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 %
LJAC
151
L.J. Altfest & Co
New York
$7.92M +$3.62M +45,957 +84%
AAG
152
Armstrong Advisory Group
Massachusetts
$7.8M – – –
RSWM
153
Robertson Stephens Wealth Management
California
$7.67M +$678K +8,603 +10%
Creative Planning
154
Creative Planning
Kansas
$7.62M +$525K +6,660 +7%
HBWM
155
Hollow Brook Wealth Management
New York
$7.6M – – –
PIN
156
Prudent Investors Network
California
$7.59M -$4.82M -61,089 -39%
CWG
157
Cornerstone Wealth Group
North Carolina
$7.58M +$7.58M +96,101 New
ACM
158
Avalon Capital Management
California
$7.53M +$27.5K +349 +0.4%
FIB
159
First Interstate Bank
Montana
$7.48M -$498K -6,317 -6%
GL
160
Graypoint LLC
New York
$7.42M -$165K -2,088 -2%
CC
161
Courier Capital
New York
$7.36M +$2.65M +33,611 +56%
MCB
162
Morton Community Bank
Illinois
$7.33M +$596K +7,554 +9%
IWM
163
IHT Wealth Management
Illinois
$7.31M +$501K +6,346 +7%
AssetMark Inc
164
AssetMark Inc
California
$7.19M -$4.18M -53,069 -37%
KF
165
Krilogy Financial
Missouri
$7.19M -$210K -2,658 -3%
SMFG
166
Sumitomo Mitsui Financial Group
Japan
$7.18M -$79.9K -1,013 -1%
Edgewood Management
167
Edgewood Management
Connecticut
$6.96M – – –
Twin Tree Management
168
Twin Tree Management
Texas
$6.92M +$6.69M +84,806 +2,879%
MWM
169
Modern Wealth Management
Kansas
$6.91M +$544K +6,895 +9%
P
170
&Partners
Tennessee
$6.85M +$707K +9,071 +12%
Renaissance Technologies
171
Renaissance Technologies
New York
$6.81M -$1.14M -14,400 -14%
Brown Advisory
172
Brown Advisory
Maryland
$6.68M +$5.48M +69,521 +458%
Citadel Advisors
173
Citadel Advisors
Florida
$6.65M -$20.2M -255,780 -75%
SW
174
SteelPeak Wealth
California
$6.65M -$1.19M -15,116 -15%
CF
175
Centaurus Financial
California
$6.62M +$2.12M +26,875 +47%
5 6
7
8 9