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State Street Utilities Select Sector SPDR ETF

1,426 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 94

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.5B)

2% more funds holding

Funds holding: 1,3941,426 (+32)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

7.21% less ownership

Funds ownership: 130.04%122.82% (-7.2%)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,426
Holders Change
+32
Holders Change %
+2.3%
% of All Funds
18.72%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
147
Increased
560
Reduced
478
Closed
94
Calls
$1.26B
Puts
$3.14B
Net Calls
-$1.88B
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$12M +$208K +4,928 +2%
KIA
127
KCM Investment Advisors
California
$11.7M +$370K +8,758 +3%
SEM
128
Strategic Equity Management
Arizona
$11.3M +$6.84M +161,634 +167%
GIA
129
Gladstone Institutional Advisory
Florida
$11.2M +$4.69M +110,866 +75%
RCP
130
Rothschild Capital Partners
New York
$11M -$1.48M -34,938 -12%
MWM
131
Modern Wealth Management
Kansas
$11M +$1.78M +42,012 +20%
TTWM
132
TCV Trust & Wealth Management
Virginia
$10.8M -$31.5K -744 -0.3%
CCS
133
Concentric Capital Strategies
Connecticut
$10.8M +$8.93M +211,202 +597%
MTWSIF
134
Mivtachim The Workers Social Insurance Fund
Israel
$10.6M +$4.99M +118,000 +95%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$10.3M +$258K +6,104 +3%
MWAM
136
Manhattan West Asset Management
California
$10.3M +$426K +10,078 +4%
P
137
&Partners
Tennessee
$10.3M +$1.42M +33,514 +17%
SWIG
138
Strategic Wealth Investment Group
Kentucky
$10.2M +$9.38M +221,824 +1,985%
USCWA
139
U.S. Capital Wealth Advisors
Texas
$10.1M +$437K +10,320 +5%
Capstone Investment Advisors
140
Capstone Investment Advisors
New York
$9.96M +$9.66M +228,374 New
1832 Asset Management
141
1832 Asset Management
Ontario, Canada
$9.94M -$69K -1,630 -0.7%
KL
142
KWMG LLC
Kansas
$9.89M +$377K +8,912 +4%
RFM
143
Royal Fund Management
Florida
$9.69M -$601K -14,202 -6%
DC
144
Davenport & Co
Virginia
$9.57M +$4.7M +111,036 +103%
ASN
145
Advisory Services Network
Georgia
$9.54M +$1.99M +47,024 +27%
TFCP
146
Twin Focus Capital Partners
Massachusetts
$9.53M +$102K +2,400 +1%
PWM
147
Perigon Wealth Management
California
$9.49M +$4.6M +108,748 +100%
SG Americas Securities
148
SG Americas Securities
New York
$9.31M -$5.37M -126,846 -37%
BFIC
149
Bedell Frazier Investment Counselling
California
$9.24M -$830K -19,620 -8%
Creative Planning
150
Creative Planning
Kansas
$9.2M +$408K +9,642 +5%

XLU Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2025, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 94 closed out — a net gain of 53 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Proficio Capital Partners, cutting an estimated $738M.

  • 1,426 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2025, up from 1,394 in Q2 2025.
  • Funds reported $13.1B of State Street Utilities Select Sector SPDR ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2025 and 94 closed out, a net change of +53 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $182M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $738M sold.

Based on aggregated 13F filings for Q3 2025.