XLU icon

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
$353M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
Millennium Management
New York
$85M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$192M
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
$0
2
SCB
Saudi Central Bank
Saudi Arabia
$0
3
MMH
Menora Mivtachim Holdings
Israel
$218M
4
MB
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
126
Fidelity International
Bermuda
$9.97M +$9.16M +116,208 +1,131%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$9.89M +$3.75M +48,047 +61%
TTWM
128
TCV Trust & Wealth Management
Virginia
$9.73M +$92.8K +1,177 +1%
FC
129
Forte Capital
New York
$9.47M -$222K -2,810 -2%
BFIC
130
Bedell Frazier Investment Counselling
California
$9.28M -$437K -5,545 -4%
OBWG
131
Onyx Bridge Wealth Group
New York
$9.12M +$8.72M +110,584 +2,185%
DWM
132
Dakota Wealth Management
Florida
$9.08M +$530K +6,720 +6%
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$9.04M +$244K +3,096 +3%
Cerity Partners
134
Cerity Partners
New York
$8.94M +$307K +3,890 +4%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$8.87M -$95.6K -1,213 -1%
DRS
136
Deane Retirement Strategies
Louisiana
$8.79M +$8.79M +111,481 New
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$8.75M +$8.75M +110,963 New
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$8.66M +$8.66M +109,775 New
NA
139
NewEdge Advisors
Louisiana
$8.65M +$4.18K +53 +0%
TFCP
140
Twin Focus Capital Partners
Massachusetts
$8.54M +$768K +9,735 +10%
AllianceBernstein
141
AllianceBernstein
Tennessee
$8.51M +$3.93M +49,873 +86%
KL
142
KWMG LLC
Kansas
$8.5M +$68.8K +872 +0.8%
CCM
143
Coldstream Capital Management
Washington
$8.47M -$2.6M -33,031 -24%
USCWA
144
U.S. Capital Wealth Advisors
Texas
$8.44M +$87K +1,103 +1%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$8.41M -$4.36M -55,357 -34%
AI
146
Atria Investments
North Carolina
$8.28M -$950K -12,046 -10%
CIA
147
Capital Investment Advisors
Georgia
$8.2M +$139K +1,763 +2%
SWM
148
Spire Wealth Management
Virginia
$8.02M +$2.07M +26,292 +35%
MPM
149
Meritage Portfolio Management
Kansas
$7.97M -$141K -1,793 -2%
Charles Schwab
150
Charles Schwab
California
$7.94M +$443K +5,619 +6%
4 5
6
7 8