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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
FWA
1351
FSC Wealth Advisors
New York
$79
CAM
1352
Creekmur Asset Management
Illinois
$77
NC
1353
NewSquare Capital
Pennsylvania
$53
HHGA
1354
Halbert Hargrove Global Advisors
California
$32
Caisse de Depot et Placement du Quebec (CDPQ)
1355
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$258M -6,817,270 Closed
SCB
1356
Saudi Central Bank
Saudi Arabia
-$121M -3,099,466 Closed
Manulife (Manufacturers Life Insurance)
1357
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$46M -1,215,654 Closed
PCH
1358
PGIM Custom Harvest
New Jersey
-$33.3M -880,702 Closed
FFO
1359
Fiduciary Family Office
Florida
-$24.2M -639,076 Closed
NHFG
1360
New Harbor Financial Group
Massachusetts
-$24.2M -639,076 Closed
Schroder Investment Management Group
1361
Schroder Investment Management Group
United Kingdom
-$23.5M -620,000 Closed
IAA
1362
Independent Advisor Alliance
North Carolina
-$21.6M -569,580 Closed
MSCM
1363
McElhenny Sheffield Capital Management
Texas
-$21.2M -559,782 Closed
CFA
1364
Camarda Financial Advisors
Florida
-$14.4M -380,368 Closed
SSG
1365
Summit Securities Group
New York
-$10.1M -266,800 Closed
Mirae Asset Global Investments
1366
Mirae Asset Global Investments
South Korea
-$8.71M -230,026 Closed
State of Tennessee, Department of Treasury
1367
State of Tennessee, Department of Treasury
Tennessee
-$8.39M -221,628 Closed
MASUI
1368
MIRAE ASSET SECURITIES (USA) INC.
New York
-$7.65M -202,100 Closed
SFM
1369
Soros Fund Management
New York
-$5.45M -144,000 Closed
NAG
1370
Northstar Advisory Group
New Jersey
-$5.06M -133,596 Closed
TF
1371
Theory Financial
Colorado
-$4.61M -121,854 Closed
CC
1372
Centiva Capital
New York
-$4.13M -109,000 Closed
OFW
1373
Omnia Family Wealth
Florida
-$4.12M -108,864 Closed
PAS
1374
Park Avenue Securities
New York
-$3.92M -103,480 Closed
VSI
1375
Verde Servicos Internacionais
Brazil
-$3.56M -94,000 Closed

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.