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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
CWM
501
Cranbrook Wealth Management
Michigan
$1.89M -$96.2K -2,173 -5%
JIC
502
Johnson Investment Counsel
Ohio
$1.87M -$97K -2,191 -5%
KWM
503
Koa Wealth Management
California
$1.87M -$349K -7,888 -15%
VT
504
Vise Technologies
New York
$1.85M +$1.92M +43,403 New
IFPG
505
Intrepid Financial Planning Group
Indiana
$1.85M +$10.6K +240 +0.6%
CWM
506
Concentrum Wealth Management
California
$1.85M +$1.02M +23,005 +113%
WFA
507
WJ Financial Advisors
Connecticut
$1.85M +$620K +14,004 +48%
CWA
508
Clarus Wealth Advisors
Arizona
$1.84M +$66.5K +1,501 +4%
FFA
509
Farther Finance Advisors
California
$1.84M -$23.6K -532 -1%
HCM
510
Hollencrest Capital Management
California
$1.84M +$89 +2 +0%
Capstone Investment Advisors
511
Capstone Investment Advisors
New York
$1.84M -$8.21M -185,296 -81%
CIC
512
Chilton Investment Company
Connecticut
$1.84M
NCM
513
NCM Capital Management
New Jersey
$1.83M -$6.42K -145 -0.3%
PTC
514
Private Trust Company
Ohio
$1.82M -$373K -8,412 -16%
CG
515
Corundum Group
Colorado
$1.82M -$131K -2,969 -7%
TFA
516
Transamerica Financial Advisors
Florida
$1.81M +$4.07K +92 +0.2%
SG
517
Sharper & Granite
California
$1.81M +$27.1K +612 +1%
MYIA
518
Mount Yale Investment Advisors
Colorado
$1.8M +$76.5K +1,727 +4%
AC
519
Aristides Capital
Kentucky
$1.8M +$80.6K +1,820 +5%
CFG
520
Citizens Financial Group
Rhode Island
$1.8M +$58.6K +1,324 +3%
MWM
521
Maridea Wealth Management
New York
$1.79M +$141K +3,181 +8%
FPW
522
Fairvoy Private Wealth
Alabama
$1.79M -$25.2K -569 -1%
HVIA
523
Hudson Valley Investment Advisors
New York
$1.78M -$99.2K -2,239 -5%
CHC
524
City Holding Co
West Virginia
$1.77M +$317K +7,159 +21%
MCM
525
M1 Capital Management
Michigan
$1.77M -$145K -3,275 -7%