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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
DAM
1301
Delta Asset Management
Tennessee
$8.2K +$4.61K +118 +131%
CMBA
1302
C.M. Bidwell & Associates
Hawaii
$7.96K
MSWM
1303
Mowery & Schoenfeld Wealth Management
Illinois
$7.96K +$7.89K +202 New
MG
1304
Mather Group
Illinois
$7.73K +$3.28K +84 +75%
DSC
1305
Duncker Streett & Co
Missouri
$7.25K
ACM
1306
Anfield Capital Management
California
$7.02K -$123K -3,142 -95%
VNA
1307
Valley National Advisers
Pennsylvania
$7K +$6.96K +178 New
NWMP
1308
Noble Wealth Management PBC
Colorado
$6.7K
EAM
1309
Eukles Asset Management
Ohio
$6.15K
SWC
1310
Spectrum Wealth Counsel
Indiana
$5.99K -$2.36M -60,524 -100%
UBP
1311
Union Bancaire Privee
Switzerland
$5.8K -$712K -18,226 -99%
FP
1312
Financial Perspectives
Minnesota
$5.6K
CMA
1313
Cedar Mountain Advisors
Oregon
$5.44K -$2.89K -74 -35%
PP
1314
PFS Partners
New Jersey
$5.13K
CMP
1315
Coston McIsaac & Partners
Maine
$5K -$4.84K -124 -47%
OCM
1316
Orion Capital Management
California
$4.96K
VFM
1317
Vision Financial Markets
Connecticut
$4.83K +$78 +2 +2%
GWANC
1318
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.54K +$78 +2 +2%
ME
1319
McIlrath & Eck
Washington
$4.26K +$4.22K +108 New
IWM
1320
IMG Wealth Management
Florida
$3.9K
DFA
1321
DHJJ Financial Advisors
Illinois
$3.86K
TH
1322
TCTC Holdings
Texas
$3.63K
BBHC
1323
Brown Brothers Harriman & Co
New York
$3.55K
MAS
1324
MPWM Advisory Solutions
Georgia
$3.39K
APW
1325
Aventura Private Wealth
Florida
$3.31K

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.