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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
$353M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
Millennium Management
New York
$85M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$192M
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
$0
2
SCB
Saudi Central Bank
Saudi Arabia
$0
3
MMH
Menora Mivtachim Holdings
Israel
$218M
4
MB
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
1376
CTC Alternative Strategies
Illinois
– -$1.5M -19,800 Closed
CCM
1377
Cullen Capital Management
New York
– -$1.41M -18,583 Closed
CCS
1378
Concentric Capital Strategies
Connecticut
– -$1.4M -18,447 Closed
PM
1379
Plustick Management
Virginia
– -$1.29M -17,000 Closed
W
1380
WorthPointe
California
– -$1.28M -16,854 Closed
ACM
1381
Aster Capital Management
United Arab Emirates
– -$1.19M -15,698 Closed
YIH
1382
Y-Intercept (HK)
Hong Kong
– -$1.18M -15,604 Closed
EP
1383
Essential Planning
New Hampshire
– -$1.17M -14,698 Closed
CP
1384
Castleview Partners
Texas
– -$1.07M -14,064 Closed
NL
1385
NWAM LLC
Washington
– -$1.03M -13,665 Closed
FLC
1386
Fifth Lane Capital
Texas
– -$1M -13,217 Closed
EP
1387
Edgestream Partners
New Jersey
– -$961K -12,692 Closed
JE
1388
JMAC Enterprises
Pennsylvania
– -$874K -11,550 Closed
WG
1389
Welch Group
Alabama
– -$853K -11,255 Closed
LIG
1390
Lokken Investment Group
Delaware
– -$847K -11,193 Closed
GCM
1391
Glaxis Capital Management
Florida
– -$833K -11,000 Closed
SLFPAM
1392
St. Louis Financial Planners Asset Management
Missouri
– -$809K -10,689 Closed
Man Group
1393
Man Group
United Kingdom
– -$796K -10,510 Closed
TW
1394
Transform Wealth
Colorado
– -$578K -7,635 Closed
VCA
1395
Verdence Capital Advisors
Maryland
– -$550K -7,271 Closed
BOM
1396
Bank of Marin
California
– -$539K -7,116 Closed
CLOS
1397
Compagnie Lombard Odier SCmA
Switzerland
– -$530K -7,000 Closed
EWM
1398
Empirical Wealth Management
Washington
– -$523K -6,904 Closed
PIWA
1399
Prevail Innovative Wealth Advisors
Kansas
– -$490K -6,479 Closed
SAM
1400
Strategy Asset Managers
California
– -$469K -6,194 Closed
54 55
56
57 58