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State Street Utilities Select Sector SPDR ETF

1,354 hedge funds and large institutions have $10.9B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 522 increasing their positions, 473 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 127

10% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 473

0% less funds holding

Funds holding: 1,3591,354 (-5)

10.48% less ownership

Funds ownership: 136.24%125.75% (-10%)

15% less capital invested

Capital invested by funds: $12.8B → $10.9B (-$1.87B)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

68% less call options, than puts

Call options by funds: $967M | Put options by funds: $3.01B

Holders
1,354
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
18.16%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.47%
New
147
Increased
522
Reduced
473
Closed
127
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
201
Perkins Coie Trust Company
Washington
$5.83M -$67.1K -1,718 -1%
Chevy Chase Trust
202
Chevy Chase Trust
Maryland
$5.76M -$377K -9,646 -6%
ASN
203
Advisory Services Network
Georgia
$5.63M -$4.23M -108,274 -43%
BEI
204
Benjamin Edwards Inc
Missouri
$5.6M -$2.2M -56,344 -28%
WS
205
Wela Strategies
Georgia
$5.57M -$3.73M -95,560 -40%
CIP
206
Capital Insight Partners
Arizona
$5.56M +$4.7M +120,416 +585%
ADEF
207
Adams Diversified Equity Fund
Maryland
$5.55M +$5.5M +140,800 New
NA
208
Nottingham Advisors
New York
$5.54M -$972K -24,888 -15%
GB
209
Gunma Bank
Japan
$5.54M -$2.9M -74,202 -35%
IA
210
IFP Advisors
Florida
$5.49M -$112K -2,860 -2%
MW
211
Marks Wealth
Maryland
$5.48M +$5.43M +138,990 New
BPA
212
Beacon Pointe Advisors
California
$5.46M -$1.7M -43,636 -24%
GS
213
GWN Securities
Florida
$5.42M +$4.88M +124,834 +1,045%
PFS
214
Prospera Financial Services
Texas
$5.4M -$4.13M -105,826 -44%
IA
215
IMZ Advisory
Florida
$5.38M +$1.03M +26,448 +24%
MHIP
216
Mountain Hill Investment Partners
New Jersey
$5.37M +$86K +2,200 +2%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$5.36M +$140K +3,592 +3%
PWAC
218
Private Wealth Advisors (California)
California
$5.35M -$85.3K -2,182 -2%
IWP
219
Innova Wealth Partners
Pennsylvania
$5.25M -$184K -4,722 -3%
AF
220
Allworth Financial
California
$5.24M -$88.4K -2,262 -2%
BCM
221
Beaumont Capital Management
Massachusetts
$5.21M -$861K -22,028 -14%
WS
222
Wedbush Securities
California
$5.16M +$1.05M +26,824 +26%
TFA
223
Toth Financial Advisory
Virginia
$5.14M -$339K -8,688 -6%
GCM
224
Granby Capital Management
Florida
$5.13M
FCH
225
Freestone Capital Holdings
Washington
$5.07M -$78.7K -2,014 -2%

XLU Hedge Fund Activity: Q1 2025 in Review

1,354 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q1 2025, worth a combined $10.9B — down 15% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 127 closed out — a net gain of 20 holders — while 522 added to existing stakes and 473 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $210M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $258M sold.

  • 1,354 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q1 2025, down from 1,359 in Q4 2024.
  • Funds reported $10.9B of State Street Utilities Select Sector SPDR ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q1 2025 and 127 closed out, a net change of +20 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $210M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $258M sold.

Based on aggregated 13F filings for Q1 2025.