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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
KF
151
Krilogy Financial
Missouri
$9.2M +$1.44M +34,042 +20%
AAG
152
Armstrong Advisory Group
Massachusetts
$9.19M -$42.5K -1,004 -0.5%
DWM
153
Dakota Wealth Management
Florida
$9.13M -$477K -11,276 -5%
PCIA
154
Prime Capital Investment Advisors
Kansas
$9.11M -$88.4K -2,090 -1%
SC
155
Scotia Capital
Ontario, Canada
$9.03M +$7.99M +188,936 +1,035%
EC
156
Estate Counselors
Wisconsin
$9M +$1.48M +35,060 +20%
SGI
157
Swan Global Investments
Colorado
$8.9M -$1.4M -33,156 -14%
EW
158
Evoke Wealth
California
$8.9M +$7.06M +166,964 +449%
AI
159
Atria Investments
North Carolina
$8.82M +$470K +11,122 +6%
IWM
160
IHT Wealth Management
Illinois
$8.81M +$45.4K +1,074 +0.5%
CIA
161
Capital Investment Advisors
Georgia
$8.8M -$35.9K -848 -0.4%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$8.75M -$30.4M -717,674 -78%
CIA
163
Concurrent Investment Advisors
Florida
$8.71M +$2.3M +54,388 +37%
EFH
164
Eaton Financial Holdings
Florida
$8.68M +$8.42M +199,144 New
SC
165
Sculptor Capital
New York
$8.61M +$8.35M +197,420 New
PIN
166
Prudent Investors Network
California
$8.59M +$219K +5,168 +3%
TF
167
Trek Financial
Arizona
$8.57M -$2.87M -67,828 -26%
OAM
168
Oppenheimer Asset Management
New York
$8.48M -$38.2K -902 -0.5%
PCP
169
Proficio Capital Partners
Massachusetts
$8.43M -$738M -17,457,114 -99%
HBWM
170
Hollow Brook Wealth Management
New York
$8.41M +$2.79K +66 +0%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$8.21M +$439K +10,378 +6%
Charles Schwab
172
Charles Schwab
California
$8.19M -$227K -5,376 -3%
CF
173
Centaurus Financial
California
$8.14M +$58.9K +1,392 +0.8%
MPM
174
Meritage Portfolio Management
Kansas
$8.09M -$686K -16,222 -8%
ACM
175
Avalon Capital Management
California
$8.08M -$131K -3,108 -2%

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.