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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 %
DWM
276
Denver Wealth Management
Colorado
$3.83M -$389K -4,928 -9%
RRA
277
Round Rock Advisors
Connecticut
$3.82M +$3.82M +48,452 New
HHRDM
278
H&H Retirement Design & Management
Nevada
$3.82M +$11.3K +149 +0.3%
EWA
279
EP Wealth Advisors
California
$3.81M -$78.5K -996 -2%
CTC
280
Central Trust Company
Missouri
$3.78M +$405K +5,140 +12%
FAIM
281
Financial Advocates Investment Management
Washington
$3.76M -$396K -5,018 -10%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$3.73M +$1.79M +22,643 +92%
Wellington Management Group
283
Wellington Management Group
Massachusetts
$3.69M +$2.62M +33,196 +243%
AI
284
Atom Investors
Texas
$3.65M +$2.17M +27,559 +147%
KPWS
285
Kestra Private Wealth Services
Texas
$3.64M +$36.4K +461 +1%
SRSA
286
S.R. Schill & Associates
Washington
$3.62M +$372K +4,718 +11%
MWPCG
287
Measured Wealth Private Client Group
New Hampshire
$3.62M -$676K -8,579 -16%
RAM
288
Readystate Asset Management
Illinois
$3.59M +$3.59M +45,550 New
PFP
289
Paragon Financial Partners
California
$3.57M +$9.3K +118 +0.3%
EIP
290
Ellis Investment Partners
Pennsylvania
$3.57M -$357K -4,525 -9%
TCOO
291
Trust Company of Oklahoma
Oklahoma
$3.57M +$33.4K +423 +0.9%
AA
292
Apriem Advisors
California
$3.53M
FG
293
Fiduciary Group
Georgia
$3.48M -$170K -2,159 -5%
CWM
294
Centurion Wealth Management
Virginia
$3.46M
HA
295
Hamel Associates
New Jersey
$3.45M -$25.8K -327 -0.7%
CWM
296
Cranbrook Wealth Management
Michigan
$3.43M -$81.9K -1,039 -2%
GWM
297
Geneos Wealth Management
Colorado
$3.43M +$1.66M +21,105 +94%
WFA
298
West Financial Advisors
Iowa
$3.42M +$558K +7,077 +20%
JMFC
299
J.M. Forbes & Co
Massachusetts
$3.37M -$44.9K -569 -1%
PCOTEOTHU
300
Provident Company of the Employees of the Hebrew University
Israel
$3.34M