XLU icon

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 %
FP
1301
Financial Perspectives
Minnesota
$5.6K – – –
CMA
1302
Cedar Mountain Advisors
Oregon
$5.44K -$2.92K -37 -35%
PP
1303
PFS Partners
New Jersey
$5.13K – – –
CMP
1304
Coston McIsaac & Partners
Maine
$5K -$4.43K -62 -47%
OCM
1305
Orion Capital Management
California
$4.96K – – –
VFM
1306
Vision Financial Markets
Connecticut
$4.83K +$78 +1 +2%
GWANC
1307
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.54K +$78 +1 +2%
ME
1308
McIlrath & Eck
Washington
$4.26K +$4.26K +54 New
IWM
1309
IMG Wealth Management
Florida
$3.9K – – –
DFA
1310
DHJJ Financial Advisors
Illinois
$3.86K – – –
TH
1311
TCTC Holdings
Texas
$3.63K – – –
BBHC
1312
Brown Brothers Harriman & Co
New York
$3.55K – – –
MAS
1313
MPWM Advisory Solutions
Georgia
$3.39K – – –
PWMG
1314
Private Wealth Management Group
New Jersey
$3.08K +$3.08K +39 New
CB
1315
CNB Bank
Pennsylvania
$3K +$3K +38 New
FFWM
1316
Future Financial Wealth Management
Ohio
$2.67K – – –
JFG
1317
JDM Financial Group
Texas
$2.6K – – –
MFC
1318
Mechanics Financial Corp
Ohio
$2.13K – – –
GK
1319
Graney & King
New York
$2.05K – – –
KIG
1320
Kessler Investment Group
Indiana
$1.73K -$587K -7,121 -100%
WGS
1321
Washington Growth Strategies
District of Columbia
$1.7K +$1.7K +79 New
T
1322
Tidemark
California
$1.66K – – –
LWMI
1323
Legacy Wealth Management (Idaho)
Idaho
$1.66K – – –
AT
1324
Arlington Trust
Alabama
$1.58K – – –
RCM
1325
Richardson Capital Management
Wisconsin
$1.58K +$1.58K +20 New
51 52
53
54 55