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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 %
BWL
1326
Bogart Wealth LLC
Virginia
$1.55K +$1.55K +20 New
TCM
1327
Tradewinds Capital Management
Washington
$1.34K -$29.1M -369,049 -100%
FM
1328
Family Management
New York
$1.26K – – –
RBC
1329
Roble Belko & Company
Pennsylvania
$1K – – –
TFA
1330
Transamerica Financial Advisors
Florida
$1K +$500 +1 +100%
Kayne Anderson Rudnick Investment Management
1331
Kayne Anderson Rudnick Investment Management
California
$950 +$950 +12 New
VWWMG
1332
Vermillion & White Wealth Management Group
Pennsylvania
$806 – – –
GWSA
1333
Global Wealth Strategies & Associates
Colorado
$789 +$789 +10 New
BIM
1334
Breakwater Investment Management
Washington
$631 – – –
WCM
1335
Westend Capital Management
California
$394 +$394 +5 New
PWA
1336
Principia Wealth Advisory
Texas
$152 +$152 +2 New
RCM
1337
Raleigh Capital Management
North Carolina
$104 -$1.93M -18,578 -100%
RA
1338
Rise Advisors
New York
$80 – – –
FWA
1339
FSC Wealth Advisors
New York
$79 – – –
CAM
1340
Creekmur Asset Management
Illinois
$77 – – –
NC
1341
NewSquare Capital
Pennsylvania
$53 – – –
HHGA
1342
Halbert Hargrove Global Advisors
California
$32 -$30 – –
Caisse de Depot et Placement du Quebec (CDPQ)
1343
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$258M -3,408,635 Closed
SCB
1344
Saudi Central Bank
Saudi Arabia
– -$121M -1,549,733 Closed
Manulife (Manufacturers Life Insurance)
1345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$46M -607,827 Closed
PCH
1346
PGIM Custom Harvest
New Jersey
– -$33.3M -440,351 Closed
FFO
1347
Fiduciary Family Office
Florida
– -$24.2M -319,538 Closed
NHFG
1348
New Harbor Financial Group
Massachusetts
– -$24.2M -319,538 Closed
Schroder Investment Management Group
1349
Schroder Investment Management Group
United Kingdom
– -$23.5M -310,000 Closed
IAA
1350
Independent Advisor Alliance
North Carolina
– -$21.6M -284,790 Closed
52 53
54
55 56