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State Street Utilities Select Sector SPDR ETF

1,426 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 94

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.5B)

2% more funds holding

Funds holding: 1,3941,426 (+32)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

7.21% less ownership

Funds ownership: 130.04%122.82% (-7.2%)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,426
Holders Change
+32
Holders Change %
+2.3%
% of All Funds
18.72%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
147
Increased
560
Reduced
478
Closed
94
Calls
$1.26B
Puts
$3.14B
Net Calls
-$1.88B
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
101
Flagship Harbor Advisors
Massachusetts
$15.1M -$127K -3,012 -0.9%
MM
102
Main Management
California
$15.1M +$59.2K +1,400 +0.4%
Squarepoint
103
Squarepoint
New York
$14.4M +$3.65M +86,182 +35%
AssetMark Inc
104
AssetMark Inc
California
$14.4M -$578K -13,666 -4%
FFBTD
105
First Financial Bank - Trust Division
Ohio
$14.3M -$703K -16,626 -5%
M
106
MATAURO
New York
$14.2M +$4.06M +96,034 +42%
IA
107
Integrity Alliance
Iowa
$14.2M +$1.81M +42,804 +15%
MCM
108
MAI Capital Management
Ohio
$14M +$2.75M +64,960 +25%
WHG
109
Westwood Holdings Group
Texas
$14M -$264K -6,230 -2%
GAB
110
German American Bancorp
Indiana
$14M +$354K +8,368 +3%
FTS
111
Fifth Third Securities
Ohio
$13.9M -$208K -4,908 -2%
AGA
112
Arkos Global Advisors
Texas
$13.8M +$13.3M +315,340 New
BWM
113
Biltmore Wealth Management
Arizona
$13.7M +$296K +6,994 +2%
SPC
114
Spirepoint Private Client
Florida
$13.7M +$1.38M +32,506 +12%
CF
115
Clarity Financial
Texas
$13.7M -$1.22M -28,858 -8%
SPIA
116
Steward Partners Investment Advisory
New York
$13.6M +$801K +18,932 +6%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$13.5M +$2.84M +67,172 +28%
PA
118
PFG Advisors
Arizona
$13.4M +$553K +13,062 +4%
NA
119
NewEdge Advisors
Louisiana
$13.4M +$1.93M +45,692 +17%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$13.2M -$1.1M -26,012 -8%
AM
121
AGF Management
Ontario, Canada
$12.8M -$13.3M -314,212 -52%
Cerity Partners
122
Cerity Partners
New York
$12.8M +$664K +15,696 +6%
FSC
123
Full Sail Capital
Oklahoma
$12.7M -$572K -13,518 -4%
TC
124
Trilogy Capital
California
$12.7M +$2.46M +58,176 +25%
BCI
125
Brinker Capital Investments
Pennsylvania
$12.4M +$665K +15,716 +6%

XLU Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2025, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 94 closed out — a net gain of 53 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Proficio Capital Partners, cutting an estimated $738M.

  • 1,426 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2025, up from 1,394 in Q2 2025.
  • Funds reported $13.1B of State Street Utilities Select Sector SPDR ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2025 and 94 closed out, a net change of +53 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $182M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $738M sold.

Based on aggregated 13F filings for Q3 2025.