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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
CAS
1451
Coppell Advisory Solutions
Texas
-$104K -2,744 Closed
WWA
1452
Wingate Wealth Advisors
Massachusetts
-$70.3K -1,856 Closed
TCG
1453
Transcendent Capital Group
Oklahoma
-$66K -1,744 Closed
FA
1454
Fedenia Advisers
Wisconsin
-$62.1K -1,642 Closed
DWA
1455
Delos Wealth Advisors
Texas
-$47.5K -1,256 Closed
FFA
1456
Fairfield Financial Advisors
Massachusetts
-$39K -1,032 Closed
VHAM
1457
Van Hulzen Asset Management
California
-$38.4K -1,014 Closed
FMP
1458
Financial Management Professionals
Texas
-$35K -926 Closed
API
1459
Asset Planning Inc
California
-$29.5K -780 Closed
KIM
1460
Kestra Investment Management
Texas
-$29.4K -776 Closed
SAM
1461
Synergy Asset Management
Washington
-$26.3K -652 Closed
OC
1462
Oarsman Capital
Wisconsin
-$23.5K -622 Closed
SMAM
1463
Sugar Maple Asset Management
Wisconsin
-$23.4K -618 Closed
DRP
1464
Decker Retirement Planning
Utah
-$22.9K -604 Closed
HA
1465
Heartland Advisors
Wisconsin
-$21.4K -566 Closed
Bank Julius Baer & Co
1466
Bank Julius Baer & Co
Switzerland
-$22.7K -544 Closed
NRC
1467
New Republic Capital
North Carolina
-$20.4K -540 Closed
KBFS
1468
Kohmann Bosshard Financial Services
Ohio
-$11.7K -308 Closed
CJ
1469
Caitlin John
Michigan
-$10.2K -270 Closed
FFL
1470
Financial Freedom LLC
Ohio
-$9.91K -262 Closed
RFG
1471
REAP Financial Group
Texas
-$5K -132 Closed
EPW
1472
Endeavor Private Wealth
Kansas
-$4.54K -120 Closed
NL
1473
NEPC LLC
Massachusetts
-$4.01K -106 Closed
MA
1474
Modus Advisors
Minnesota
-$2.35K -62 Closed
BFPW
1475
BOK Financial Private Wealth
Colorado
-$2.2K -58 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.