XLU icon

State Street Utilities Select Sector SPDR ETF

1,490 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 208 funds opening new positions, 616 increasing their positions, 456 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$360M)

60.69% less ownership

Funds ownership: 122.78%62.09% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,490
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1251
Newbridge Financial Services Group
Florida
$133K
FGAM
1252
Financial Gravity Asset Management
Texas
$132K
SAG
1253
SageView Advisory Group
California
$131K
TPBG
1254
Turning Point Benefit Group
Maryland
$127K
CCMW
1255
Cypress Capital Management (Wyoming)
Wyoming
$125K
MFT
1256
Moisand Fitzgerald Tamayo
Florida
$124K
GSWM
1257
Golden State Wealth Management
California
$123K
WSFS
1258
Wilmington Savings Fund Society
Delaware
$123K
PWPS
1259
Pinnacle Wealth Planning Services
Ohio
$123K
DF
1260
Dunhill Financial
United Kingdom
$122K
OFG
1261
Oxford Financial Group
Indiana
$119K
AIM
1262
Anchor Investment Management
South Carolina
$115K
OP
1263
ORG Partners
Indiana
$115K
ANBT
1264
American National Bank & Trust
Texas
$113K
AWM
1265
Abound Wealth Management
Tennessee
$112K
CT
1266
Coastline Trust
Rhode Island
$111K
HPC
1267
HM Payson & Co
Maine
$111K
CCM
1268
Chilton Capital Management
Texas
$108K
OSNBOA
1269
Old Second National Bank of Aurora
Illinois
$107K
BBPWM
1270
Blue Bell Private Wealth Management
Pennsylvania
$105K
ECM
1271
Estabrook Capital Management
New York
$103K
CYG
1272
Clean Yield Group
Vermont
$102K
RTC
1273
Riverview Trust Company
Washington
$102K
TRCT
1274
Tower Research Capital (TRC)
New York
$102K
SAM
1275
Smartleaf Asset Management
Massachusetts
$99.4K