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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$71M
3
Millennium Management
Millennium Management
New York
+$66.6M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59M
5
Holocene Advisors
Holocene Advisors
New York
+$52.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$258M
2
SCB
Saudi Central Bank
Saudi Arabia
-$121M
3
MMH
Menora Mivtachim Holdings
Israel
-$91M
4
MB
Mizuho Bank
Japan
-$68.8M
5
Morgan Stanley
Morgan Stanley
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
1276
Missouri Trust & Investment Company
Missouri
$11.8K -$1.97K -25 -14%
WWM
1277
Wolff Wiese Magana
California
$11.8K – – –
1IA
1278
1620 Investment Advisors
Massachusetts
$11K – – –
SFC
1279
SYM Financial Corp
Indiana
$10.9K +$9.78K +124 +886%
CWC
1280
Carolinas Wealth Consulting
North Carolina
$10.6K -$16.1K -205 -60%
BDPWM
1281
Barnes Dennig Private Wealth Management
Ohio
$10.5K +$10.5K +133 New
HI
1282
Hoey Investments
Pennsylvania
$9.86K -$3.94K -50 -29%
CT
1283
Colonial Trust
South Carolina
$9.86K – – –
BA
1284
Bellwether Advisors
Nebraska
$9.86K +$9.86K +125 New
SWA
1285
SOA Wealth Advisors
New York
$9.68K +$79 +1 +0.8%
SIC
1286
SJS Investment Consulting
Ohio
$9.07K – – –
C
1287
Covestor
United Kingdom
$9K -$34.8K -418 -79%
AW
1288
Avion Wealth
Texas
$9K – – –
VCM
1289
Versant Capital Management
Arizona
$8.75K – – –
DAM
1290
Delta Asset Management
Tennessee
$8.2K +$4.65K +59 +131%
CMBA
1291
C.M. Bidwell & Associates
Hawaii
$7.96K – – –
MSWM
1292
Mowery & Schoenfeld Wealth Management
Illinois
$7.96K +$7.96K +101 New
MG
1293
Mather Group
Illinois
$7.73K +$3.31K +42 +75%
DSC
1294
Duncker Streett & Co
Missouri
$7.25K – – –
ACM
1295
Anfield Capital Management
California
$7.02K -$124K -1,571 -95%
VNA
1296
Valley National Advisers
Pennsylvania
$7K +$7K +89 New
NWMP
1297
Noble Wealth Management PBC
Colorado
$6.7K – – –
EAM
1298
Eukles Asset Management
Ohio
$6.15K – – –
SWC
1299
Spectrum Wealth Counsel
Indiana
$5.99K -$2.39M -30,262 -100%
UBP
1300
Union Bancaire Privee
Switzerland
$5.8K -$622K -9,113 -99%
50 51
52
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