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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
RAM
1226
Riggs Asset Management
Pennsylvania
$29K -$6.19M -158,484 -100%
APW
1227
Acima Private Wealth
Virginia
$28.7K
PAG
1228
Paladin Advisory Group
Iowa
$28.5K
SAM
1229
Sherman Asset Management
California
$27.8K
Asset Management One
1230
Asset Management One
Japan
$27.5K -$11.2M -285,702 -100%
MSG
1231
Main Street Group
Virginia
$27.5K
SFCL
1232
Strengthening Families & Communities LLC
Massachusetts
$27.3K +$234 +6 +0.9%
BCV
1233
Banque Cantonale Vaudoise
Switzerland
$27K +$26.6K +682 New
BC
1234
Belmont Capital
California
$26.7K
AFG
1235
Albion Financial Group
Utah
$26.7K
ORAM
1236
One River Asset Management
Connecticut
$26.1K -$39.1K -1,000 -60%
DCM
1237
Davis Capital Management
Florida
$26.1K
OWP
1238
ORG Wealth Partners
Texas
$26.1K
AEPWM
1239
Atlantic Edge Private Wealth Management
Florida
$25.2K
OHWP
1240
Oak Harbor Wealth Partners
North Carolina
$25.2K
PA
1241
Pineridge Advisors
Missouri
$25.2K +$156 +4 +0.6%
CWM
1242
Compass Wealth Management
Connecticut
$24.4K
PMFA
1243
Plante Moran Financial Advisors
Michigan
$24.4K +$24.2K +620 New
IRC
1244
Investors Research Corp
Georgia
$24K
ST
1245
Smithfield Trust
Pennsylvania
$24K
BA
1246
Bristlecone Advisors
Washington
$23.7K
PSB
1247
Piscataqua Savings Bank
New Hampshire
$23.7K
CFS
1248
Compass Financial Services
Iowa
$23.3K +$23.1K +592 New
SAM
1249
Smartleaf Asset Management
Massachusetts
$22.8K +$6.25K +160 +38%
CFO
1250
Capitol Family Office
Oregon
$22.8K +$22.6K +578 New

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.