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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 %
JPLA
601
Joseph P. Lucia & Associates
New York
$1.04M +$69.5K +851 +7%
BI
602
Ballast Inc
Kentucky
$1.04M +$1.04M +12,717 New
PWW
603
Pettyjohn Wood & White
Virginia
$1.04M -$20.4K -250 -2%
S4W
604
Solutions 4 Wealth
Texas
$1.04M +$44.4K +544 +4%
AFG
605
Atomi Financial Group
New York
$1.04M +$18.4K +225 +2%
AGM
606
Alpine Global Management
New York
$1.03M +$1.03M +12,648 New
Ensign Peak Advisors
607
Ensign Peak Advisors
Utah
$1.03M -$16.4M -200,800 -94%
TAM
608
Tocqueville Asset Management
New York
$1.02M -$356K -4,355 -26%
LIA
609
Lynx Investment Advisory
District of Columbia
$1.02M +$6.62K +81 +0.7%
AV
610
Alamea Verwaltungs
New Jersey
$1.02M
CA
611
CWC Advisors
Oregon
$1.02M -$189K -2,313 -16%
BP
612
BBR Partners
New York
$1.01M +$1.01M +12,421 New
AWA
613
Adapt Wealth Advisors
Georgia
$1.01M -$127K -1,561 -11%
JIP
614
Jaffetilchin Investment Partners
Florida
$1.01M +$312K +3,819 +45%
TNAM
615
Terra Nova Asset Management
New York
$1.01M -$239K -2,926 -19%
SIM
616
SSI Investment Management
California
$1M -$649K -7,953 -39%
HCM
617
Howard Capital Management
Georgia
$1M +$1M +12,264 New
TI
618
Tidal Investments
Wisconsin
$1,000K -$1.97M -24,183 -66%
WA
619
WESPAC Advisors
California
$999K +$586K +7,177 +142%
LMKC
620
L.M. Kohn & Company
Ohio
$995K +$163 +2 +0%
CFS
621
CRA Financial Services
New Jersey
$987K -$28.6K -350 -3%
FMWA
622
Forvis Mazars Wealth Advisors
Missouri
$986K -$14.6K -179 -1%
HWA
623
Heritage Wealth Advisors
Virginia
$983K -$420K -5,138 -30%
MBI
624
May Barnhard Investments
Maryland
$970K +$82 +1 +0%
PWM
625
Purus Wealth Management
California
$966K -$3.35K -41 -0.3%