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Utilities Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
TC
251
Trilogy Capital
California
$4.26M +$4M +50,672 +1,529%
AIC
252
Ayalon Insurance Company
Israel
$4.24M +$438K +5,552 +12%
PF
253
Phoenix Financial
Israel
$4.19M -$22.2M -282,090 -84%
VA
254
Valmark Advisers
Ohio
$4.17M +$819K +10,389 +24%
VU
255
Valence8 US
Massachusetts
$4.14M +$21.1K +267 +0.5%
EC
256
Estate Counselors
Wisconsin
$4.13M +$13.2K +167 +0.3%
RC
257
Roundview Capital
New Jersey
$4.12M +$22.3K +283 +0.5%
Sumitomo Mitsui Trust Group
258
Sumitomo Mitsui Trust Group
Japan
$4.11M +$1.43M +18,096 +53%
MFG
259
MidWestOne Financial Group
Iowa
$4.11M +$219K +2,774 +6%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$4.1M -$7.57K -96 -0.2%
AMI
261
Amica Mutual Insurance
Rhode Island
$4.09M
AQR Capital Management
262
AQR Capital Management
Connecticut
$4.08M +$139K +1,769 +4%
BFG
263
Berger Financial Group
Minnesota
$4.02M +$84.3K +1,069 +2%
HWA
264
HCR Wealth Advisors
California
$4.02M +$35.6K +452 +0.9%
WIM
265
Waycross Investment Management
Washington
$4M -$27K -343 -0.7%
CWM
266
CIBC World Markets
New York
$3.99M +$837K +10,612 +27%
ST
267
Sabal Trust
Florida
$3.96M +$51.1K +648 +1%
LFG
268
Larson Financial Group
Missouri
$3.96M +$2.62M +33,207 +195%
EWA
269
Exencial Wealth Advisors
Oklahoma
$3.96M -$102K -1,298 -3%
FIA
270
Foundations Investment Advisors
Arizona
$3.95M +$1.14M +14,419 +40%
GIA
271
Gladstone Institutional Advisory
Florida
$3.91M -$929K -11,780 -19%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$3.89M +$693K +8,793 +22%
OC
273
Oppenheimer & Co
New York
$3.86M +$112K +1,422 +3%
PCM
274
Penserra Capital Management
California
$3.86M +$3.86M +48,991 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$3.86M +$10.3K +130 +0.3%