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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 %
Chevy Chase Trust
201
Chevy Chase Trust
Maryland
$5.76M -$380K -4,823 -6%
ASN
202
Advisory Services Network
Georgia
$5.63M -$4.27M -54,137 -43%
BEI
203
Benjamin Edwards Inc
Missouri
$5.6M -$2.22M -28,172 -28%
WS
204
Wela Strategies
Georgia
$5.57M -$3.77M -47,780 -40%
CIP
205
Capital Insight Partners
Arizona
$5.56M +$4.75M +60,208 +585%
ADEF
206
Adams Diversified Equity Fund
Maryland
$5.55M +$5.55M +70,400 New
NA
207
Nottingham Advisors
New York
$5.54M -$981K -12,444 -15%
GB
208
Gunma Bank
Japan
$5.54M -$2.93M -37,101 -35%
IA
209
IFP Advisors
Florida
$5.49M -$113K -1,430 -2%
MW
210
Marks Wealth
Maryland
$5.48M +$5.48M +69,495 New
BPA
211
Beacon Pointe Advisors
California
$5.46M -$1.72M -21,818 -24%
GS
212
GWN Securities
Florida
$5.42M +$4.95M +62,417 +1,045%
PFS
213
Prospera Financial Services
Texas
$5.4M -$4.17M -52,913 -44%
IA
214
IMZ Advisory
Florida
$5.38M +$1.04M +13,224 +24%
MHIP
215
Mountain Hill Investment Partners
New Jersey
$5.37M +$86.7K +1,100 +2%
SVWAG
216
Sound View Wealth Advisors Group
Georgia
$5.36M +$142K +1,796 +3%
PWAC
217
Private Wealth Advisors (California)
California
$5.35M -$86K -1,091 -2%
IWP
218
Innova Wealth Partners
Pennsylvania
$5.25M -$186K -2,361 -3%
AF
219
Allworth Financial
California
$5.24M -$88.7K -1,131 -2%
BCM
220
Beaumont Capital Management
Massachusetts
$5.21M -$868K -11,014 -14%
WS
221
Wedbush Securities
California
$5.16M +$1.06M +13,412 +26%
TFA
222
Toth Financial Advisory
Virginia
$5.14M -$343K -4,344 -6%
GCM
223
Granby Capital Management
Florida
$5.13M – – –
FCH
224
Freestone Capital Holdings
Washington
$5.07M -$79.4K -1,007 -2%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$5.06M -$68.2K -933 -1%
7 8
9
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