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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
BAAM
1426
Baker Avenue Asset Management
California
-$326K -8,610 Closed
NAS
1427
Nicolet Advisory Services
Wisconsin
-$312K -8,264 Closed
EC
1428
Elequin Capital
New York
-$300K -7,936 Closed
MWM
1429
Mission Wealth Management
California
-$293K -7,740 Closed
WTB
1430
Washington Trust Bank
Washington
-$278K -7,352 Closed
PI
1431
Pachira Investments
California
-$276K -7,292 Closed
JF
1432
Jump Financial
Illinois
-$275K -7,262 Closed
TIA
1433
Traphagen Investment Advisors
New Jersey
-$264K -6,988 Closed
PFA
1434
Petra Financial Advisors
Colorado
-$260K -6,860 Closed
KI
1435
Kapitalo Investimentos
Brazil
-$258K -6,818 Closed
AWM
1436
Accurate Wealth Management
Florida
-$256K -6,778 Closed
BP
1437
Ballentine Partners
Massachusetts
-$249K -6,576 Closed
LCGC
1438
Legacy Capital Group California
California
-$245K -6,474 Closed
GWA
1439
GGM Wealth Advisors
Maryland
-$244K -6,440 Closed
GAG
1440
GM Advisory Group
New York
-$230K -6,086 Closed
LA
1441
Legacy Advisors
Pennsylvania
-$230K -6,080 Closed
WAM
1442
Worth Asset Management
Texas
-$226K -5,976 Closed
HOWA
1443
Heritage Oak Wealth Advisors
Florida
-$220K -5,800 Closed
WF
1444
Warner Financial
Maryland
-$218K -5,772 Closed
RT
1445
Rockland Trust
Massachusetts
-$217K -5,742 Closed
WC
1446
Waterloo Capital
Texas
-$217K -5,728 Closed
Capstone Investment Advisors
1447
Capstone Investment Advisors
New York
-$207K -5,482 Closed
WRM
1448
Weybosset Research & Management
Rhode Island
-$204K -5,400 Closed
BCA
1449
Bay Capital Advisors
Virginia
-$203K -5,360 Closed
CM
1450
Crestline Management
Texas
-$167K -4,400 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.