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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 %
MSCM
1351
McElhenny Sheffield Capital Management
Texas
– -$21.2M -279,891 Closed
CFA
1352
Camarda Financial Advisors
Florida
– -$14.4M -190,184 Closed
SSG
1353
Summit Securities Group
New York
– -$10.1M -133,400 Closed
Mirae Asset Global Investments
1354
Mirae Asset Global Investments
South Korea
– -$8.71M -115,013 Closed
State of Tennessee, Department of Treasury
1355
State of Tennessee, Department of Treasury
Tennessee
– -$8.39M -110,814 Closed
MASUI
1356
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$7.65M -101,050 Closed
SFM
1357
Soros Fund Management
New York
– -$5.45M -72,000 Closed
NAG
1358
Northstar Advisory Group
New Jersey
– -$5.06M -66,798 Closed
TF
1359
Theory Financial
Colorado
– -$4.61M -60,927 Closed
CC
1360
Centiva Capital
New York
– -$4.13M -54,500 Closed
OFW
1361
Omnia Family Wealth
Florida
– -$4.12M -54,432 Closed
PAS
1362
Park Avenue Securities
New York
– -$3.92M -51,740 Closed
VSI
1363
Verde Servicos Internacionais
Brazil
– -$3.56M -47,000 Closed
BHCM
1364
Brevan Howard Capital Management
Jersey
– -$3.5M -46,198 Closed
PCP
1365
Perbak Capital Partners
United Kingdom
– -$3.48M -45,944 Closed
AWMG
1366
ADG Wealth Management Group
Louisiana
– -$3.27M -43,207 Closed
ACM
1367
Advisors Capital Management
New Jersey
– -$3.24M -42,744 Closed
FIA
1368
FNY Investment Advisers
New York
– -$3.1M -41,015 Closed
ECM
1369
Eisler Capital Management
United Kingdom
– -$2.81M -36,811 Closed
JGC
1370
J. Goldman & Co
New York
– -$2.43M -32,167 Closed
Allianz Asset Management
1371
Allianz Asset Management
Germany
– -$2.31M -30,500 Closed
KAM
1372
Kazazian Asset Management
Florida
– -$2.12M -28,000 Closed
IWA
1373
IBEX Wealth Advisors
New Jersey
– -$1.58M -20,924 Closed
SC
1374
Sykon Capital
New York
– -$1.57M -20,767 Closed
TR
1375
Tepp RIA
New Jersey
– -$1.51M -19,898 Closed
53 54
55
56 57