K +2,340 +0.8%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$12.4M -$4.43M -113,466 -27%
PCIA
107
Prime Capital Investment Advisors
Kansas
$12.2M +$947K +24,244 +9%
BWM
108
Biltmore Wealth Management
Arizona
$12.1M -$28.8K -738 -0.2%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$12M -$5.42M -138,786 -31%
FSC
110
Full Sail Capital
Oklahoma
$11.6M -$120K -3,064 -1%
PA
111
PFG Advisors
Arizona
$11.3M -$76.2K -1,950 -0.7%
SPC
112
Spirepoint Private Client
Florida
$10.9M +$1.73M +44,168 +19%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$10.9M -$54.3M -1,389,992 -83%
RCP
114
Rothschild Capital Partners
New York
$10.8M +$802K +20,522 +8%
Corient Private Wealth
115
Corient Private Wealth
Florida
$10.8M -$1.44M -36,882 -12%
AM
116
AGF Management
Ontario, Canada
$10.7M +$465K +11,892 +5%
OCBCO
117
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.7M
MCM
118
MAI Capital Management
Ohio
$10.5M +$438K +11,202 +4%
BCI
119
Brinker Capital Investments
Pennsylvania
$10.5M -$573K -14,662 -5%
OPS
120
Orion Portfolio Solutions
Nebraska
$10.5M -$573K -14,662 -5%
SGI
121
Swan Global Investments
Colorado
$10.2M -$801K -20,490 -7%
HCS
122
Himension Capital (Singapore)
Singapore
$10.1M +$9.97M +255,118 New
SFA
123
Sequoia Financial Advisors
Ohio
$10.1M -$4.23M -108,322 -30%
KIA
124
KCM Investment Advisors
California
$10M +$686K +17,554 +7%
QC
125
Quadrature Capital
United Kingdom
$9.99M +$8.31M +212,722 +523%

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.