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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 %
VCM
401
Virtue Capital Management
Tennessee
$2.22M -$5.51M -69,917 -71%
PP
402
Patten & Patten
Tennessee
$2.2M +$45.9K +582 +2%
PCA
403
Pallas Capital Advisors
Massachusetts
$2.2M -$191K -2,421 -8%
CI
404
Cavalier Investments
Georgia
$2.2M +$2.2M +27,840 New
SCI
405
Stableford Capital II
Arizona
$2.19M -$1.93M -24,767 -47%
AWM
406
Axxcess Wealth Management
California
$2.18M -$1.23M -15,615 -36%
JF
407
JSF Financial
California
$2.16M +$118K +1,500 +6%
PF
408
PlanWiser Financial
Colorado
$2.15M +$2.15M +26,650 New
ClearBridge Investments
409
ClearBridge Investments
New York
$2.14M -$15.8K -200 -0.7%
AIM
410
Aspen Investment Management
Michigan
$2.14M +$326K +4,137 +18%
RL
411
Retireful LLC
Michigan
$2.14M -$572K -7,336 -21%
FHWM
412
Fox Hill Wealth Management
Massachusetts
$2.14M +$3.47K +44 +0.2%
ACI
413
Alpha Cubed Investments
California
$2.13M -$271K -3,431 -11%
KWM
414
Kingsview Wealth Management
Oregon
$2.12M -$214K -2,713 -9%
AWMT
415
AAFMAA Wealth Management & Trust
North Carolina
$2.11M +$2.11M +26,749 New
JSW
416
Journey Strategic Wealth
New Jersey
$2.1M +$11K +139 +0.5%
EAM
417
Everstar Asset Management
North Carolina
$2.09M -$71.3K -904 -3%
PPWP
418
Premier Path Wealth Partners
New Jersey
$2.09M -$40.8K -518 -2%
BCM
419
Brookstone Capital Management
Illinois
$2.07M -$1.59M -20,179 -43%
CC
420
Callan Capital
California
$2.06M -$78.4K -994 -4%
TWC
421
TD Waterhouse Canada
Ontario, Canada
$2.05M +$672K +8,496 +49%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$2.03M -$62.2K -789 -3%
HI
423
Hudock Inc
Pennsylvania
$2.02M +$624K +7,915 +45%
BAM
424
Belpointe Asset Management
Nevada
$2.01M +$997K +12,658 +99%
AWP
425
Accretive Wealth Partners
New Jersey
$2.01M +$176K +2,182 +10%