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State Street Utilities Select Sector SPDR ETF

1,525 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 624 increasing their positions, 458 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 103

36% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 458

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

7% more funds holding

Funds holding: 1,4261,525 (+99)

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$401M)

60.52% less ownership

Funds ownership: 122.82%62.3% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,525
Holders Change
+99
Holders Change %
+6.94%
% of All Funds
18.55%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.47%
New
231
Increased
624
Reduced
458
Closed
103
Calls
$1.24B
Puts
$3.56B
Net Calls
-$2.32B
Net Calls Change
-$440M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Perigon Wealth Management
California
$2.24M -$7.31M -165,114 -76%
VWM
452
Venturi Wealth Management
Texas
$2.22M +$474K +10,704 +26%
AWP
453
Accretive Wealth Partners
New Jersey
$2.21M +$11.3K +256 +0.5%
AWM
454
Axxcess Wealth Management
California
$2.21M +$226K +5,106 +11%
AIP
455
Arrowpoint Investment Partners
Singapore
$2.21M +$1.88M +42,500 +462%
PPWP
456
Premier Path Wealth Partners
New Jersey
$2.21M -$169K -3,821 -7%
MBTD
457
Mechanics Bank - Trust Department
California
$2.2M -$4.74K -107 -0.2%
SL
458
Savior LLC
Massachusetts
$2.2M +$168K +3,783 +8%
PCMF
459
Private Capital Management (Florida)
Florida
$2.19M +$238K +5,370 +12%
TPCW
460
TD Private Client Wealth
New York
$2.19M -$249K -5,622 -10%
JPLA
461
Joseph P. Lucia & Associates
New York
$2.18M +$665K +15,014 +42%
ZIG
462
Zuckerman Investment Group
Illinois
$2.17M +$240K +5,412 +12%
AAIM
463
Asset Advisors Investment Management
Georgia
$2.14M +$168K +3,797 +8%
KA
464
Kovack Advisors
Florida
$2.14M +$958K +21,643 +76%
CW
465
CreativeOne Wealth
Kansas
$2.13M +$292K +6,603 +15%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$349K -7,883 -14%
GAM
467
Gotham Asset Management
New York
$2.13M +$1.9M +42,996 +630%
SC
468
Shuttleworth & Co
Ohio
$2.12M +$46.1K +1,040 +2%
AGAM
469
Audent Global Asset Management
California
$2.12M +$384K +8,666 +21%
RL
470
Retireful LLC
Michigan
$2.11M +$2.17M +49,114 New
SW
471
Simplicity Wealth
New Jersey
$2.1M +$833K +18,811 +62%
TIAA Trust, National Association
472
TIAA Trust, National Association
North Carolina
$2.09M -$41.3M -931,705 -95%
ClearBridge Investments
473
ClearBridge Investments
New York
$2.08M -$88.6K -2,000 -4%
CIA
474
Choate Investment Advisors
Massachusetts
$2.06M
SAM
475
Secure Asset Management
Michigan
$2.06M +$63.3K +1,429 +3%