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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 %
GC
1401
Grimes & Company
Massachusetts
– -$465K -6,145 Closed
BCM
1402
Barometer Capital Management
Ontario, Canada
– -$395K -5,800 Closed
BAM
1403
Berkshire Asset Management
Pennsylvania
– -$441K -5,550 Closed
GC
1404
Gruss & Co
Florida
– -$416K -5,500 Closed
WFA
1405
WMG Financial Advisors
Tennessee
– -$399K -5,270 Closed
WAM
1406
WNY Asset Management
New York
– -$398K -5,260 Closed
TVM
1407
True Vision MN
Minnesota
– -$373K -4,925 Closed
CAAS
1408
Capital Asset Advisory Services
Michigan
– -$375K -4,869 Closed
HF
1409
HRT Financial
New York
– -$339K -4,489 Closed
CFGS
1410
Concourse Financial Group Securities
Alabama
– -$342K -4,368 Closed
BAAM
1411
Baker Avenue Asset Management
California
– -$326K -4,305 Closed
NAS
1412
Nicolet Advisory Services
Wisconsin
– -$312K -4,132 Closed
EC
1413
Elequin Capital
New York
– -$300K -3,968 Closed
MWM
1414
Mission Wealth Management
California
– -$293K -3,870 Closed
WTB
1415
Washington Trust Bank
Washington
– -$278K -3,676 Closed
PI
1416
Pachira Investments
California
– -$276K -3,646 Closed
JF
1417
Jump Financial
Illinois
– -$275K -3,631 Closed
TIA
1418
Traphagen Investment Advisors
New Jersey
– -$264K -3,494 Closed
PFA
1419
Petra Financial Advisors
Colorado
– -$260K -3,430 Closed
KI
1420
Kapitalo Investimentos
Brazil
– -$258K -3,409 Closed
AWM
1421
Accurate Wealth Management
Florida
– -$256K -3,389 Closed
BP
1422
Ballentine Partners
Massachusetts
– -$249K -3,288 Closed
LCGC
1423
Legacy Capital Group California
California
– -$245K -3,237 Closed
GWA
1424
GGM Wealth Advisors
Maryland
– -$244K -3,220 Closed
GAG
1425
GM Advisory Group
New York
– -$230K -3,043 Closed
55 56
57
58 59