We are live on ! Find out more
XLU icon

State Street Utilities Select Sector SPDR ETF

1,525 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 231 funds opening new positions, 624 increasing their positions, 458 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 103

36% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 458

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

7% more funds holding

Funds holding: 1,4261,525 (+99)

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$401M)

60.52% less ownership

Funds ownership: 122.82%62.3% (-61%)

65% less call options, than puts

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

Holders
1,525
Holders Change
+99
Holders Change %
+6.94%
% of All Funds
18.56%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.47%
New
231
Increased
624
Reduced
458
Closed
103
Calls
$1.24B
Puts
$3.56B
Net Calls
-$2.32B
Net Calls Change
-$440M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1276
Financial Gravity Asset Management
Texas
$132K +$108K +2,440 +380%
SAG
1277
SageView Advisory Group
California
$131K +$136K +3,064 New
TPBG
1278
Turning Point Benefit Group
Maryland
$127K -$13.6K -306 -9%
CCMW
1279
Cypress Capital Management (Wyoming)
Wyoming
$125K -$9.12K -206 -7%
MWA
1280
Medallion Wealth Advisors
Connecticut
$124K -$2.79K -63 -2%
MFT
1281
Moisand Fitzgerald Tamayo
Florida
$124K
GSWM
1282
Golden State Wealth Management
California
$123K +$2.44K +55 +2%
WSFS
1283
Wilmington Savings Fund Society
Delaware
$123K
PWPS
1284
Pinnacle Wealth Planning Services
Ohio
$123K +$127K +2,870 New
DF
1285
Dunhill Financial
United Kingdom
$122K
OFG
1286
Oxford Financial Group
Indiana
$119K +$124K +2,790 New
AIM
1287
Anchor Investment Management
South Carolina
$115K -$21.2K -479 -15%
OP
1288
ORG Partners
Indiana
$115K +$28.6K +646 +32%
ANBT
1289
American National Bank & Trust
Texas
$113K
AWM
1290
Abound Wealth Management
Tennessee
$112K +$886 +20 +0.8%
CT
1291
Coastline Trust
Rhode Island
$111K +$48.3K +1,090 +72%
HPC
1292
HM Payson & Co
Maine
$111K -$76.7K -1,732 -40%
CCM
1293
Chilton Capital Management
Texas
$108K -$43.7K -986 -28%
OSNBOA
1294
Old Second National Bank of Aurora
Illinois
$107K -$89 -2 -0.1%
BBPWM
1295
Blue Bell Private Wealth Management
Pennsylvania
$105K -$50.9K -1,150 -32%
ECM
1296
Estabrook Capital Management
New York
$103K +$753 +17 +0.7%
CYG
1297
Clean Yield Group
Vermont
$102K
RTC
1298
Riverview Trust Company
Washington
$102K
TRCT
1299
Tower Research Capital (TRC)
New York
$102K -$4.95M -111,820 -98%
SAM
1300
Smartleaf Asset Management
Massachusetts
$99.4K +$47.3K +1,069 +86%