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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
CIA
1276
Cape Investment Advisory
Georgia
$14.5K +$78 +2 +0.5%
MSFP
1277
Mark Sheptoff Financial Planning
Connecticut
$14.2K
RDFA
1278
Ritter Daniher Financial Advisory
Ohio
$14.2K
FMII
1279
Farmers & Merchants Investments Inc
Nebraska
$13.6K -$9.69K -248 -42%
AIP
1280
Ameritas Investment Partners
Nebraska
$13.6K
BC
1281
Barrett & Company
Rhode Island
$13.3K
WTA
1282
Washington Trust Advisors
Massachusetts
$13.2K -$20.2K -516 -61%
MHR
1283
Matthew Hamilton Rosenberg
$12.9K +$12.7K +326 New
SMA
1284
Sage Mountain Advisors
Georgia
$12.5K +$12.4K +318 New
AIC
1285
Archer Investment Corporation
Indiana
$12.5K +$156 +4 +1%
HDIM
1286
Hanson & Doremus Investment Management
Vermont
$12K
MTIC
1287
Missouri Trust & Investment Company
Missouri
$11.8K -$1.95K -50 -14%
WWM
1288
Wolff Wiese Magana
California
$11.8K
1IA
1289
1620 Investment Advisors
Massachusetts
$11K
SFC
1290
SYM Financial Corp
Indiana
$10.9K +$9.69K +248 +886%
CWC
1291
Carolinas Wealth Consulting
North Carolina
$10.6K -$16K -410 -60%
BDPWM
1292
Barnes Dennig Private Wealth Management
Ohio
$10.5K +$10.4K +266 New
HI
1293
Hoey Investments
Pennsylvania
$9.86K -$3.91K -100 -29%
CT
1294
Colonial Trust
South Carolina
$9.86K
BA
1295
Bellwether Advisors
Nebraska
$9.86K +$9.77K +250 New
SWA
1296
SOA Wealth Advisors
New York
$9.68K +$78 +2 +0.8%
SIC
1297
SJS Investment Consulting
Ohio
$9.07K
C
1298
Covestor
United Kingdom
$9K -$32.7K -836 -79%
AW
1299
Avion Wealth
Texas
$9K
VCM
1300
Versant Capital Management
Arizona
$8.75K

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.