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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

1,373 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 558 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+31
Holders Change %
+2.31%
% of All Funds
18.41%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
558
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$742M
2
Wells Fargo
Wells Fargo
California
$510M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$238M
4
Bank of America
Bank of America
North Carolina
$971M
5
SCB
Saudi Central Bank
Saudi Arabia
$127M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$232M
2
DFG
Demars Financial Group
Washington
$325K
3
Bessemer Group
Bessemer Group
New Jersey
$252M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$67.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.05B +$13.3M +163,046 +1%
Bank of America
2
Bank of America
North Carolina
$971M +$162M +1,981,007 +20%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$742M +$377M +4,610,697 +103%
LPL Financial
4
LPL Financial
California
$589M +$112M +1,366,433 +23%
Wells Fargo
5
Wells Fargo
California
$510M +$267M +3,273,009 +110%
UBS Group
6
UBS Group
Switzerland
$288M -$1.41M -17,280 -0.5%
MMH
7
Menora Mivtachim Holdings
Israel
$260M +$34.7M +425,000 +15%
Bessemer Group
8
Bessemer Group
New Jersey
$252M -$243M -2,973,551 -49%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$238M +$206M +2,527,994 +653%
Goldman Sachs
10
Goldman Sachs
New York
$232M -$376M -4,604,936 -62%
Ameriprise
11
Ameriprise
Minnesota
$222M -$12M -146,732 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$219M +$17.5M +213,926 +9%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$204M +$5.47M +66,975 +3%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$190M -$300K -3,674 -0.2%
FMI
15
Factory Mutual Insurance
Massachusetts
$184M – – –
Raymond James Financial
16
Raymond James Financial
Florida
$143M +$24.1M +294,905 +20%
SCB
17
Saudi Central Bank
Saudi Arabia
$127M +$127M +1,549,733 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$111M +$33.6M +410,915 +43%
MIH
19
Meitav Investment House
Israel
$108M +$7.99M +97,816 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$87.6M -$105M -1,287,063 -55%
PP
21
Peconic Partners
New York
$81.7M +$81.7M +1,000,000 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$79.7M +$9.94M +121,696 +14%
CM
23
Churchill Management
California
$79.7M +$38K +465 +0%
MMFA
24
Main Management Fund Advisors
California
$75.7M +$5.84M +71,500 +8%
N
25
Natixis
France
$73.5M -$485K -5,935 -0.7%
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