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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
PWMG
1326
Private Wealth Management Group
New Jersey
$3.08K +$3.05K +78 New
CB
1327
CNB Bank
Pennsylvania
$3K +$2.97K +76 New
FFWM
1328
Future Financial Wealth Management
Ohio
$2.67K
JFG
1329
JDM Financial Group
Texas
$2.6K
MFC
1330
Mechanics Financial Corp
Ohio
$2.13K
GK
1331
Graney & King
New York
$2.05K
KIG
1332
Kessler Investment Group
Indiana
$1.73K -$556K -14,242 -100%
WGS
1333
Washington Growth Strategies
District of Columbia
$1.7K +$6.17K +158 New
T
1334
Tidemark
California
$1.66K
LWMI
1335
Legacy Wealth Management (Idaho)
Idaho
$1.66K
AT
1336
Arlington Trust
Alabama
$1.58K
RCM
1337
Richardson Capital Management
Wisconsin
$1.58K +$1.56K +40 New
BWL
1338
Bogart Wealth LLC
Virginia
$1.55K +$1.56K +40 New
TCM
1339
Tradewinds Capital Management
Washington
$1.34K -$28.8M -738,098 -100%
FM
1340
Family Management
New York
$1.26K
RBC
1341
Roble Belko & Company
Pennsylvania
$1K
TFA
1342
Transamerica Financial Advisors
Florida
$1K +$78 +2 +100%
Kayne Anderson Rudnick Investment Management
1343
Kayne Anderson Rudnick Investment Management
California
$950 +$938 +24 New
VWWMG
1344
Vermillion & White Wealth Management Group
Pennsylvania
$806
GWSA
1345
Global Wealth Strategies & Associates
Colorado
$789 +$781 +20 New
BIM
1346
Breakwater Investment Management
Washington
$631
WCM
1347
Westend Capital Management
California
$394 +$391 +10 New
PWA
1348
Principia Wealth Advisory
Texas
$152 +$156 +4 New
RCM
1349
Raleigh Capital Management
North Carolina
$104 -$1.45M -37,156 -100%
RA
1350
Rise Advisors
New York
$80

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.