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Utilities Select Sector SPDR Fund

1,374 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, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
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
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$4.86M -$235K -2,872 -5%
MCM
252
Monument Capital Management
Virginia
$4.78M +$37.8K +463 +0.8%
AP
253
Appleton Partners
Massachusetts
$4.78M -$36.8K -450 -0.8%
HFA
254
Hippocratic Financial Advisors
California
$4.74M +$4.74M +58,098 New
PFS
255
Prospera Financial Services
Texas
$4.59M -$993K -12,155 -18%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$4.59M +$337K +4,122 +8%
VIA
257
Vickerman Investment Advisors
Washington
$4.5M -$414K -5,070 -8%
CCA
258
Cadent Capital Advisors
Oklahoma
$4.47M +$59.1K +724 +1%
AQR Capital Management
259
AQR Capital Management
Connecticut
$4.45M +$229K +2,809 +5%
HHRDM
260
H&H Retirement Design & Management
Nevada
$4.44M +$222K +2,644 +5%
PWM
261
Perigon Wealth Management
California
$4.44M -$1.6M -19,554 -26%
DC
262
Davenport & Co
Virginia
$4.42M +$1.43M +17,500 +48%
MFG
263
MidWestOne Financial Group
Iowa
$4.4M +$147K +1,797 +3%
CTC
264
Central Trust Company
Missouri
$4.39M +$470K +5,757 +12%
AIC
265
Ayalon Insurance Company
Israel
$4.39M
RRA
266
Round Rock Advisors
Connecticut
$4.38M +$424K +5,195 +11%
MOS
267
MGO One Seven
Ohio
$4.35M -$311K -3,814 -7%
WIM
268
Waycross Investment Management
Washington
$4.34M +$202K +2,478 +5%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$4.31M +$314K +3,843 +8%
VU
270
Valence8 US
Massachusetts
$4.31M +$21.1K +258 +0.5%
BFG
271
Berger Financial Group
Minnesota
$4.3M +$134K +1,641 +3%
VA
272
Valmark Advisers
Ohio
$4.29M -$29K -355 -0.7%
MWPCG
273
Measured Wealth Private Client Group
New Hampshire
$4.27M +$518K +6,348 +14%
HWA
274
HCR Wealth Advisors
California
$4.25M +$94.2K +1,154 +2%
RC
275
Roundview Capital
New Jersey
$4.25M -$14.4K -176 -0.3%