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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.

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
1
JPMorgan Chase & Co
New York
$353M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$208M
3
Millennium Management
3
Millennium Management
New York
$85M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$192M
5
Holocene Advisors
5
Holocene Advisors
New York
$52.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
2
SCB
2
Saudi Central Bank
Saudi Arabia
$0
3
MMH
3
Menora Mivtachim Holdings
Israel
$218M
4
MB
4
Mizuho Bank
Japan
$47.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$1B
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1B 12,741,579 -712,306 -5%
Bank of America
2
Bank of America
North Carolina
$782M 9,915,100 -240,117 -2%
Goldman Sachs
3
Goldman Sachs
New York
$588M 7,451,495 +95,037 +1%
Bessemer Group
4
Bessemer Group
New Jersey
$478M 6,058,759 +23,921 +0.4%
LPL Financial
5
LPL Financial
California
$461M 5,841,413 +253,844 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$353M 4,476,381 +2,684,452 +150%
UBS Group
7
UBS Group
Switzerland
$279M 3,540,571 -540,605 -13%
Wells Fargo
8
Wells Fargo
California
$234M 2,968,521 +289,653 +11%
Ameriprise
9
Ameriprise
Minnesota
$227M 2,865,869 +480,237 +20%
MMH
10
Menora Mivtachim Holdings
Israel
$218M 2,763,194 -1,154,600 -29%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$208M 2,639,154 +900,502 +52%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$195M 2,468,081 +45,809 +2%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$192M 2,432,256 +747,995 +44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$186M 2,360,000 -700,000 -23%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$184M 2,330,103 +340 +0%
FMI
16
Factory Mutual Insurance
Massachusetts
$178M 2,257,300 – –
Two Sigma Investments
17
Two Sigma Investments
New York
$134M 1,703,700 -455,500 -21%
Raymond James Financial
18
Raymond James Financial
Florida
$114M 1,450,363 -107,942 -7%
MIH
19
Meitav Investment House
Israel
$96.3M 1,221,618 -16,723 -1%
Millennium Management
20
Millennium Management
New York
$85M 1,078,458 +844,340 +361%
Osaic Holdings
21
Osaic Holdings
Arizona
$83.9M 1,063,893 +71,146 +7%
CM
22
Churchill Management
California
$77M 975,982 -3,515 -0.4%
Barclays
23
Barclays
United Kingdom
$75.2M 954,060 +95,361 +11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$75.1M 952,261 -32,708 -3%
N
25
Natixis
France
$71.1M 905,935 +5,935 +0.7%
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