XLU icon

State Street Utilities Select Sector SPDR ETF

1,486 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 206 funds opening new positions, 616 increasing their positions, 456 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$357M)

60.7% less ownership

Funds ownership: 122.78%62.08% (-61%)

65% less call options, than puts

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

Holders
1,486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1326
Hoese & Co
Minnesota
$47.8K
WAS
1327
Winch Advisory Services
Wisconsin
$47.7K
HWA
1328
HHM Wealth Advisors
Tennessee
$45.9K
TFGT
1329
TS Financial Group (TSFG)
Illinois
$45K
RMP
1330
Richards, Merrill & Peterson
Washington
$44.8K
ZBNA
1331
Zions Bancorporation, National Association
Utah
$44.4K
HHCP
1332
Hilton Head Capital Partners
South Carolina
$44.1K
AT
1333
Avalon Trust
New Mexico
$42.7K
MPWT
1334
MassMutual Private Wealth & Trust
Connecticut
$42.7K
SSG
1335
Summit Securities Group
New York
$42.7K
NRG
1336
Nemes Rush Group
Michigan
$41.6K
S
1337
SignatureFD
Georgia
$41.1K
VC
1338
Vestor Capital
Illinois
$41K
FF
1339
Friedenthal Financial
New Jersey
$40.9K
MEG
1340
Millstone Evans Group
Colorado
$40.9K
BCM
1341
Basso Capital Management
Connecticut
$37.7K
EWA
1342
EQ Wealth Advisors
Texas
$36.4K
RFP
1343
Root Financial Partners
California
$35.8K
EWM
1344
Evolution Wealth Management
Florida
$35.7K
DWA
1345
Delos Wealth Advisors
Texas
$35K
PB
1346
Pinnacle Bancorp
Nebraska
$34.2K
IRC
1347
Investors Research Corp
Georgia
$34.2K
AEPWM
1348
Atlantic Edge Private Wealth Management
Florida
$33.7K
NWM
1349
Nova Wealth Management
Florida
$31.8K
MTIC
1350
Missouri Trust & Investment Company
Missouri
$31.8K