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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
BAM
1251
Bellevue Asset Management
Washington
$22.1K
SC
1252
Sawyer & Company
Massachusetts
$22K
CICI
1253
Capital Investment Counsel Inc
North Carolina
$21.8K
ACA
1254
American Capital Advisory
Idaho
$21.3K
BIG
1255
Brooklyn Investment Group
New York
$19.7K
NC
1256
North Capital
Utah
$19.7K +$19.5K +500 New
JFA
1257
JNBA Financial Advisors
Minnesota
$19.3K -$10.8K -276 -36%
GFPC
1258
Global Financial Private Client
Florida
$18.1K
VWM
1259
Valley Wealth Managers
New Jersey
$17.8K -$47.6K -1,218 -73%
SC
1260
Stephens Consulting
Michigan
$17.7K
FGAM
1261
Financial Gravity Asset Management
Texas
$17.7K +$17.6K +450 New
PWA
1262
Provenance Wealth Advisors
Florida
$17.5K
RS
1263
Rakuten Securities
Japan
$17.1K -$18.8K -480 -53%
DWM
1264
Darwin Wealth Management
Florida
$16.8K
SIS
1265
Strategic Investment Solutions
Illinois
$16.2K
MIM
1266
MTM Investment Management
South Carolina
$15.8K -$8.99K -230 -37%
UCB
1267
United Community Bank
South Carolina
$15.8K -$6.72K -172 -30%
BONH
1268
Bank of New Hampshire
New Hampshire
$15.8K
SN
1269
Sittner & Nelson
Oregon
$15.8K
TWM
1270
Topsail Wealth Management
North Carolina
$15.8K +$15.6K +400 New
WCAMG
1271
Woodard & Company Asset Management Group
North Carolina
$15K +$14.9K +382 New
RMC
1272
Resources Management Corp
Connecticut
$15K +$2.34K +60 +19%
RFA
1273
Reyes Financial Architecture
California
$14.8K +$14.7K +376 New
CAM
1274
Costello Asset Management
Pennsylvania
$14.7K +$14.6K +374 New
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$14.6K +$14.5K +370 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.