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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
EP
1401
Edgestream Partners
New Jersey
-$961K -25,384 Closed
JE
1402
JMAC Enterprises
Pennsylvania
-$874K -23,100 Closed
WG
1403
Welch Group
Alabama
-$853K -22,510 Closed
LIG
1404
Lokken Investment Group
Delaware
-$847K -22,386 Closed
GCM
1405
Glaxis Capital Management
Florida
-$833K -22,000 Closed
SLFPAM
1406
St. Louis Financial Planners Asset Management
Missouri
-$809K -21,378 Closed
Man Group
1407
Man Group
United Kingdom
-$821K -21,020 Closed
MG
1408
Marex Group
-$617K -16,308 Closed
TW
1409
Transform Wealth
Colorado
-$578K -15,270 Closed
VCA
1410
Verdence Capital Advisors
Maryland
-$550K -14,542 Closed
BOM
1411
Bank of Marin
California
-$539K -14,232 Closed
CLOS
1412
Compagnie Lombard Odier SCmA
Switzerland
-$530K -14,000 Closed
EWM
1413
Empirical Wealth Management
Washington
-$523K -13,808 Closed
PIWA
1414
Prevail Innovative Wealth Advisors
Kansas
-$490K -12,958 Closed
SAM
1415
Strategy Asset Managers
California
-$469K -12,388 Closed
GC
1416
Grimes & Company
Massachusetts
-$465K -12,290 Closed
BCM
1417
Barometer Capital Management
Ontario, Canada
-$395K -11,600 Closed
BAM
1418
Berkshire Asset Management
Pennsylvania
-$441K -11,100 Closed
GC
1419
Gruss & Co
Florida
-$416K -11,000 Closed
WFA
1420
WMG Financial Advisors
Tennessee
-$399K -10,540 Closed
WAM
1421
WNY Asset Management
New York
-$398K -10,520 Closed
TVM
1422
True Vision MN
Minnesota
-$373K -9,850 Closed
CAAS
1423
Capital Asset Advisory Services
Michigan
-$375K -9,738 Closed
HF
1424
HRT Financial
New York
-$339K -8,978 Closed
CFGS
1425
Concourse Financial Group Securities
Alabama
-$342K -8,736 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.