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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
Fidelity International
126
Fidelity International
Bermuda
$9.97M +$9.08M +232,416 +1,131%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$9.89M +$3.75M +96,094 +61%
TTWM
128
TCV Trust & Wealth Management
Virginia
$9.73M +$92K +2,354 +1%
FC
129
Forte Capital
New York
$9.47M -$220K -5,620 -2%
BFIC
130
Bedell Frazier Investment Counselling
California
$9.28M -$433K -11,090 -4%
OBWG
131
Onyx Bridge Wealth Group
New York
$9.12M +$8.64M +221,168 +2,185%
DWM
132
Dakota Wealth Management
Florida
$9.08M +$525K +13,440 +6%
SA
133
Sanctuary Advisors
Indiana
$9.05M +$741K +18,964 +9%
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$9.04M +$242K +6,192 +3%
Cerity Partners
135
Cerity Partners
New York
$8.94M +$304K +7,780 +4%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$8.87M -$94.8K -2,426 -1%
DRS
137
Deane Retirement Strategies
Louisiana
$8.79M +$8.71M +222,962 New
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$8.75M +$8.67M +221,926 New
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$8.66M +$8.58M +219,550 New
NA
140
NewEdge Advisors
Louisiana
$8.65M +$4.14K +106 +0%
TFCP
141
Twin Focus Capital Partners
Massachusetts
$8.54M +$761K +19,470 +10%
AllianceBernstein
142
AllianceBernstein
Tennessee
$8.51M +$3.9M +99,746 +86%
KL
143
KWMG LLC
Kansas
$8.5M +$68.1K +1,744 +0.8%
CCM
144
Coldstream Capital Management
Washington
$8.47M -$2.58M -66,062 -24%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$8.44M +$86.2K +2,206 +1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$8.41M -$4.33M -110,714 -34%
AI
147
Atria Investments
North Carolina
$8.28M -$941K -24,092 -10%
CIA
148
Capital Investment Advisors
Georgia
$8.2M +$138K +3,526 +2%
SWM
149
Spire Wealth Management
Virginia
$8.02M +$2.05M +52,584 +35%
MPM
150
Meritage Portfolio Management
Kansas
$7.97M -$140K -3,586 -2%

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.