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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 %
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$6.61M +$522K +6,620 +9%
IF
177
Intrua Financial
Texas
$6.61M +$5.15M +65,349 +355%
CIA
178
Concurrent Investment Advisors
Florida
$6.52M -$798K -10,116 -11%
LHWM
179
Lake Hills Wealth Management
Texas
$6.49M +$4.3M +54,473 +195%
SPC
180
Sigma Planning Corp
Michigan
$6.43M -$67.2K -852 -1%
BWP
181
BlueStem Wealth Partners
Minnesota
$6.43M +$6.43M +81,561 New
EWA
182
Evolution Wealth Advisors
Florida
$6.42M +$6.42M +81,369 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$6.42M -$569K -7,217 -8%
SCP
184
Silverleafe Capital Partners
Tennessee
$6.34M +$721K +9,150 +13%
SAM
185
Silvercrest Asset Management
New York
$6.29M +$200K +2,540 +3%
Mirae Asset Global ETFs Holdings
186
Mirae Asset Global ETFs Holdings
Hong Kong
$6.24M +$6.24M +79,082 New
VF
187
Vista Finance
Missouri
$6.22M +$91.9K +1,165 +1%
IA
188
IFG Advisory
Georgia
$6.09M +$222K +2,813 +4%
Comerica Bank
189
Comerica Bank
Texas
$6.07M -$117K -1,487 -2%
FF
190
Fluent Financial
Texas
$6.05M +$1.1M +13,917 +22%
SCA
191
Snowden Capital Advisors
New York
$6.04M +$1.08M +13,735 +22%
DS
192
DRW Securities
Illinois
$6M +$6M +76,127 New
OPAM
193
Ocean Park Asset Management
California
$6M +$1M +12,700 +20%
FGA
194
Fortis Group Advisors
New Jersey
$5.97M +$3.1M +39,293 +108%
MIC
195
Meridian Investment Counsel
California
$5.95M +$148K +1,872 +3%
MPCA
196
Madison Park Capital Advisors
Washington
$5.93M +$174K +2,205 +3%
VRM
197
Vectors Research Management
New York
$5.9M -$269K -3,408 -4%
DAS
198
Dynamic Advisor Solutions
Arizona
$5.84M +$5.84M +74,024 New
PWM
199
Perigon Wealth Management
California
$5.83M +$3.89M +49,337 +200%
PCTC
200
Perkins Coie Trust Company
Washington
$5.83M -$67.7K -859 -1%
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