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State Street Utilities Select Sector SPDR ETF

1,426 hedge funds and large institutions have $13.1B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 94

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.5B)

2% more funds holding

Funds holding: 1,3941,426 (+32)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

7.21% less ownership

Funds ownership: 130.04%122.82% (-7.2%)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,426
Holders Change
+32
Holders Change %
+2.3%
% of All Funds
18.72%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
147
Increased
560
Reduced
478
Closed
94
Calls
$1.26B
Puts
$3.14B
Net Calls
-$1.88B
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.18B +$142M +3,346,580 +14%
Morgan Stanley
2
Morgan Stanley
New York
$982M -$139M -3,279,086 -13%
JP Morgan Chase
3
JP Morgan Chase
New York
$739M -$52.2M -1,234,622 -7%
LPL Financial
4
LPL Financial
California
$642M +$12.9M +305,996 +2%
Wells Fargo
5
Wells Fargo
California
$491M -$52.2M -1,232,946 -10%
UBS Group
6
UBS Group
Switzerland
$392M +$81.9M +1,936,856 +27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$349M +$112M +2,638,580 +49%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$306M +$182M +4,297,584 +158%
MMH
9
Menora Mivtachim Holdings
Israel
$279M +$1.18M +28,000 +0.4%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$279M +$24.1M +568,558 +10%
Raymond James Financial
11
Raymond James Financial
Florida
$277M +$121M +2,862,230 +82%
Ameriprise
12
Ameriprise
Minnesota
$247M +$9.78M +231,110 +4%
Goldman Sachs
13
Goldman Sachs
New York
$194M -$52.9M -1,250,858 -22%
FMI
14
Factory Mutual Insurance
Massachusetts
$180M -$16.5M -390,100 -9%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$170M +$95.1M +2,248,232 +136%
Truist Financial
16
Truist Financial
North Carolina
$165M +$114M +2,685,290 +246%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$155M -$61.3M -1,449,062 -29%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$152M -$49.5M -1,170,634 -25%
Osaic Holdings
19
Osaic Holdings
Arizona
$141M +$48.6M +1,149,504 +54%
SCB
20
Saudi Central Bank
Saudi Arabia
$135M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$133M +$111M +2,632,954 +615%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$113M +$27.3M +644,920 +33%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$109M +$88.9M +2,101,522 +518%
MIH
24
Meitav Investment House
Israel
$108M -$6.5M -153,650 -6%
WA
25
WestEnd Advisors
North Carolina
$108M +$105M +2,477,840 +95,596%

XLU Hedge Fund Activity: Q3 2025 in Review

1,426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Utilities Select Sector SPDR ETF (XLU) for Q3 2025, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLU positions and 94 closed out — a net gain of 53 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $182M. The largest seller was Proficio Capital Partners, cutting an estimated $738M.

  • 1,426 institutional investors held State Street Utilities Select Sector SPDR ETF (XLU) as of Q3 2025, up from 1,394 in Q2 2025.
  • Funds reported $13.1B of State Street Utilities Select Sector SPDR ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 147 funds opened new State Street Utilities Select Sector SPDR ETF positions in Q3 2025 and 94 closed out, a net change of +53 holders.
  • The largest State Street Utilities Select Sector SPDR ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $182M added.
  • The largest State Street Utilities Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $738M sold.

Based on aggregated 13F filings for Q3 2025.