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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
BHCM
1376
Brevan Howard Capital Management
Jersey
-$3.5M -92,396 Closed
PCP
1377
Perbak Capital Partners
United Kingdom
-$3.48M -91,888 Closed
CCM
1378
Canal Capital Management
Virginia
-$3.32M -87,714 Closed
AWMG
1379
ADG Wealth Management Group
Louisiana
-$3.27M -86,414 Closed
ACM
1380
Advisors Capital Management
New Jersey
-$3.24M -85,488 Closed
FIA
1381
FNY Investment Advisers
New York
-$3.1M -82,030 Closed
ECM
1382
Eisler Capital Management
United Kingdom
-$2.88M -73,622 Closed
JGC
1383
J. Goldman & Co
New York
-$2.43M -64,334 Closed
Allianz Asset Management
1384
Allianz Asset Management
Germany
-$2.31M -61,000 Closed
KAM
1385
Kazazian Asset Management
Florida
-$2.12M -56,000 Closed
IWA
1386
IBEX Wealth Advisors
New Jersey
-$1.58M -41,848 Closed
SC
1387
Sykon Capital
New York
-$1.57M -41,534 Closed
TR
1388
Tepp RIA
New Jersey
-$1.51M -39,796 Closed
CAS
1389
CTC Alternative Strategies
Illinois
-$1.5M -39,600 Closed
RA
1390
Ransom Advisory
Rhode Island
-$1.44M -38,074 Closed
CCM
1391
Cullen Capital Management
New York
-$1.41M -37,166 Closed
CCS
1392
Concentric Capital Strategies
Connecticut
-$1.4M -36,894 Closed
PM
1393
Plustick Management
Virginia
-$1.29M -34,000 Closed
W
1394
WorthPointe
California
-$1.28M -33,708 Closed
ACM
1395
Aster Capital Management
United Arab Emirates
-$1.19M -31,396 Closed
YIH
1396
Y-Intercept (HK)
Hong Kong
-$1.18M -31,208 Closed
EP
1397
Essential Planning
New Hampshire
-$1.17M -29,396 Closed
CP
1398
Castleview Partners
Texas
-$1.07M -28,128 Closed
NL
1399
NWAM LLC
Washington
-$1.03M -27,330 Closed
FLC
1400
Fifth Lane Capital
Texas
-$1M -26,434 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.