XLU icon

State Street Utilities Select Sector SPDR ETF

1,508 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 622 increasing their positions, 457 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$387M)

60.57% less ownership

Funds ownership: 122.78%62.22% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
1551
Brighton Jones LLC
Washington
Bank Julius Baer & Co
1552
Bank Julius Baer & Co
Switzerland
KWS
1553
Keystone Wealth Services
California
SWGC
1554
Summit Wealth Group (Colorado)
Colorado
CPRC
1555
Consolidated Portfolio Review Corp
New York
DCM
1556
Discovery Capital Management
Connecticut
Empower Advisory Group
1557
Empower Advisory Group
Colorado
HCMG
1558
Howard Capital Management Group
California
SW
1559
SteelPeak Wealth
California
LSA
1560
L & S Advisors
California
CRC
1561
Curi RMB Capital
Illinois
IPWA
1562
International Private Wealth Advisors
California
SIAG
1563
Safeguard Investment Advisory Group
California
Group One Trading
1564
Group One Trading
Illinois
LOIP
1565
Live Oak Investment Partners
Texas
PCM
1566
Prelude Capital Management
New York
IDA
1567
Intelligence Driven Advisers
California
GWSG
1568
GPS Wealth Strategies Group
Colorado
PWM
1569
Power Wealth Management
Georgia
Mirae Asset Global Investments
1570
Mirae Asset Global Investments
South Korea
WMA
1571
West Michigan Advisors
Michigan
RCM
1572
Regency Capital Management
Hawaii
IWA
1573
IBEX Wealth Advisors
New Jersey
Wellington Management Group
1574
Wellington Management Group
Massachusetts
PWS
1575
Peloton Wealth Strategists
Indiana