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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 %
LA
1426
Legacy Advisors
Pennsylvania
– -$230K -3,040 Closed
WAM
1427
Worth Asset Management
Texas
– -$226K -2,988 Closed
HOWA
1428
Heritage Oak Wealth Advisors
Florida
– -$220K -2,900 Closed
WF
1429
Warner Financial
Maryland
– -$218K -2,886 Closed
RT
1430
Rockland Trust
Massachusetts
– -$217K -2,871 Closed
WC
1431
Waterloo Capital
Texas
– -$217K -2,864 Closed
Capstone Investment Advisors
1432
Capstone Investment Advisors
New York
– -$207K -2,741 Closed
WRM
1433
Weybosset Research & Management
Rhode Island
– -$204K -2,700 Closed
BCA
1434
Bay Capital Advisors
Virginia
– -$203K -2,680 Closed
CM
1435
Crestline Management
Texas
– -$167K -2,200 Closed
CAS
1436
Coppell Advisory Solutions
Texas
– -$104K -1,372 Closed
WWA
1437
Wingate Wealth Advisors
Massachusetts
– -$70.3K -928 Closed
TCG
1438
Transcendent Capital Group
Oklahoma
– -$66K -872 Closed
FA
1439
Fedenia Advisers
Wisconsin
– -$62.1K -821 Closed
DWA
1440
Delos Wealth Advisors
Texas
– -$47.5K -628 Closed
FFA
1441
Fairfield Financial Advisors
Massachusetts
– -$39K -516 Closed
VHAM
1442
Van Hulzen Asset Management
California
– -$38.4K -507 Closed
FMP
1443
Financial Management Professionals
Texas
– -$35K -463 Closed
API
1444
Asset Planning Inc
California
– -$29.5K -390 Closed
KIM
1445
Kestra Investment Management
Texas
– -$29.4K -388 Closed
SAM
1446
Synergy Asset Management
Washington
– -$26.3K -326 Closed
OC
1447
Oarsman Capital
Wisconsin
– -$23.5K -311 Closed
SMAM
1448
Sugar Maple Asset Management
Wisconsin
– -$23.4K -309 Closed
DRP
1449
Decker Retirement Planning
Utah
– -$22.9K -302 Closed
HA
1450
Heartland Advisors
Wisconsin
– -$21.4K -283 Closed
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