We are live on ! Find out more
XLU icon

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
Morgan Stanley
1
Morgan Stanley
New York
$1B -$55.7M -1,424,612 -5%
Bank of America
2
Bank of America
North Carolina
$782M -$18.8M -480,234 -2%
Goldman Sachs
3
Goldman Sachs
New York
$588M +$7.43M +190,074 +1%
Bessemer Group
4
Bessemer Group
New Jersey
$478M +$1.87M +47,842 +0.4%
LPL Financial
5
LPL Financial
California
$461M +$19.8M +507,688 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$353M +$210M +5,368,904 +150%
UBS Group
7
UBS Group
Switzerland
$279M -$42.2M -1,081,210 -13%
Wells Fargo
8
Wells Fargo
California
$234M +$22.6M +579,306 +11%
Ameriprise
9
Ameriprise
Minnesota
$227M +$37.5M +960,474 +20%
MMH
10
Menora Mivtachim Holdings
Israel
$218M -$90.2M -2,309,200 -29%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$208M +$70.4M +1,801,004 +52%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$195M +$3.58M +91,618 +2%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$192M +$58.4M +1,495,990 +44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$186M -$54.7M -1,400,000 -23%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$184M +$26.6K +680 +0%
FMI
16
Factory Mutual Insurance
Massachusetts
$178M
Two Sigma Investments
17
Two Sigma Investments
New York
$134M -$35.6M -911,000 -21%
Raymond James Financial
18
Raymond James Financial
Florida
$114M -$8.43M -215,884 -7%
MIH
19
Meitav Investment House
Israel
$96.3M -$1.31M -33,446 -1%
Millennium Management
20
Millennium Management
New York
$85M +$66M +1,688,680 +361%
Osaic Holdings
21
Osaic Holdings
Arizona
$83.9M +$5.56M +142,292 +7%
CM
22
Churchill Management
California
$77M -$275K -7,030 -0.4%
Barclays
23
Barclays
United Kingdom
$75.2M +$7.45M +190,722 +11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$75.1M -$2.56M -65,416 -3%
N
25
Natixis
France
$71.1M +$464K +11,870 +0.7%

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.